Mc Kinley Carter Wealth Services, Inc. Ishares Tr Russell 200 ETF Transaction History

Mc Kinley Carter Wealth Services, Inc.

  • $1.6 Billion
  • Q4 2024

A detailed history of Mc Kinley Carter Wealth Services, Inc. transactions in Ishares Tr Russell 200 ETF stock. As of the latest transaction made, Mc Kinley Carter Wealth Services, Inc. holds 365,416 shares of IWL stock, worth $55.1 Million. This represents 3.31% of its overall portfolio holdings.

Number of Shares
365,416
Previous 377,317 3.15%
Holding current value
$55.1 Million
Previous $53 Million 0.21%
% of portfolio
3.31%
Previous 3.28%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
SELL
$138.92 - $149.97 $1.65 Million - $1.78 Million
-11,901 Reduced 3.15%
365,416 $52.9 Million
Q3 2024

Oct 15, 2024
SELL
$126.32 - $140.44 $2.08 Million - $2.32 Million
-16,490 Reduced 4.19%
377,317 $53 Million
Q2 2024

Aug 09, 2024
BUY
$120.51 - $134.58 $1.13 Million - $1.27 Million
9,405 Added 2.45%
393,807 $52.8 Million
Q1 2024

Apr 26, 2024
BUY
$113.2 - $127.12 $2.44 Million - $2.74 Million
21,529 Added 5.93%
384,402 $48.9 Million
Q4 2023

Feb 07, 2024
BUY
$99.76 - $115.49 $9.18 Million - $10.6 Million
92,046 Added 33.99%
362,873 $41.8 Million
Q3 2023

Oct 13, 2023
SELL
$103.05 - $110.14 $114,694 - $122,585
-1,113 Reduced 0.41%
270,827 $28 Million
Q2 2023

Aug 02, 2023
SELL
$96.37 - $106.64 $6.85 Million - $7.58 Million
-71,057 Reduced 20.72%
271,940 $29 Million
Q1 2023

Apr 24, 2023
SELL
$89.07 - $98.04 $1.78 Million - $1.96 Million
-19,983 Reduced 5.51%
342,997 $33.4 Million
Q4 2022

Feb 07, 2023
BUY
$84.55 - $96.02 $139,676 - $158,625
1,652 Added 0.46%
362,980 $32.7 Million
Q3 2022

Oct 24, 2022
BUY
$84.9 - $102.29 $2.84 Million - $3.42 Million
33,416 Added 10.19%
361,328 $30.7 Million
Q2 2022

Jul 15, 2022
BUY
$86.81 - $109.4 $27.3 Million - $34.4 Million
314,287 Added 2306.69%
327,912 $29.5 Million
Q1 2022

Apr 27, 2022
BUY
$99.32 - $114.92 $1.14 Million - $1.32 Million
11,488 Added 537.58%
13,625 $1.47 Million
Q4 2021

Feb 07, 2022
SELL
$102.63 - $114.76 $36,946 - $41,313
-360 Reduced 14.42%
2,137 $244,000
Q3 2021

Nov 03, 2021
BUY
$102.4 - $108.9 $14,438 - $15,354
141 Added 5.98%
2,497 $257,000
Q2 2021

Aug 12, 2021
SELL
$95.79 - $102.81 $152,976 - $164,187
-1,597 Reduced 40.4%
2,356 $242,000
Q1 2021

Apr 30, 2021
BUY
$89.14 - $94.85 $16,401 - $17,452
184 Added 4.88%
3,953 $374,000
Q4 2020

Feb 16, 2021
BUY
$78.58 - $90.29 $296,168 - $340,303
3,769 New
3,769 $340,000

Others Institutions Holding IWL

# of Institutions
172
Shares Held
7.16M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR RUSSELL 200 ETF

IWL Quotes by TradingView
  • Ticker IWL
  • Sector ETFs
  • Industry ETFs
More about IWL
Track This Portfolio

Track Mc Kinley Carter Wealth Services, Inc. Portfolio

Follow Mc Kinley Carter Wealth Services, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mc Kinley Carter Wealth Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Mc Kinley Carter Wealth Services, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email