Mc Kinley Carter Wealth Services, Inc. Ishares Msci Acwi ETF Transaction History

Mc Kinley Carter Wealth Services, Inc.

$1.56 Billion
Q1 2025

A detailed history of Mc Kinley Carter Wealth Services, Inc. transactions in Ishares Msci Acwi ETF stock. As of the latest transaction made, Mc Kinley Carter Wealth Services, Inc. holds 2,316 shares of ACWI stock, worth $269,072. This represents 0.02% of its overall portfolio holdings.

Number of Shares

2,316

Previous 1,849 25.26%

Holding current value

$269,072

Previous $217,000 23.96%

% of portfolio

0.02%

Previous 0.01%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 15, 2025	BUY	$115.16 - $124.13 $53,779 - $57,968	467 Added 25.26%	2,316 $269,000
Q4 2024 Jan 22, 2025	SELL	$117.05 - $123.03 $2,106 - $2,214	-18 Reduced 0.96%	1,849 $217,000
Q3 2024 Oct 15, 2024	BUY	$107.24 - $119.84 $7,292 - $8,149	68 Added 3.78%	1,867 $223,000
Q2 2024 Aug 09, 2024	BUY	$104.54 - $112.83 $188,067 - $202,981	1,799 New	1,799 $202,000
Q4 2023 Feb 07, 2024	BUY	$88.59 - $102.15 $178,065 - $205,321	2,010 New	2,010 $204,000
Q4 2022 Feb 07, 2023	BUY	$77.52 - $89.8 $59,612 - $69,056	769 Added 9.51%	8,857 $751,000
Q3 2022 Oct 24, 2022	SELL	$77.83 - $92.7 $10,195 - $12,143	-131 Reduced 1.59%	8,088 $630,000
Q2 2022 Jul 15, 2022	SELL	$81.93 - $101.4 $8,684 - $10,748	-106 Reduced 1.27%	8,219 $689,000
Q1 2022 Apr 27, 2022	BUY	$92.11 - $106.34 $89,530 - $103,362	972 Added 13.22%	8,325 $831,000
Q4 2021 Feb 07, 2022	BUY	$99.52 - $107.23 $696 - $750	7 Added 0.1%	7,353 $778,000
Q3 2021 Nov 03, 2021	BUY	$99.44 - $105.29 $55,487 - $58,751	558 Added 8.22%	7,346 $734,000
Q2 2021 Aug 12, 2021	BUY	$96.39 - $101.59 $13,301 - $14,019	138 Added 2.08%	6,788 $687,000
Q1 2021 Apr 30, 2021	BUY	$90.22 - $96.52 $599,963 - $641,858	6,650 New	6,650 $633,000

Others Institutions Holding ACWI

# of Institutions

789

Shares Held

78.4M

Call Options Held

257K

Put Options Held

1.84M

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About ISHARES MSCI ACWI ETF

Ticker ACWI
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Mc Kinley Carter Wealth Services, Inc. Ishares Msci Acwi ETF Transaction History