Mc Kinley Carter Wealth Services, Inc. Ishares Tr Core Moderate Alloc Transaction History

Mc Kinley Carter Wealth Services, Inc.

$1.47 Billion
Q1 2024

A detailed history of Mc Kinley Carter Wealth Services, Inc. transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Mc Kinley Carter Wealth Services, Inc. holds 8,192 shares of AOM stock, worth $353,976. This represents 0.02% of its overall portfolio holdings.

Number of Shares

8,192

Previous 8,022 2.12%

Holding current value

$353,976

Previous $332,000 5.42%

% of portfolio

0.02%

Previous 0.02%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 26, 2024	BUY	$40.86 - $42.78 $6,946 - $7,272	170 Added 2.12%	8,192 $350,000
Q4 2023 Feb 07, 2024	SELL	$37.83 - $41.78 $18,082 - $19,970	-478 Reduced 5.62%	8,022 $332,000
Q3 2023 Oct 13, 2023	BUY	$38.81 - $40.84 $32,988 - $34,714	850 Added 11.11%	8,500 $330,000
Q2 2023 Aug 02, 2023	SELL	$39.32 - $40.55 $11,874 - $12,246	-302 Reduced 3.8%	7,650 $309,000
Q1 2023 Apr 24, 2023	BUY	$38.2 - $40.45 $3,056 - $3,236	80 Added 1.02%	7,952 $316,000

Q4 2022 Feb 07, 2023	SELL	$36.99 - $39.57 $63,178 - $67,585	-1,708 Reduced 17.83%	7,872 $299,000
Q3 2022 Oct 24, 2022	SELL	$37.23 - $40.81 $18,354 - $20,119	-493 Reduced 4.89%	9,580 $351,000
Q2 2022 Jul 15, 2022	BUY	$38.3 - $43.06 $7,621 - $8,568	199 Added 2.02%	10,073 $392,000
Q1 2022 Apr 27, 2022	BUY	$41.74 - $45.45 $29,802 - $32,451	714 Added 7.79%	9,874 $424,000
Q4 2021 Feb 07, 2022	SELL	$44.53 - $46.0 $23,066 - $23,828	-518 Reduced 5.35%	9,160 $417,000
Q3 2021 Nov 03, 2021	BUY	$44.74 - $45.93 $23,533 - $24,159	526 Added 5.75%	9,678 $433,000
Q2 2021 Aug 12, 2021	BUY	$43.8 - $45.14 $6,832 - $7,041	156 Added 1.73%	9,152 $413,000
Q1 2021 Apr 30, 2021	BUY	$42.87 - $44.08 $184,341 - $189,544	4,300 Added 91.57%	8,996 $392,000
Q4 2020 Feb 16, 2021	BUY	$40.42 - $43.32 $189,812 - $203,430	4,696 New	4,696 $203,000

Others Institutions Holding AOM

# of Institutions

251

Shares Held

10.4M

Call Options Held

Put Options Held

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About ISHARES TR CORE MODERATE ALLOC

Ticker AOM
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Mc Kinley Carter Wealth Services, Inc. Ishares Tr Core Moderate Alloc Transaction History