Mc Kinley Carter Wealth Services, Inc. Ishares Tr 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 stock. As of the latest transaction made, Mc Kinley Carter Wealth Services, Inc. holds 1,899 shares of DVY stock, worth $255,035. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,899
Previous 1,835 3.49%
Holding current value
$255,035
Previous $247,000 0.81%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Jan 22, 2025
BUY
$129.55 - $143.41 $8,291 - $9,178
64 Added 3.49%
1,899 $249,000
Q3 2024

Oct 15, 2024
BUY
$119.99 - $135.74 $220,181 - $249,082
1,835 New
1,835 $247,000

Others Institutions Holding DVY

# of Institutions
1,445
Shares Held
95M
Call Options Held
1.8M
Put Options Held
161K
View Full List

About ISHARES TR

DVY Quotes by TradingView
  • Ticker DVY
  • Sector ETFs
  • Industry ETFs
More about DVY
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