Mc Kinley Carter Wealth Services, Inc. Ishares Tr 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 Tr stock. As of the latest transaction made, Mc Kinley Carter Wealth Services, Inc. holds 1,835 shares of DVY stock, worth $242,476. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,835
Previous 1,899 3.37%
Holding current value
$242,476
Previous $249,000 2.41%
% of portfolio
0.02%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 15, 2025
SELL
$128.58 - $138.1 $8,229 - $8,838
-64 Reduced 3.37%
1,835 $243,000
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
1,457
Shares Held
69.7M
Call Options Held
1.1M
Put Options Held
62.9K
View Full List

About ISHARES TR

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