A detailed history of Mc Kinley Carter Wealth Services, Inc. transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Mc Kinley Carter Wealth Services, Inc. holds 38,873 shares of ESGD stock, worth $3.03 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares
38,873
Previous 38,600 0.71%
Holding current value
$3.03 Million
Previous $3.04 Million 7.6%
% of portfolio
0.2%
Previous 0.2%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024

BUY
$75.63 - $84.89 $20,646 - $23,174
273 Added 0.71%
38,873 $3.27 Million
Q2 2024

Aug 09, 2024

SELL
$76.22 - $82.36 $43,292 - $46,780
-568 Reduced 1.45%
38,600 $3.04 Million
Q1 2024

Apr 26, 2024

SELL
$73.39 - $80.18 $108,250 - $118,265
-1,475 Reduced 3.63%
39,168 $3.13 Million
Q4 2023

Feb 07, 2024

BUY
$65.9 - $75.7 $382,483 - $439,362
5,804 Added 16.66%
40,643 $3.07 Million
Q3 2023

Oct 13, 2023

SELL
$68.87 - $74.82 $41,528 - $45,116
-603 Reduced 1.7%
34,839 $2.41 Million
Q2 2023

Aug 02, 2023

SELL
$70.97 - $74.19 $155,069 - $162,105
-2,185 Reduced 5.81%
35,442 $2.58 Million
Q1 2023

Apr 24, 2023

BUY
$66.27 - $72.39 $92,976 - $101,563
1,403 Added 3.87%
37,627 $2.7 Million
Q4 2022

Feb 07, 2023

BUY
$55.83 - $67.96 $1,730 - $2,106
31 Added 0.09%
36,224 $2.38 Million
Q3 2022

Oct 24, 2022

BUY
$55.75 - $67.2 $100,628 - $121,296
1,805 Added 5.25%
36,193 $2.03 Million
Q2 2022

Jul 15, 2022

BUY
$61.64 - $74.67 $257,716 - $312,195
4,181 Added 13.84%
34,388 $2.16 Million
Q1 2022

Apr 27, 2022

BUY
$67.21 - $80.45 $255,935 - $306,353
3,808 Added 14.42%
30,207 $2.23 Million
Q4 2021

Feb 07, 2022

BUY
$76.64 - $82.32 $1.39 Million - $1.49 Million
18,085 Added 217.52%
26,399 $2.1 Million
Q3 2021

Nov 03, 2021

BUY
$77.09 - $82.48 $142,616 - $152,588
1,850 Added 28.62%
8,314 $652,000
Q2 2021

Aug 12, 2021

BUY
$76.82 - $82.21 $250,663 - $268,251
3,263 Added 101.94%
6,464 $511,000
Q1 2021

Apr 30, 2021

BUY
$72.34 - $76.86 $231,560 - $246,028
3,201 New
3,201 $243,000

Others Institutions Holding ESGD

About ISHARES TRUST ISHARES ESG AWAR


  • Ticker ESGD
  • Sector ETFs
  • Industry ETFs
More about ESGD
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