Mc Kinley Carter Wealth Services, Inc. Ishares Trust Ishares Esg Awar 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 Trust Ishares Esg Awar stock. As of the latest transaction made, Mc Kinley Carter Wealth Services, Inc. holds 39,168 shares of ESGD stock, worth $3.12 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares

39,168

Previous 40,643 3.63%

Holding current value

$3.12 Million

Previous $3.07 Million 1.92%

% of portfolio

0.21%

Previous 0.23%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$60.44 - $67.96 $1,873 - $2,106	31 Added 0.09%	36,224 $2.38 Million
Q3 2022 Oct 24, 2022	BUY	$56.96 - $67.2 $102,812 - $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

# of Institutions

621

Shares Held

93.5M

Call Options Held

Put Options Held

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About ISHARES TRUST ISHARES ESG AWAR

Ticker ESGD
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Mc Kinley Carter Wealth Services, Inc. Ishares Trust Ishares Esg Awar Transaction History