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 42,223 shares of ESGU stock, worth $5.15 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares

42,223

Previous 43,403 2.72%

Holding current value

$5.15 Million

Previous $4.55 Million 6.59%

% of portfolio

0.33%

Previous 0.34%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 26, 2024	SELL	$102.91 - $114.96 $121,433 - $135,652	-1,180 Reduced 2.72%	42,223 $4.85 Million
Q4 2023 Feb 07, 2024	BUY	$89.99 - $105.25 $550,558 - $643,919	6,118 Added 16.41%	43,403 $4.55 Million
Q3 2023 Oct 13, 2023	SELL	$93.48 - $100.86 $25,707 - $27,736	-275 Reduced 0.73%	37,285 $3.5 Million
Q2 2023 Aug 02, 2023	BUY	$88.97 - $97.46 $321,270 - $351,928	3,611 Added 10.64%	37,560 $3.66 Million
Q1 2023 Apr 24, 2023	BUY	$84.05 - $92.64 $159,863 - $176,201	1,902 Added 5.94%	33,949 $3.07 Million

Q4 2022 Feb 07, 2023	SELL	$82.9 - $90.53 $145,075 - $158,427	-1,750 Reduced 5.18%	32,047 $2.72 Million
Q3 2022 Oct 24, 2022	BUY	$82.11 - $95.97 $71,353 - $83,397	869 Added 2.64%	33,797 $2.68 Million
Q2 2022 Jul 15, 2022	BUY	$81.27 - $102.58 $197,567 - $249,371	2,431 Added 7.97%	32,928 $2.76 Million
Q1 2022 Apr 27, 2022	BUY	$93.13 - $108.44 $324,464 - $377,804	3,484 Added 12.9%	30,497 $3.09 Million
Q4 2021 Feb 07, 2022	BUY	$98.21 - $108.46 $1.39 Million - $1.54 Million	14,201 Added 110.84%	27,013 $2.92 Million
Q3 2021 Nov 03, 2021	BUY	$97.63 - $104.12 $384,076 - $409,608	3,934 Added 44.31%	12,812 $1.26 Million
Q2 2021 Aug 12, 2021	BUY	$91.95 - $98.47 $108,133 - $115,800	1,176 Added 15.27%	8,878 $874,000
Q1 2021 Apr 30, 2021	SELL	$84.89 - $91.26 $1.02 Million - $1.1 Million	-12,069 Reduced 61.04%	7,702 $700,000
Q4 2020 Feb 16, 2021	BUY	$74.43 - $86.03 $1.47 Million - $1.7 Million	19,771 New	19,771 $1.7 Million

Others Institutions Holding ESGU

# of Institutions

786

Shares Held

102M

Call Options Held

Put Options Held

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About ISHARES TRUST ISHARES ESG AWAR

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