Mc Kinley Carter Wealth Services, Inc. Ishares Esg Aware Msci Usa Sma Transaction History

Mc Kinley Carter Wealth Services, Inc.

$1.72 Billion
Q2 2025

A detailed history of Mc Kinley Carter Wealth Services, Inc. transactions in Ishares Esg Aware Msci Usa Sma stock. As of the latest transaction made, Mc Kinley Carter Wealth Services, Inc. holds 9,997 shares of ESML stock, worth $456,962. This represents 0.02% of its overall portfolio holdings.

Number of Shares

9,997

Previous 9,806 1.95%

Holding current value

$456,962

Previous $377,000 9.55%

% of portfolio

0.02%

Previous 0.02%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 24, 2025	BUY	$33.46 - $41.33 $6,390 - $7,894	191 Added 1.95%	9,997 $413,000
Q1 2025 Apr 15, 2025	BUY	$37.84 - $44.02 $19,109 - $22,230	505 Added 5.43%	9,806 $377,000
Q4 2024 Jan 22, 2025	BUY	$41.09 - $45.94 $11,340 - $12,679	276 Added 3.06%	9,301 $391,000
Q3 2024 Oct 15, 2024	BUY	$38.03 - $42.06 $16,505 - $18,254	434 Added 5.05%	9,025 $377,000
Q2 2024 Aug 09, 2024	SELL	$36.99 - $39.96 $8,877 - $9,590	-240 Reduced 2.72%	8,591 $330,000
Q1 2024 Apr 26, 2024	BUY	$36.33 - $40.27 $25,285 - $28,027	696 Added 8.56%	8,831 $355,000
Q4 2023 Feb 07, 2024	BUY	$30.96 - $38.59 $12,507 - $15,590	404 Added 5.23%	8,135 $309,000
Q3 2023 Oct 13, 2023	BUY	$33.21 - $37.37 $1,295 - $1,457	39 Added 0.51%	7,731 $260,000
Q2 2023 Aug 02, 2023	BUY	$32.46 - $35.52 $52,909 - $57,897	1,630 Added 26.89%	7,692 $273,000
Q1 2023 Apr 24, 2023	SELL	$32.27 - $37.51 $11,939 - $13,878	-370 Reduced 5.75%	6,062 $206,000
Q4 2022 Feb 07, 2023	SELL	$31.03 - $35.26 $9,371 - $10,648	-302 Reduced 4.48%	6,432 $211,000
Q3 2022 Oct 24, 2022	BUY	$30.47 - $36.87 $5,058 - $6,120	166 Added 2.53%	6,734 $207,000
Q2 2022 Jul 15, 2022	BUY	$30.34 - $38.42 $32,342 - $40,955	1,066 Added 19.37%	6,568 $207,000
Q1 2022 Apr 27, 2022	BUY	$35.57 - $40.83 $195,706 - $224,646	5,502 New	5,502 $209,000

Others Institutions Holding ESML

# of Institutions

439

Shares Held

34.1M

Call Options Held

Put Options Held

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About ISHARES ESG AWARE MSCI USA SMA

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Mc Kinley Carter Wealth Services, Inc. Ishares Esg Aware Msci Usa Sma Transaction History