A detailed history of Mc Kinley Carter Wealth Services, Inc. transactions in Ishares U.S. Treasury Bond ETF stock. As of the latest transaction made, Mc Kinley Carter Wealth Services, Inc. holds 1,235,004 shares of GOVT stock, worth $27.7 Million. This represents 1.79% of its overall portfolio holdings.

Number of Shares
1,235,004
Previous 1,202,972 2.66%
Holding current value
$27.7 Million
Previous $27.2 Million 6.66%
% of portfolio
1.79%
Previous 1.76%

Shares

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

Oct 15, 2024

BUY
$22.38 - $23.66 $716,876 - $757,877
32,032 Added 2.66%
1,235,004 $29 Million
Q2 2024

Aug 09, 2024

BUY
$22.12 - $22.75 $836,202 - $860,018
37,803 Added 3.24%
1,202,972 $27.2 Million
Q1 2024

Apr 26, 2024

BUY
$22.51 - $23.08 $2.01 Million - $2.06 Million
89,432 Added 8.31%
1,165,169 $26.5 Million
Q4 2023

Feb 07, 2024

SELL
$21.6 - $23.13 $1.51 Million - $1.61 Million
-69,778 Reduced 6.09%
1,075,737 $24.8 Million
Q3 2023

Oct 13, 2023

BUY
$21.99 - $23.01 $1.24 Million - $1.3 Million
56,529 Added 5.19%
1,145,515 $25.2 Million
Q2 2023

Aug 02, 2023

BUY
$22.87 - $23.59 $829,769 - $855,892
36,282 Added 3.45%
1,088,986 $24.9 Million
Q1 2023

Apr 24, 2023

BUY
$22.54 - $23.5 $3.72 Million - $3.87 Million
164,819 Added 18.56%
1,052,704 $24.6 Million
Q4 2022

Feb 07, 2023

SELL
$22.18 - $23.3 $1.72 Million - $1.81 Million
-77,603 Reduced 8.04%
887,885 $20.2 Million
Q3 2022

Oct 24, 2022

BUY
$22.58 - $24.36 $216,948 - $234,050
9,608 Added 1.01%
965,488 $22 Million
Q2 2022

Jul 15, 2022

BUY
$23.28 - $24.82 $1.9 Million - $2.02 Million
81,440 Added 9.31%
955,880 $22.8 Million
Q1 2022

Apr 27, 2022

BUY
$24.71 - $26.22 $11.7 Million - $12.4 Million
472,539 Added 117.58%
874,440 $21.8 Million
Q4 2021

Feb 07, 2022

BUY
$26.24 - $26.74 $886,492 - $903,384
33,784 Added 9.18%
401,901 $10.7 Million
Q3 2021

Nov 03, 2021

BUY
$26.48 - $26.97 $2.45 Million - $2.49 Million
92,346 Added 33.49%
368,117 $9.77 Million
Q2 2021

Aug 12, 2021

SELL
$26.19 - $26.61 $45.5 Million - $46.2 Million
-1,736,943 Reduced 86.3%
275,771 $7.34 Million
Q1 2021

Apr 30, 2021

BUY
$26.12 - $27.38 $47 Million - $49.3 Million
1,801,035 Added 850.83%
2,012,714 $52.7 Million
Q4 2020

Feb 16, 2021

BUY
$27.24 - $27.93 $5.77 Million - $5.91 Million
211,679 New
211,679 $5.77 Million

Others Institutions Holding GOVT

About ISHARES U.S. TREASURY BOND ETF


  • Ticker GOVT
  • Sector ETFs
  • Industry ETFs
More about GOVT
Track This Portfolio

Track Mc Kinley Carter Wealth Services, Inc. Portfolio

Follow Mc Kinley Carter Wealth Services, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mc Kinley Carter Wealth Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Mc Kinley Carter Wealth Services, Inc. with notifications on news.