Mc Kinley Carter Wealth Services, Inc. Ishares Tr Esg Advanced High Y Transaction History

Mc Kinley Carter Wealth Services, Inc.

$1.62 Billion
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 09, 2024	BUY	$44.38 - $45.45 $2,662 - $2,727	60 Added 0.87%	6,971 $314,000
Q1 2024 Apr 26, 2024	SELL	$44.96 - $45.79 $92,347 - $94,052	-2,054 Reduced 22.91%	6,911 $315,000
Q4 2023 Feb 07, 2024	SELL	$42.09 - $45.76 $77,908 - $84,701	-1,851 Reduced 17.11%	8,965 $407,000
Q3 2023 Oct 13, 2023	SELL	$43.07 - $44.49 $8,269 - $8,542	-192 Reduced 1.74%	10,816 $467,000
Q2 2023 Aug 02, 2023	SELL	$43.32 - $44.31 $102,321 - $104,660	-2,362 Reduced 17.67%	11,008 $485,000
Q1 2023 Apr 24, 2023	SELL	$42.83 - $45.39 $10,193 - $10,802	-238 Reduced 1.75%	13,370 $593,000
Q4 2022 Feb 07, 2023	SELL	$42.01 - $44.6 $4,579 - $4,861	-109 Reduced 0.79%	13,608 $588,000
Q3 2022 Oct 24, 2022	SELL	$42.14 - $46.73 $2,781 - $3,084	-66 Reduced 0.48%	13,717 $578,000
Q2 2022 Jul 15, 2022	BUY	$43.12 - $48.58 $43,853 - $49,405	1,017 Added 7.97%	13,783 $600,000
Q1 2022 Apr 27, 2022	BUY	$47.28 - $51.53 $168,222 - $183,343	3,558 Added 38.64%	12,766 $620,000
Q4 2021 Feb 07, 2022	BUY	$50.81 - $52.25 $467,858 - $481,118	9,208 New	9,208 $475,000

Others Institutions Holding HYXF

# of Institutions

65

Shares Held

1.24M

Call Options Held

0

Put Options Held

0

Sig Fig Wealth Management, LLC San Francisco, CA

189K
Shares

$8.8 Million
0.33% of portfolio
Black Rock Inc. New York, NY

112K
Shares

$5.23 Million
0.0% of portfolio
Financial Network Wealth Management LLC Draper, UT

86.9K
Shares

$4.04 Million
1.47% of portfolio
Colorado Capital Management, Inc.

71K
Shares

$3.31 Million
1.66% of portfolio
Ubs Group Ag

64.7K
Shares

$3.01 Million
0.0% of portfolio

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