Mc Kinley Carter Wealth Services, Inc. Ishares Tr 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 Tr stock. As of the latest transaction made, Mc Kinley Carter Wealth Services, Inc. holds 809,021 shares of IEFA stock, worth $59.6 Million. This represents 4.1% of its overall portfolio holdings.

Number of Shares

809,021

Previous 776,623 4.17%

Holding current value

$59.6 Million

Previous $54.6 Million 9.9%

% of portfolio

4.1%

Previous 4.04%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 26, 2024	BUY	$68.14 - $74.43 $2.21 Million - $2.41 Million	32,398 Added 4.17%	809,021 $60 Million
Q4 2023 Feb 07, 2024	BUY	$61.3 - $70.47 $376,749 - $433,108	6,146 Added 0.8%	776,623 $54.6 Million
Q3 2023 Oct 13, 2023	BUY	$64.04 - $69.58 $1.17 Million - $1.27 Million	18,273 Added 2.43%	770,477 $49.6 Million
Q2 2023 Aug 02, 2023	BUY	$66.03 - $69.1 $556,368 - $582,236	8,426 Added 1.13%	752,204 $50.8 Million
Q1 2023 Apr 24, 2023	BUY	$62.17 - $67.7 $6.61 Million - $7.2 Million	106,389 Added 16.69%	743,778 $49.7 Million

Q4 2022 Feb 07, 2023	SELL	$56.86 - $63.65 $1.56 Million - $1.75 Million	-27,441 Reduced 4.13%	637,389 $39.3 Million
Q3 2022 Oct 24, 2022	SELL	$53.51 - $63.1 $444,989 - $524,739	-8,316 Reduced 1.24%	664,830 $35 Million
Q2 2022 Jul 15, 2022	BUY	$57.91 - $70.46 $2.13 Million - $2.59 Million	36,795 Added 5.78%	673,146 $39.6 Million
Q1 2022 Apr 27, 2022	BUY	$63.26 - $75.48 $4.78 Million - $5.71 Million	75,628 Added 13.49%	636,351 $44.2 Million
Q4 2021 Feb 07, 2022	BUY	$72.36 - $77.76 $5.21 Million - $5.6 Million	71,971 Added 14.73%	560,723 $41.9 Million
Q3 2021 Nov 03, 2021	BUY	$72.98 - $78.2 $2.55 Million - $2.74 Million	34,994 Added 7.71%	488,752 $36.3 Million
Q2 2021 Aug 12, 2021	BUY	$73.11 - $77.88 $2.71 Million - $2.88 Million	37,035 Added 8.89%	453,758 $34 Million
Q1 2021 Apr 30, 2021	BUY	$68.58 - $73.12 $25.2 Million - $26.9 Million	367,547 Added 747.41%	416,723 $30 Million
Q4 2020 Feb 16, 2021	BUY	$58.13 - $69.71 $2.86 Million - $3.43 Million	49,176 New	49,176 $3.4 Million

Others Institutions Holding IEFA

# of Institutions

1,893

Shares Held

1.47B

Call Options Held

198K

Put Options Held

49.7K

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About ISHARES TR

Ticker IEFA
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Mc Kinley Carter Wealth Services, Inc. Ishares Tr Transaction History