Mc Kinley Carter Wealth Services, Inc. Ishares Trust Ishares 1 5 Year Transaction History

Mc Kinley Carter Wealth Services, Inc.

$1.6 Billion
Q4 2024

A detailed history of Mc Kinley Carter Wealth Services, Inc. transactions in Ishares Trust Ishares 1 5 Year stock. As of the latest transaction made, Mc Kinley Carter Wealth Services, Inc. holds 37,083 shares of IGSB stock, worth $1.93 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

37,083

Previous 66,662 44.37%

Holding current value

$1.93 Million

Previous $3.51 Million 45.38%

% of portfolio

0.12%

Previous 0.22%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	SELL	$51.54 - $52.55 $1.52 Million - $1.55 Million	-29,579 Reduced 44.37%	37,083 $1.92 Million
Q3 2024 Oct 15, 2024	SELL	$51.02 - $52.74 $20.4 Million - $21.1 Million	-400,727 Reduced 85.74%	66,662 $3.51 Million
Q2 2024 Aug 09, 2024	BUY	$50.64 - $51.3 $768,968 - $778,990	15,185 Added 3.36%	467,389 $23.9 Million
Q1 2024 Apr 26, 2024	BUY	$50.95 - $51.48 $1.07 Million - $1.08 Million	21,049 Added 4.88%	452,204 $23.2 Million
Q4 2023 Feb 07, 2024	SELL	$49.4 - $51.28 $1.08 Million - $1.12 Million	-21,824 Reduced 4.82%	431,155 $22.1 Million
Q3 2023 Oct 13, 2023	SELL	$49.74 - $50.37 $25.6 Million - $25.9 Million	-514,480 Reduced 53.18%	452,979 $22.6 Million
Q2 2023 Aug 02, 2023	BUY	$50.02 - $50.76 $134,253 - $136,239	2,684 Added 0.28%	967,459 $48.5 Million
Q1 2023 Apr 24, 2023	BUY	$49.56 - $50.75 $1.08 Million - $1.1 Million	21,712 Added 2.3%	964,775 $48.8 Million
Q4 2022 Feb 07, 2023	SELL	$48.63 - $50.19 $1.79 Million - $1.85 Million	-36,781 Reduced 3.75%	943,063 $47 Million
Q3 2022 Oct 24, 2022	SELL	$49.08 - $51.27 $15.7 Million - $16.4 Million	-320,353 Reduced 24.64%	979,844 $48.3 Million
Q2 2022 Jul 15, 2022	SELL	$49.84 - $51.62 $602,864 - $624,395	-12,096 Reduced 0.92%	1,300,197 $65.7 Million
Q1 2022 Apr 27, 2022	BUY	$51.49 - $53.86 $2.62 Million - $2.75 Million	50,968 Added 4.04%	1,312,293 $67.9 Million
Q4 2021 Feb 07, 2022	BUY	$53.82 - $54.66 $2.2 Million - $2.23 Million	40,800 Added 3.34%	1,261,325 $68 Million
Q3 2021 Nov 03, 2021	BUY	$54.6 - $54.92 $28 Million - $28.1 Million	512,265 Added 72.33%	1,220,525 $66.7 Million
Q2 2021 Aug 12, 2021	BUY	$54.57 - $54.92 $4.11 Million - $4.14 Million	75,400 Added 11.91%	708,260 $38.8 Million
Q1 2021 Apr 30, 2021	BUY	$54.5 - $55.17 $30.2 Million - $30.6 Million	554,993 Added 712.74%	632,860 $34.6 Million
Q4 2020 Feb 16, 2021	BUY	$54.79 - $55.17 $4.27 Million - $4.3 Million	77,867 New	77,867 $4.3 Million

Others Institutions Holding IGSB

# of Institutions

1,047

Shares Held

325M

Call Options Held

Put Options Held

View Full List

About ISHARES TRUST ISHARES 1-5 YEAR

Ticker IGSB
Sector ETFs
Industry ETFs

More about IGSB

Track This Portfolio

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.

Account

Mc Kinley Carter Wealth Services, Inc. Ishares Trust Ishares 1 5 Year Transaction History