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

Mc Kinley Carter Wealth Services, Inc.

$1.54 Billion
Q2 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 467,389 shares of IGSB stock, worth $24.4 Million. This represents 1.56% of its overall portfolio holdings.

Number of Shares

467,389

Previous 452,204 3.36%

Holding current value

$24.4 Million

Previous $23.2 Million 3.28%

% of portfolio

1.56%

Previous 1.58%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

957

Shares Held

310M

Call Options Held

Put Options Held

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