Mc Kinley Carter Wealth Services, Inc. Ishares Core S&P Mid Cap ETF 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 Core S&P Mid Cap ETF stock. As of the latest transaction made, Mc Kinley Carter Wealth Services, Inc. holds 255,138 shares of IJH stock, worth $14.7 Million. This represents 1.06% of its overall portfolio holdings.

Number of Shares

255,138

Previous 48,288 428.37%

Holding current value

$14.7 Million

Previous $13.4 Million 15.8%

% of portfolio

1.06%

Previous 0.99%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 26, 2024	BUY	$56.98 - $284.98 $11.8 Million - $58.9 Million	206,850 Added 428.37%	255,138 $15.5 Million
Q4 2023 Feb 07, 2024	BUY	$232.04 - $279.85 $219,509 - $264,738	946 Added 2.0%	48,288 $13.4 Million
Q3 2023 Oct 13, 2023	BUY	$246.15 - $272.4 $459,808 - $508,843	1,868 Added 4.11%	47,342 $11.8 Million
Q2 2023 Aug 02, 2023	BUY	$240.22 - $261.48 $289,224 - $314,821	1,204 Added 2.72%	45,474 $11.9 Million
Q1 2023 Apr 24, 2023	BUY	$237.25 - $271.72 $1.91 Million - $2.18 Million	8,035 Added 22.17%	44,270 $11.1 Million

Q4 2022 Feb 07, 2023	SELL	$236.61 - $257.0 $946 - $1,028	-4 Reduced 0.01%	36,235 $8.76 Million
Q3 2022 Oct 24, 2022	BUY	$224.13 - $263.28 $160,701 - $188,771	717 Added 2.02%	36,239 $7.95 Million
Q2 2022 Jul 15, 2022	BUY	$219.07 - $270.08 $221,917 - $273,591	1,013 Added 2.94%	35,522 $8.04 Million
Q1 2022 Apr 27, 2022	BUY	$251.21 - $285.37 $887,524 - $1.01 Million	3,533 Added 11.41%	34,509 $9.26 Million
Q4 2021 Feb 07, 2022	BUY	$265.81 - $290.54 $227,001 - $248,121	854 Added 2.84%	30,976 $8.77 Million
Q3 2021 Nov 03, 2021	BUY	$256.44 - $277.04 $537,241 - $580,398	2,095 Added 7.47%	30,122 $7.92 Million
Q2 2021 Aug 12, 2021	BUY	$260.21 - $276.38 $117,354 - $124,647	451 Added 1.64%	28,027 $7.53 Million
Q1 2021 Apr 30, 2021	SELL	$226.3 - $267.93 $193,260 - $228,812	-854 Reduced 3.0%	27,576 $7.18 Million
Q4 2020 Feb 16, 2021	BUY	$187.77 - $230.69 $1.19 Million - $1.47 Million	6,361 Added 28.82%	28,430 $6.53 Million
Q4 2020 Feb 12, 2021	BUY	$187.77 - $230.69 $2,628 - $3,229	14 Added 0.06%	22,069 $5.07 Million
Q3 2020 Oct 14, 2020	SELL	$174.43 - $196.49 $559,048 - $629,750	-3,205 Reduced 12.69%	22,055 $4.09 Million
Q2 2020 Jul 20, 2020	BUY	$133.18 - $194.42 $47,545 - $69,407	357 Added 1.43%	25,260 $4.49 Million
Q1 2020 May 01, 2020	BUY	$121.75 - $210.58 $66,962 - $115,819	550 Added 2.26%	24,903 $3.58 Million
Q4 2019 Jan 23, 2020	BUY	$185.78 - $206.16 $43,472 - $48,241	234 Added 0.97%	24,353 $5.01 Million
Q3 2019 Nov 14, 2019	SELL	$183.17 - $198.52 $487,964 - $528,857	-2,664 Reduced 9.95%	24,119 $4.66 Million
Q2 2019 Aug 02, 2019	BUY	$181.14 - $198.0 $98,359 - $107,514	543 Added 2.07%	26,783 $5.2 Million
Q1 2019 May 08, 2019	SELL	$162.83 - $193.4 $111,538 - $132,479	-685 Reduced 2.54%	26,240 $4.97 Million
Q4 2018 Feb 13, 2019	BUY	$156.48 - $199.76 $39,902 - $50,938	255 Added 0.96%	26,925 $4.47 Million
Q3 2018 Nov 06, 2018	SELL	$194.86 - $204.98 $910,385 - $957,666	-4,672 Reduced 14.91%	26,670 $5.37 Million
Q2 2018 Dec 07, 2018	BUY	$183.17 - $200.64 $1.24 Million - $1.35 Million	6,746 Added 27.43%	31,342 $6.11 Million
Q1 2018 May 17, 2018	SELL	$179.89 - $199.21 $384,065 - $425,313	-2,135 Reduced 7.99%	24,596 $4.61 Million
Q4 2017 Jan 31, 2018	SELL	$180.58 - $190.73 $649,907 - $686,437	-3,599 Reduced 11.87%	26,731 $5.07 Million
Q3 2017 Oct 31, 2017	BUY	$176.74 - $178.9 $383,349 - $388,034	2,169 Added 7.7%	30,330 $5.43 Million
Q2 2017 Aug 08, 2017	BUY	N/A	28,161	28,161 $4.9 Million

Others Institutions Holding IJH

# of Institutions

2,342

Shares Held

989M

Call Options Held

1.07M

Put Options Held

117K

View Full List

About ISHARES CORE S&P MID-CAP ETF

Ticker IJH
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Mc Kinley Carter Wealth Services, Inc. Ishares Core S&P Mid Cap ETF Transaction History