Mc Kinley Carter Wealth Services, Inc. Ishares Core S&P Sm Cap ETF 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 Core S&P Sm Cap ETF stock. As of the latest transaction made, Mc Kinley Carter Wealth Services, Inc. holds 159,344 shares of IJR stock, worth $18.7 Million. This represents 1.15% of its overall portfolio holdings.

Number of Shares
159,344
Previous 153,154 4.04%
Holding current value
$18.7 Million
Previous $17.9 Million 2.5%
% of portfolio
1.15%
Previous 1.11%

Shares

32 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
BUY
$113.92 - $127.38 $705,164 - $788,482
6,190 Added 4.04%
159,344 $18.4 Million
Q3 2024

Oct 15, 2024
BUY
$105.53 - $118.34 $1.88 Million - $2.11 Million
17,807 Added 13.16%
153,154 $17.9 Million
Q2 2024

Aug 09, 2024
SELL
$102.13 - $110.88 $107,032 - $116,202
-1,048 Reduced 0.77%
135,347 $14.4 Million
Q1 2024

Apr 26, 2024
SELL
$102.35 - $110.52 $24,871 - $26,856
-243 Reduced 0.18%
136,395 $15.1 Million
Q4 2023

Feb 07, 2024
SELL
$87.61 - $110.11 $10.5 Million - $13.2 Million
-119,813 Reduced 46.72%
136,638 $14.8 Million
Q3 2023

Oct 13, 2023
SELL
$92.9 - $105.16 $505,004 - $571,649
-5,436 Reduced 2.08%
256,451 $24.2 Million
Q2 2023

Aug 02, 2023
SELL
$91.14 - $99.81 $814,700 - $892,201
-8,939 Reduced 3.3%
261,887 $26.1 Million
Q1 2023

Apr 24, 2023
SELL
$92.27 - $107.68 $395,653 - $461,731
-4,288 Reduced 1.56%
270,826 $26.2 Million
Q4 2022

Feb 07, 2023
SELL
$89.09 - $102.13 $770,093 - $882,811
-8,644 Reduced 3.05%
275,114 $26 Million
Q3 2022

Oct 24, 2022
BUY
$87.04 - $106.5 $537,907 - $658,170
6,180 Added 2.23%
283,758 $24.7 Million
Q2 2022

Jul 15, 2022
BUY
$89.03 - $109.02 $949,148 - $1.16 Million
10,661 Added 3.99%
277,578 $25.7 Million
Q1 2022

Apr 27, 2022
BUY
$102.32 - $116.69 $3.73 Million - $4.26 Million
36,500 Added 15.84%
266,917 $28.8 Million
Q4 2021

Feb 07, 2022
BUY
$108.26 - $120.32 $829,921 - $922,373
7,666 Added 3.44%
230,417 $26.4 Million
Q3 2021

Nov 03, 2021
BUY
$104.62 - $113.69 $2.38 Million - $2.58 Million
22,722 Added 11.36%
222,751 $24.3 Million
Q2 2021

Aug 12, 2021
BUY
$106.38 - $116.3 $2.77 Million - $3.02 Million
26,006 Added 14.94%
200,029 $22.6 Million
Q1 2021

Apr 30, 2021
BUY
$91.04 - $115.01 $1.18 Million - $1.49 Million
12,933 Added 8.03%
174,023 $18.9 Million
Q4 2020

Feb 16, 2021
BUY
$71.23 - $92.42 $3 Million - $3.9 Million
42,160 Added 35.45%
161,090 $14.8 Million
Q4 2020

Feb 12, 2021
SELL
$71.23 - $92.42 $913,311 - $1.19 Million
-12,822 Reduced 9.73%
118,930 $10.9 Million
Q3 2020

Oct 14, 2020
SELL
$65.69 - $75.96 $3.79 Million - $4.38 Million
-57,673 Reduced 30.45%
131,752 $9.25 Million
Q2 2020

Jul 20, 2020
SELL
$50.99 - $75.55 $6.04 Million - $8.95 Million
-118,511 Reduced 38.49%
189,425 $12.9 Million
Q1 2020

May 01, 2020
SELL
$49.11 - $85.52 $5.92 Million - $10.3 Million
-120,545 Reduced 28.13%
307,936 $17.3 Million
Q4 2019

Jan 23, 2020
BUY
$75.05 - $84.14 $878,310 - $984,690
11,703 Added 2.81%
428,481 $35.9 Million
Q3 2019

Nov 14, 2019
BUY
$73.61 - $80.67 $1.93 Million - $2.11 Million
26,181 Added 6.7%
416,778 $32.4 Million
Q2 2019

Aug 02, 2019
BUY
$73.17 - $81.37 $2.11 Million - $2.35 Million
28,875 Added 7.98%
390,597 $30.6 Million
Q1 2019

May 08, 2019
BUY
$68.34 - $81.18 $12.5 Million - $14.9 Million
182,968 Added 102.36%
361,722 $27.9 Million
Q4 2018

Feb 13, 2019
BUY
$65.14 - $85.94 $526,917 - $695,168
8,089 Added 4.74%
178,754 $12.4 Million
Q3 2018

Nov 06, 2018
BUY
$84.33 - $90.31 $1.72 Million - $1.84 Million
20,387 Added 13.57%
170,665 $14.9 Million
Q2 2018

Dec 07, 2018
BUY
$75.25 - $86.64 $10.2 Million - $11.7 Million
135,055 Added 887.18%
150,278 $12.5 Million
Q1 2018

May 17, 2018
SELL
$73.35 - $80.36 $255,404 - $279,813
-3,482 Reduced 18.62%
15,223 $1.17 Million
Q4 2017

Jan 31, 2018
SELL
$73.06 - $77.74 $193,389 - $205,777
-2,647 Reduced 12.4%
18,705 $1.44 Million
Q3 2017

Oct 31, 2017
SELL
$72.31 - $74.22 $396,186 - $406,651
-5,479 Reduced 20.42%
21,352 $1.59 Million
Q2 2017

Aug 08, 2017
BUY
N/A
26,831
26,831 $1.88 Million

Others Institutions Holding IJR

# of Institutions
2,788
Shares Held
536M
Call Options Held
995K
Put Options Held
461K
View Full List

About ISHARES CORE S&P SM CAP ETF

IJR Quotes by TradingView
  • Ticker IJR
  • Sector ETFs
  • Industry ETFs
More about IJR
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