Mc Kinley Carter Wealth Services, Inc. Ishares S&P Smallcap 600 Value 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 S&P Smallcap 600 Value stock. As of the latest transaction made, Mc Kinley Carter Wealth Services, Inc. holds 33,477 shares of IJS stock, worth $3.23 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares
33,477
Previous 34,869 3.99%
Holding current value
$3.23 Million
Previous $3.59 Million 4.26%
% of portfolio
0.23%
Previous 0.27%

Shares

24 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 26, 2024
SELL
$95.88 - $102.78 $133,464 - $143,069
-1,392 Reduced 3.99%
33,477 $3.44 Million
Q4 2023

Feb 07, 2024
BUY
$82.1 - $104.53 $22,249 - $28,327
271 Added 0.78%
34,869 $3.59 Million
Q3 2023

Oct 13, 2023
SELL
$87.64 - $100.82 $43,732 - $50,309
-499 Reduced 1.42%
34,598 $3.09 Million
Q2 2023

Aug 02, 2023
SELL
$87.59 - $95.56 $120,874 - $131,872
-1,380 Reduced 3.78%
35,097 $3.34 Million
Q1 2023

Apr 24, 2023
SELL
$88.82 - $106.56 $219,829 - $263,736
-2,475 Reduced 6.35%
36,477 $3.41 Million
Q4 2022

Feb 07, 2023
BUY
$89.32 - $97.98 $16,524 - $18,126
185 Added 0.48%
38,952 $3.56 Million
Q3 2022

Oct 24, 2022
SELL
N/A
-3,134 Reduced 7.48%
38,767 $3.2 Million
Q2 2022

Jul 15, 2022
SELL
N/A
-4,002 Reduced 8.72%
41,901 $3.73 Million
Q1 2022

Apr 27, 2022
SELL
N/A
-8,553 Reduced 15.71%
45,903 $4.7 Million
Q4 2021

Feb 07, 2022
SELL
N/A
-12,340 Reduced 18.47%
54,456 $5.69 Million
Q3 2021

Nov 03, 2021
SELL
N/A
-5,509 Reduced 7.62%
66,796 $6.73 Million
Q2 2021

Aug 12, 2021
SELL
N/A
-7,036 Reduced 8.87%
72,305 $7.62 Million
Q1 2021

Apr 30, 2021
SELL
N/A
-4,455 Reduced 5.32%
79,341 $7.99 Million
Q4 2020

Feb 16, 2021
BUY
N/A
83,796 New
83,796 $6.81 Million
Q1 2020

May 01, 2020
SELL
N/A
-1,332 Closed
0 $0
Q3 2019

Nov 14, 2019
SELL
N/A
-2,812 Reduced 67.86%
1,332 $200,000
Q2 2019

Aug 02, 2019
SELL
N/A
-635 Reduced 13.29%
4,144 $616,000
Q4 2018

Feb 13, 2019
SELL
N/A
-104 Reduced 2.13%
4,779 $630,000
Q3 2018

Nov 06, 2018
BUY
N/A
13 Added 0.27%
4,883 $815,000
Q2 2018

Dec 07, 2018
BUY
N/A
895 Added 22.52%
4,870 $795,000
Q1 2018

May 17, 2018
BUY
N/A
1,292 Added 48.16%
3,975 $600,000
Q4 2017

Jan 31, 2018
BUY
N/A
310 Added 13.06%
2,683 $412,000
Q3 2017

Oct 31, 2017
BUY
N/A
1 Added 0.04%
2,373 $352,000
Q2 2017

Aug 08, 2017
BUY
N/A
2,372
2,372 $332,000

Others Institutions Holding IJS

# of Institutions
810
Shares Held
42.2M
Call Options Held
38.3K
Put Options Held
16K
View Full List

About ISHARES S&P SMALLCAP 600 VALUE

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