Mc Kinley Carter Wealth Services, Inc. Ishare Morningstar Mid Cap Gro Transaction History

Mc Kinley Carter Wealth Services, Inc.

  • $1.56 Billion
  • Q1 2025

A detailed history of Mc Kinley Carter Wealth Services, Inc. transactions in Ishare Morningstar Mid Cap Gro stock. As of the latest transaction made, Mc Kinley Carter Wealth Services, Inc. holds 4,183 shares of IMCG stock, worth $327,068. This represents 0.02% of its overall portfolio holdings.

Number of Shares
4,183
Previous 4,185 0.05%
Holding current value
$327,068
Previous $316,000 5.7%
% of portfolio
0.02%
Previous 0.02%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 15, 2025
SELL
$69.69 - $79.99 $139 - $159
-2 Reduced 0.05%
4,183 $298,000
Q4 2024

Jan 22, 2025
SELL
$72.18 - $81.41 $231,842 - $261,488
-3,212 Reduced 43.42%
4,185 $316,000
Q3 2024

Oct 15, 2024
SELL
$65.15 - $72.97 $55,377 - $62,024
-850 Reduced 10.31%
7,397 $539,000
Q2 2024

Aug 09, 2024
SELL
$65.46 - $70.15 $3,534 - $3,788
-54 Reduced 0.65%
8,247 $558,000
Q1 2024

Apr 26, 2024
SELL
$62.4 - $70.68 $67,204 - $76,122
-1,077 Reduced 11.48%
8,301 $586,000
Q4 2023

Feb 07, 2024
SELL
$53.24 - $64.9 $168,877 - $205,862
-3,172 Reduced 25.27%
9,378 $604,000
Q3 2023

Oct 13, 2023
SELL
$56.42 - $63.15 $259,193 - $290,111
-4,594 Reduced 26.8%
12,550 $716,000
Q2 2023

Aug 02, 2023
SELL
$55.21 - $60.94 $8.12 Million - $8.96 Million
-146,992 Reduced 89.56%
17,144 $1.04 Million
Q1 2023

Apr 24, 2023
BUY
$53.41 - $60.85 $424,876 - $484,061
7,955 Added 5.09%
164,136 $9.45 Million
Q4 2022

Feb 07, 2023
BUY
$49.2 - $57.69 $234,241 - $274,662
4,761 Added 3.14%
156,181 $8.42 Million
Q3 2022

Oct 24, 2022
BUY
$50.31 - $61.06 $7.62 Million - $9.25 Million
151,420 New
151,420 $7.63 Million

Others Institutions Holding IMCG

# of Institutions
393
Shares Held
22.9M
Call Options Held
0
Put Options Held
335
View Full List

About ISHARE MORNINGSTAR MID CAP GRO

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