Mc Kinley Carter Wealth Services, Inc. Ihares Core 1 5 Years Usd Bond Transaction History

Mc Kinley Carter Wealth Services, Inc.

  • $1.72 Billion
  • Q2 2025

A detailed history of Mc Kinley Carter Wealth Services, Inc. transactions in Ihares Core 1 5 Years Usd Bond stock. As of the latest transaction made, Mc Kinley Carter Wealth Services, Inc. holds 30,133 shares of ISTB stock, worth $1.46 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
30,133
Previous 47,269 36.25%
Holding current value
$1.46 Million
Previous $2.28 Million 35.86%
% of portfolio
0.09%
Previous 0.15%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 24, 2025
SELL
$47.89 - $48.65 $820,643 - $833,666
-17,136 Reduced 36.25%
30,133 $1.47 Million
Q1 2025

Apr 15, 2025
SELL
$47.59 - $48.35 $7.88 Million - $8 Million
-165,528 Reduced 77.79%
47,269 $2.28 Million
Q4 2024

Jan 22, 2025
BUY
$47.58 - $48.56 $607,834 - $620,354
12,775 Added 6.39%
212,797 $10.2 Million
Q3 2024

Oct 15, 2024
BUY
$47.18 - $48.74 $343,800 - $355,168
7,287 Added 3.78%
200,022 $9.74 Million
Q2 2024

Aug 09, 2024
BUY
$46.84 - $47.46 $254,950 - $258,324
5,443 Added 2.91%
192,735 $9.13 Million
Q1 2024

Apr 26, 2024
BUY
$47.16 - $47.73 $457,404 - $462,933
9,699 Added 5.46%
187,292 $8.89 Million
Q4 2023

Feb 07, 2024
BUY
$46.0 - $47.56 $259,118 - $267,905
5,633 Added 3.28%
177,593 $8.45 Million
Q3 2023

Oct 13, 2023
BUY
$46.26 - $46.9 $424,898 - $430,776
9,185 Added 5.64%
171,960 $7.98 Million
Q2 2023

Aug 02, 2023
BUY
$46.63 - $47.38 $560,585 - $569,602
12,022 Added 7.97%
162,775 $7.59 Million
Q1 2023

Apr 24, 2023
BUY
$46.16 - $47.28 $2.12 Million - $2.17 Million
45,937 Added 43.83%
150,753 $7.11 Million
Q4 2022

Feb 07, 2023
SELL
$45.61 - $46.84 $273,751 - $281,133
-6,002 Reduced 5.42%
104,816 $4.87 Million
Q3 2022

Oct 24, 2022
BUY
$45.93 - $47.9 $165,210 - $172,296
3,597 Added 3.35%
110,818 $5.11 Million
Q2 2022

Jul 15, 2022
BUY
$46.78 - $48.31 $337,938 - $348,991
7,224 Added 7.22%
107,221 $5.08 Million
Q1 2022

Apr 27, 2022
BUY
$48.28 - $50.36 $761,954 - $794,781
15,782 Added 18.74%
99,997 $4.85 Million
Q4 2021

Feb 07, 2022
BUY
$50.4 - $51.06 $532,022 - $538,989
10,556 Added 14.33%
84,215 $4.25 Million
Q3 2021

Nov 03, 2021
BUY
$51.04 - $51.35 $431,543 - $434,164
8,455 Added 12.97%
73,659 $3.76 Million
Q2 2021

Aug 12, 2021
BUY
$51.18 - $51.42 $552,999 - $555,593
10,805 Added 19.86%
65,204 $3.34 Million
Q1 2021

Apr 30, 2021
BUY
$51.2 - $51.67 $2.79 Million - $2.81 Million
54,399 New
54,399 $2.79 Million

Others Institutions Holding ISTB

# of Institutions
418
Shares Held
61.5M
Call Options Held
0
Put Options Held
100
View Full List

About IHARES CORE 1-5 YEARS USD BOND

ISTB Quotes by TradingView
  • Ticker ISTB
  • Sector ETFs
  • Industry ETFs
More about ISTB
Track This Portfolio

Track Mc Kinley Carter Wealth Services, Inc. Portfolio

Follow Mc Kinley Carter Wealth Services, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mc Kinley Carter Wealth Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Mc Kinley Carter Wealth Services, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email