Mc Kinley Carter Wealth Services, Inc. Ishares Core S&P Total U.S. St 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 Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Mc Kinley Carter Wealth Services, Inc. holds 1,877 shares of ITOT stock, worth $272,277. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,877

Previous 1,877 -0.0%

Holding current value

$272,277

Previous $227,000 11.45%

% of portfolio

0.01%

Previous 0.01%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 15, 2025	SELL	$120.29 - $134.6 $4,210 - $4,711	-35 Reduced 1.83%	1,877 $227,000
Q4 2024 Jan 22, 2025	SELL	$124.26 - $134.12 $47,218 - $50,965	-380 Reduced 16.58%	1,912 $245,000
Q1 2024 Apr 26, 2024	SELL	$103.16 - $115.3 $35,280 - $39,432	-342 Reduced 12.98%	2,292 $264,000
Q3 2023 Oct 13, 2023	SELL	$93.72 - $101.39 $21,461 - $23,218	-229 Reduced 8.0%	2,634 $248,000
Q2 2023 Aug 02, 2023	BUY	$89.03 - $97.84 $20,387 - $22,405	229 Added 8.69%	2,863 $280,000
Q1 2023 Apr 24, 2023	SELL	$84.12 - $93.15 $9,421 - $10,432	-112 Reduced 4.08%	2,634 $238,000
Q4 2022 Feb 07, 2023	SELL	$79.44 - $90.48 $11,995 - $13,662	-151 Reduced 5.21%	2,746 $232,000
Q1 2022 Apr 27, 2022	SELL	$93.09 - $107.63 $70,748 - $81,798	-760 Reduced 20.78%	2,897 $292,000
Q4 2021 Feb 07, 2022	SELL	$98.24 - $107.61 $94,113 - $103,090	-958 Reduced 20.76%	3,657 $391,000
Q3 2021 Nov 03, 2021	SELL	$97.33 - $103.96 $72,316 - $77,242	-743 Reduced 13.87%	4,615 $454,000
Q2 2021 Aug 12, 2021	SELL	$92.76 - $98.86 $33,950 - $36,182	-366 Reduced 6.39%	5,358 $529,000
Q1 2021 Apr 30, 2021	SELL	$85.12 - $92.58 $204,968 - $222,932	-2,408 Reduced 29.61%	5,724 $524,000
Q4 2020 Feb 16, 2021	BUY	$74.05 - $86.22 $602,174 - $701,141	8,132 New	8,132 $701,000

Others Institutions Holding ITOT

# of Institutions

1,637

Shares Held

324M

Call Options Held

69.1K

Put Options Held

33.4K

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About ISHARES CORE S&P TOTAL U.S. ST

Ticker ITOT
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Mc Kinley Carter Wealth Services, Inc. Ishares Core S&P Total U.S. St Transaction History