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

Mc Kinley Carter Wealth Services, Inc.

  • $1.62 Billion
  • Q3 2024

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 2,292 shares of ITOT stock, worth $297,478. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,292
Previous 2,292 -0.0%
Holding current value
$297,478
Previous $272,000 5.51%
% of portfolio
0.02%
Previous 0.02%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,379
Shares Held
303M
Call Options Held
58.9K
Put Options Held
20K
View Full List

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

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