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

Mc Kinley Carter Wealth Services, Inc.

$1.62 Billion
Q3 2024

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 15, 2022	SELL	$64.88 - $77.18 $14,662 - $17,442	-226 Reduced 4.78%	4,498 $301,000
Q4 2021 Feb 07, 2022	SELL	$71.13 - $76.45 $363,189 - $390,353	-5,106 Reduced 51.94%	4,724 $361,000
Q3 2021 Nov 03, 2021	SELL	$69.93 - $74.13 $68,950 - $73,092	-986 Reduced 9.12%	9,830 $697,000
Q2 2021 Aug 12, 2021	SELL	$69.41 - $73.87 $2,984 - $3,176	-43 Reduced 0.4%	10,816 $778,000
Q1 2021 Apr 30, 2021	BUY	$61.28 - $69.6 $665,439 - $755,786	10,859 New	10,859 $748,000
Q1 2020 May 01, 2020	SELL	$39.87 - $63.83 $81,215 - $130,021	-2,037 Closed	0 $0
Q4 2019 Jan 23, 2020	BUY	$55.95 - $63.08 $113,970 - $128,493	2,037 New	2,037 $128,000
Q3 2019 Nov 14, 2019	SELL	$54.3 - $58.65 $1.76 Million - $1.9 Million	-32,339 Closed	0 $0
Q2 2019 Aug 02, 2019	BUY	$52.68 - $57.18 $88,133 - $95,662	1,673 Added 5.46%	32,339 $1.83 Million
Q1 2019 May 08, 2019	BUY	$48.21 - $55.66 $40,110 - $46,309	832 Added 2.79%	30,666 $1.68 Million
Q4 2018 Feb 13, 2019	BUY	$46.36 - $56.72 $163,836 - $200,448	3,534 Added 13.44%	29,834 $1.47 Million
Q3 2018 Nov 06, 2018	BUY	$53.63 - $57.68 $293,785 - $315,971	5,478 Added 26.31%	26,300 $1.48 Million
Q2 2018 Dec 07, 2018	BUY	$51.95 - $55.12 $360,013 - $381,981	6,930 Added 49.88%	20,822 $1.12 Million
Q1 2018 May 17, 2018	BUY	$51.81 - $58.63 $26,941 - $30,487	520 Added 3.89%	13,892 $738,000
Q4 2017 Jan 31, 2018	BUY	$52.55 - $55.6 $61,903 - $65,496	1,178 Added 9.66%	13,372 $741,000
Q3 2017 Oct 31, 2017	BUY	$52.0 - $52.35 $385,060 - $387,651	7,405 Added 154.63%	12,194 $638,000
Q2 2017 Aug 08, 2017	BUY	N/A	4,789	4,789 $244,000

Others Institutions Holding IUSV

# of Institutions

730

Shares Held

163M

Call Options Held

2.8K

Put Options Held

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