Mc Kinley Carter Wealth Services, Inc. Ishares Core S&P 500 ETF 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 Ishares Core S&P 500 ETF stock. As of the latest transaction made, Mc Kinley Carter Wealth Services, Inc. holds 167,606 shares of IVV stock, worth $92.7 Million. This represents 5.99% of its overall portfolio holdings.
Number of Shares
167,606
Previous 183,144
8.48%
Holding current value
$92.7 Million
Previous $108 Million
13.23%
% of portfolio
5.99%
Previous 6.74%
Shares
33 transactions
Others Institutions Holding IVV
# of Institutions
3,890Shares Held
760MCall Options Held
1.94MPut Options Held
2.31M-
Black Rock Inc. New York, NY66.4MShares$36.7 Billion0.84% of portfolio
-
Envestnet Asset Management Inc33.5MShares$18.6 Billion6.55% of portfolio
-
Northwestern Mutual Wealth Management CO30.5MShares$16.9 Billion15.25% of portfolio
-
Morgan Stanley New York, NY27.9MShares$15.4 Billion1.18% of portfolio
-
Marshall Wace, LLP London, X023.6MShares$13.1 Billion17.72% of portfolio