Mc Kinley Carter Wealth Services, Inc. Ishares S&P 500 Growth ETF Transaction History

Mc Kinley Carter Wealth Services, Inc.

  • $1.82 Billion
  • Q3 2025

A detailed history of Mc Kinley Carter Wealth Services, Inc. transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Mc Kinley Carter Wealth Services, Inc. holds 8,404 shares of IVW stock, worth $1.02 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
8,404
Previous 8,267 1.66%
Holding current value
$1.02 Million
Previous $910,000 11.43%
% of portfolio
0.06%
Previous 0.05%

Shares

24 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 03, 2025
BUY
$108.97 - $121.65 $14,928 - $16,666
137 Added 1.66%
8,404 $1.01 Million
Q2 2025

Jul 24, 2025
SELL
$82.96 - $110.1 $21,071 - $27,965
-254 Reduced 2.98%
8,267 $910,000
Q1 2025

Apr 15, 2025
SELL
$92.45 - $106.69 $1,294 - $1,493
-14 Reduced 0.16%
8,521 $788,000
Q4 2024

Jan 22, 2025
SELL
$94.43 - $105.47 $4,721 - $5,273
-50 Reduced 0.58%
8,535 $866,000
Q3 2024

Oct 15, 2024
SELL
$84.77 - $97.13 $100,876 - $115,584
-1,190 Reduced 12.17%
8,585 $822,000
Q2 2024

Aug 09, 2024
BUY
$79.31 - $93.31 $60,751 - $71,475
766 Added 8.5%
9,775 $904,000
Q1 2024

Apr 26, 2024
SELL
$72.87 - $85.14 $3,862 - $4,512
-53 Reduced 0.58%
9,009 $760,000
Q4 2023

Feb 07, 2024
SELL
$65.78 - $75.4 $113,865 - $130,517
-1,731 Reduced 16.04%
9,062 $680,000
Q3 2023

Oct 13, 2023
SELL
$68.05 - $72.66 $35,113 - $37,492
-516 Reduced 4.56%
10,793 $738,000
Q2 2023

Aug 02, 2023
BUY
$63.21 - $70.48 $17,003 - $18,959
269 Added 2.44%
11,309 $797,000
Q1 2023

Apr 24, 2023
BUY
$57.25 - $63.89 $5,095 - $5,686
89 Added 0.81%
11,040 $705,000
Q4 2022

Feb 07, 2023
SELL
$56.73 - $63.56 $1,588 - $1,779
-28 Reduced 0.26%
10,951 $640,000
Q3 2022

Oct 24, 2022
SELL
$57.85 - $71.43 $6,942 - $8,571
-120 Reduced 1.08%
10,979 $635,000
Q2 2022

Jul 15, 2022
SELL
$58.13 - $77.8 $148,812 - $199,168
-2,560 Reduced 18.74%
11,099 $670,000
Q1 2022

Apr 27, 2022
SELL
$68.33 - $84.32 $20,772 - $25,633
-304 Reduced 2.18%
13,659 $1.04 Million
Q4 2021

Feb 07, 2022
SELL
$73.18 - $84.81 $30,150 - $34,941
-412 Reduced 2.87%
13,963 $1.17 Million
Q3 2021

Nov 03, 2021
SELL
$72.99 - $79.0 $99,777 - $107,993
-1,367 Reduced 8.68%
14,375 $1.06 Million
Q2 2021

Aug 12, 2021
BUY
$65.96 - $72.81 $62,464 - $68,951
947 Added 6.4%
15,742 $1.15 Million
Q1 2021

Apr 30, 2021
SELL
$61.43 - $67.25 $19,719 - $21,587
-321 Reduced 2.12%
14,795 $963,000
Q4 2020

Feb 16, 2021
BUY
$56.17 - $63.82 $849,065 - $964,703
15,116 New
15,116 $964,000
Q1 2020

May 01, 2020
SELL
$36.14 - $52.65 $22,479 - $32,748
-622 Closed
0 $0
Q4 2019

Jan 23, 2020
BUY
$43.72 - $48.62 $27,193 - $30,241
622 New
622 $120,000
Q2 2018

Dec 07, 2018
SELL
$37.83 - $42.01 $6,241 - $6,931
-165 Closed
0 $0
Q1 2018

May 17, 2018
BUY
$37.4 - $41.49 $6,171 - $6,845
165 New
165 $26,000

Others Institutions Holding IVW

# of Institutions
2,175
Shares Held
420M
Call Options Held
212K
Put Options Held
158K
View Full List

About ISHARES S&P 500 GROWTH ETF

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