Mc Kinley Carter Wealth Services, Inc. Ishares S&P 500 Growth ETF 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 S&P 500 Growth ETF stock. As of the latest transaction made, Mc Kinley Carter Wealth Services, Inc. holds 8,585 shares of IVW stock, worth $854,035. This represents 0.05% of its overall portfolio holdings.

Number of Shares
8,585
Previous 9,775 12.17%
Holding current value
$854,035
Previous $904,000 9.07%
% of portfolio
0.05%
Previous 0.06%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,816
Shares Held
414M
Call Options Held
355K
Put Options Held
454K
View Full List

About ISHARES S&P 500 GROWTH ETF

IVW Quotes by TradingView
  • Ticker IVW
  • Sector ETFs
  • Industry ETFs
More about IVW
Track This Portfolio

Track Mc Kinley Carter Wealth Services, Inc. Portfolio

Follow Mc Kinley Carter Wealth Services, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mc Kinley Carter Wealth Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Mc Kinley Carter Wealth Services, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email