Mc Kinley Carter Wealth Services, Inc. Ishares Tr Russell 1000 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 Tr Russell 1000 ETF stock. As of the latest transaction made, Mc Kinley Carter Wealth Services, Inc. holds 320,104 shares of IWB stock, worth $106 Million. This represents 6.23% of its overall portfolio holdings.

Number of Shares
320,104
Previous 324,069 1.22%
Holding current value
$106 Million
Previous $96.4 Million 4.37%
% of portfolio
6.23%
Previous 6.26%

Shares

31 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024
SELL
$283.28 - $314.39 $1.12 Million - $1.25 Million
-3,965 Reduced 1.22%
320,104 $101 Million
Q2 2024

Aug 09, 2024
BUY
$272.21 - $298.72 $27.4 Million - $30 Million
100,480 Added 44.94%
324,069 $96.4 Million
Q1 2024

Apr 26, 2024
BUY
$257.46 - $288.1 $743,287 - $831,744
2,887 Added 1.31%
223,589 $64.4 Million
Q4 2023

Feb 07, 2024
SELL
$225.16 - $263.17 $1.06 Million - $1.24 Million
-4,728 Reduced 2.1%
220,702 $57.9 Million
Q3 2023

Oct 13, 2023
SELL
$234.05 - $252.17 $1.01 Million - $1.09 Million
-4,309 Reduced 1.88%
225,430 $53 Million
Q2 2023

Aug 02, 2023
SELL
$221.85 - $243.74 $78,313 - $86,040
-353 Reduced 0.15%
229,739 $56 Million
Q1 2023

Apr 24, 2023
BUY
$208.78 - $230.55 $438,020 - $483,693
2,098 Added 0.92%
230,092 $51.8 Million
Q4 2022

Feb 07, 2023
SELL
$196.94 - $224.49 $990,805 - $1.13 Million
-5,031 Reduced 2.16%
227,994 $48 Million
Q3 2022

Oct 24, 2022
SELL
$197.33 - $237.63 $96,494 - $116,201
-489 Reduced 0.21%
233,025 $46 Million
Q2 2022

Jul 15, 2022
SELL
$201.03 - $253.2 $600,275 - $756,055
-2,986 Reduced 1.26%
233,514 $48.5 Million
Q1 2022

Apr 27, 2022
SELL
$230.48 - $266.11 $616,764 - $712,110
-2,676 Reduced 1.12%
236,500 $59.1 Million
Q4 2021

Feb 07, 2022
BUY
$241.33 - $266.02 $815,212 - $898,615
3,378 Added 1.43%
239,176 $63.2 Million
Q3 2021

Nov 03, 2021
SELL
$239.32 - $255.42 $1.22 Million - $1.3 Million
-5,098 Reduced 2.12%
235,798 $57 Million
Q2 2021

Aug 12, 2021
SELL
$226.48 - $242.11 $1.03 Million - $1.1 Million
-4,542 Reduced 1.85%
240,896 $58.3 Million
Q1 2021

Apr 30, 2021
BUY
$208.89 - $225.24 $501,962 - $541,251
2,403 Added 0.99%
245,438 $54.9 Million
Q4 2020

Feb 16, 2021
BUY
$182.85 - $211.84 $5.08 Million - $5.88 Million
27,776 Added 12.9%
243,035 $51.5 Million
Q4 2020

Feb 12, 2021
SELL
$182.85 - $211.84 $10.9 Million - $12.7 Million
-59,833 Reduced 21.75%
215,259 $45.6 Million
Q3 2020

Oct 14, 2020
SELL
$172.79 - $199.44 $12.9 Million - $14.9 Million
-74,697 Reduced 21.35%
275,092 $51.5 Million
Q2 2020

Jul 20, 2020
SELL
$135.3 - $179.75 $18.2 Million - $24.1 Million
-134,329 Reduced 27.75%
349,789 $60.1 Million
Q1 2020

May 01, 2020
BUY
$122.99 - $188.06 $6.02 Million - $9.2 Million
48,910 Added 11.24%
484,118 $68.5 Million
Q4 2019

Jan 23, 2020
BUY
$159.7 - $178.97 $2.38 Million - $2.67 Million
14,894 Added 3.54%
435,208 $77.7 Million
Q3 2019

Nov 14, 2019
BUY
$163.68 - $167.08 $2.98 Million - $3.04 Million
18,213 Added 4.53%
420,314 $69.2 Million
Q2 2019

Aug 02, 2019
SELL
N/A
-1,617 Reduced 0.4%
402,101 $65.5 Million
Q1 2019

May 08, 2019
SELL
N/A
-19,213 Reduced 4.54%
403,718 $63.5 Million
Q4 2018

Feb 13, 2019
BUY
N/A
136,095 Added 47.45%
422,931 $58.7 Million
Q3 2018

Nov 06, 2018
BUY
N/A
1,527 Added 0.54%
286,836 $46.4 Million
Q2 2018

Dec 07, 2018
SELL
N/A
-20,612 Reduced 6.74%
285,309 $43.4 Million
Q1 2018

May 17, 2018
BUY
N/A
10,235 Added 3.46%
305,921 $44.9 Million
Q4 2017

Jan 31, 2018
BUY
N/A
67,988 Added 29.86%
295,686 $43.9 Million
Q3 2017

Oct 31, 2017
BUY
N/A
60,805 Added 36.43%
227,698 $31.9 Million
Q2 2017

Aug 08, 2017
BUY
N/A
166,893
166,893 $22.6 Million

Others Institutions Holding IWB

# of Institutions
1,373
Shares Held
93.2M
Call Options Held
221K
Put Options Held
52.5K
View Full List

About ISHARES TR RUSSELL 1000 ETF

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