Mc Kinley Carter Wealth Services, Inc. Ishares Russell 1000 Val ETF Transaction History
Mc Kinley Carter Wealth Services, Inc.
- $1.47 Billion
- Q1 2024
A detailed history of Mc Kinley Carter Wealth Services, Inc. transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Mc Kinley Carter Wealth Services, Inc. holds 24,395 shares of IWD stock, worth $4.24 Million. This represents 0.3% of its overall portfolio holdings.
Number of Shares
24,395
Previous 24,772
1.52%
Holding current value
$4.24 Million
Previous $4.09 Million
6.74%
% of portfolio
0.3%
Previous 0.3%
Shares
27 transactions
Others Institutions Holding IWD
# of Institutions
1,638Shares Held
251MCall Options Held
509KPut Options Held
50K-
Bank Of America Corp Charlotte, NC49.8MShares$8.66 Billion0.84% of portfolio
-
Morgan Stanley New York, NY27.9MShares$4.85 Billion0.41% of portfolio
-
Goldman Sachs Group Inc New York, NY15.5MShares$2.7 Billion0.5% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.81MShares$1.71 Billion3.96% of portfolio
-
Jpmorgan Chase & CO New York, NY9.73MShares$1.69 Billion0.16% of portfolio