Mc Kinley Carter Wealth Services, Inc. Ishares Russell 1000 Val 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 Russell 1000 Val ETF stock. As of the latest transaction made, Mc Kinley Carter Wealth Services, Inc. holds 20,558 shares of IWD stock, worth $3.71 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares
20,558
Previous 21,411 3.98%
Holding current value
$3.71 Million
Previous $3.96 Million 3.38%
% of portfolio
0.25%
Previous 0.25%

Shares

31 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 15, 2025
SELL
$182.82 - $196.21 $155,945 - $167,367
-853 Reduced 3.98%
20,558 $3.83 Million
Q4 2024

Jan 22, 2025
SELL
$183.23 - $199.79 $216,028 - $235,552
-1,179 Reduced 5.22%
21,411 $3.96 Million
Q3 2024

Oct 15, 2024
SELL
$173.36 - $189.8 $317,422 - $347,523
-1,831 Reduced 7.5%
22,590 $4.29 Million
Q2 2024

Aug 09, 2024
BUY
$169.4 - $179.05 $4,404 - $4,655
26 Added 0.11%
24,421 $4.26 Million
Q1 2024

Apr 26, 2024
SELL
$161.84 - $179.11 $61,013 - $67,524
-377 Reduced 1.52%
24,395 $4.37 Million
Q4 2023

Feb 07, 2024
SELL
$143.69 - $165.7 $228,036 - $262,965
-1,587 Reduced 6.02%
24,772 $4.09 Million
Q3 2023

Oct 13, 2023
SELL
$151.73 - $163.56 $231,388 - $249,429
-1,525 Reduced 5.47%
26,359 $4 Million
Q2 2023

Aug 02, 2023
SELL
$148.55 - $157.83 $45,604 - $48,453
-307 Reduced 1.09%
27,884 $4.4 Million
Q1 2023

Apr 24, 2023
SELL
$145.2 - $161.56 $43,850 - $48,791
-302 Reduced 1.06%
28,191 $4.29 Million
Q4 2022

Feb 07, 2023
SELL
$136.78 - $158.99 $45,410 - $52,784
-332 Reduced 1.15%
28,493 $4.32 Million
Q3 2022

Oct 24, 2022
SELL
$135.99 - $161.15 $113,279 - $134,237
-833 Reduced 2.81%
28,825 $3.92 Million
Q2 2022

Jul 15, 2022
SELL
$140.99 - $168.41 $108,844 - $130,012
-772 Reduced 2.54%
29,658 $4.3 Million
Q1 2022

Apr 27, 2022
SELL
$157.15 - $170.51 $133,577 - $144,933
-850 Reduced 2.72%
30,430 $5.05 Million
Q4 2021

Feb 07, 2022
SELL
$157.12 - $168.08 $218,082 - $233,295
-1,388 Reduced 4.25%
31,280 $5.25 Million
Q3 2021

Nov 03, 2021
SELL
$154.62 - $164.07 $148,435 - $157,507
-960 Reduced 2.85%
32,668 $5.11 Million
Q2 2021

Aug 12, 2021
SELL
$152.86 - $162.4 $203,915 - $216,641
-1,334 Reduced 3.82%
33,628 $5.33 Million
Q1 2021

Apr 30, 2021
SELL
$134.89 - $153.0 $42,760 - $48,501
-317 Reduced 0.9%
34,962 $5.3 Million
Q4 2020

Feb 16, 2021
BUY
$115.84 - $136.73 $4.09 Million - $4.82 Million
35,279 New
35,279 $4.82 Million
Q3 2020

Oct 14, 2020
SELL
$111.27 - $124.26 $580,495 - $648,264
-5,217 Closed
0 $0
Q2 2020

Jul 20, 2020
SELL
$94.52 - $125.14 $575,248 - $761,602
-6,086 Reduced 53.84%
5,217 $588,000
Q1 2020

May 01, 2020
SELL
$85.17 - $138.52 $141,722 - $230,497
-1,664 Reduced 12.83%
11,303 $1.12 Million
Q4 2019

Jan 23, 2020
SELL
$123.85 - $136.67 $62,048 - $68,471
-501 Reduced 3.72%
12,967 $1.77 Million
Q3 2019

Nov 14, 2019
BUY
$127.92 - $130.25 $221,685 - $225,723
1,733 Added 14.77%
13,468 $1.73 Million
Q2 2019

Aug 02, 2019
SELL
N/A
-829 Reduced 6.6%
11,735 $1.49 Million
Q1 2019

May 08, 2019
SELL
N/A
-840 Reduced 6.27%
12,564 $1.55 Million
Q4 2018

Feb 13, 2019
BUY
N/A
6,405 Added 91.51%
13,404 $1.49 Million
Q3 2018

Nov 06, 2018
SELL
N/A
-7,977 Reduced 53.27%
6,999 $886,000
Q2 2018

Dec 07, 2018
SELL
N/A
-43,695 Reduced 74.47%
14,976 $1.82 Million
Q1 2018

May 17, 2018
BUY
N/A
6,019 Added 11.43%
58,671 $7.04 Million
Q4 2017

Jan 31, 2018
BUY
N/A
3,812 Added 7.81%
52,652 $6.55 Million
Q3 2017

Oct 31, 2017
BUY
N/A
48,840
48,840 $5.79 Million

Others Institutions Holding IWD

# of Institutions
1,887
Shares Held
287M
Call Options Held
1.31M
Put Options Held
1.09M
View Full List

About ISHARES RUSSELL 1000 VAL ETF

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