Mc Kinley Carter Wealth Services, Inc. Ishares Tr Russell 200 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 Tr Russell 200 ETF stock. As of the latest transaction made, Mc Kinley Carter Wealth Services, Inc. holds 215,150 shares of IWL stock, worth $29.4 Million. This represents 1.88% of its overall portfolio holdings.

Number of Shares

215,150

Previous 365,416 41.12%

Holding current value

$29.4 Million

Previous $52.9 Million 44.4%

% of portfolio

1.88%

Previous 3.31%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 15, 2025	SELL	$135.83 - $151.73 $20.4 Million - $22.8 Million	-150,266 Reduced 41.12%	215,150 $29.4 Million
Q4 2024 Jan 22, 2025	SELL	$138.92 - $149.97 $1.65 Million - $1.78 Million	-11,901 Reduced 3.15%	365,416 $52.9 Million
Q3 2024 Oct 15, 2024	SELL	$126.32 - $140.44 $2.08 Million - $2.32 Million	-16,490 Reduced 4.19%	377,317 $53 Million
Q2 2024 Aug 09, 2024	BUY	$120.51 - $134.58 $1.13 Million - $1.27 Million	9,405 Added 2.45%	393,807 $52.8 Million
Q1 2024 Apr 26, 2024	BUY	$113.2 - $127.12 $2.44 Million - $2.74 Million	21,529 Added 5.93%	384,402 $48.9 Million
Q4 2023 Feb 07, 2024	BUY	$99.76 - $115.49 $9.18 Million - $10.6 Million	92,046 Added 33.99%	362,873 $41.8 Million
Q3 2023 Oct 13, 2023	SELL	$103.05 - $110.14 $114,694 - $122,585	-1,113 Reduced 0.41%	270,827 $28 Million
Q2 2023 Aug 02, 2023	SELL	$96.37 - $106.64 $6.85 Million - $7.58 Million	-71,057 Reduced 20.72%	271,940 $29 Million
Q1 2023 Apr 24, 2023	SELL	$89.07 - $98.04 $1.78 Million - $1.96 Million	-19,983 Reduced 5.51%	342,997 $33.4 Million
Q4 2022 Feb 07, 2023	BUY	$84.55 - $96.02 $139,676 - $158,625	1,652 Added 0.46%	362,980 $32.7 Million
Q3 2022 Oct 24, 2022	BUY	$84.9 - $102.29 $2.84 Million - $3.42 Million	33,416 Added 10.19%	361,328 $30.7 Million
Q2 2022 Jul 15, 2022	BUY	$86.81 - $109.4 $27.3 Million - $34.4 Million	314,287 Added 2306.69%	327,912 $29.5 Million
Q1 2022 Apr 27, 2022	BUY	$99.32 - $114.92 $1.14 Million - $1.32 Million	11,488 Added 537.58%	13,625 $1.47 Million
Q4 2021 Feb 07, 2022	SELL	$102.63 - $114.76 $36,946 - $41,313	-360 Reduced 14.42%	2,137 $244,000
Q3 2021 Nov 03, 2021	BUY	$102.4 - $108.9 $14,438 - $15,354	141 Added 5.98%	2,497 $257,000
Q2 2021 Aug 12, 2021	SELL	$95.79 - $102.81 $152,976 - $164,187	-1,597 Reduced 40.4%	2,356 $242,000
Q1 2021 Apr 30, 2021	BUY	$89.14 - $94.85 $16,401 - $17,452	184 Added 4.88%	3,953 $374,000
Q4 2020 Feb 16, 2021	BUY	$78.58 - $90.29 $296,168 - $340,303	3,769 New	3,769 $340,000

Others Institutions Holding IWL

# of Institutions

198

Shares Held

7.54M

Call Options Held

Put Options Held

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About ISHARES TR RUSSELL 200 ETF

Ticker IWL
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Mc Kinley Carter Wealth Services, Inc. Ishares Tr Russell 200 ETF Transaction History