Mc Kinley Carter Wealth Services, Inc. Ishares Tr Russell 200 ETF Transaction History
Mc Kinley Carter Wealth Services, Inc.
- $1.54 Billion
- Q2 2024
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 393,807 shares of IWL stock, worth $55.1 Million. This represents 3.43% of its overall portfolio holdings.
Number of Shares
393,807
Previous 384,402
2.45%
Holding current value
$55.1 Million
Previous $48.9 Million
7.95%
% of portfolio
3.43%
Previous 3.33%
Shares
15 transactions
Others Institutions Holding IWL
# of Institutions
161Shares Held
7.21MCall Options Held
0Put Options Held
0-
Tompkins Financial Corp927KShares$130 Million13.02% of portfolio
-
Morgan Stanley New York, NY583KShares$81.5 Million0.01% of portfolio
-
Gilbert & Cook, Inc.483KShares$67.5 Million9.56% of portfolio
-
Bank Of America Corp Charlotte, NC405KShares$56.6 Million0.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN367KShares$51.3 Million0.01% of portfolio