Mc Kinley Carter Wealth Services, Inc. Ishares Russell 2000 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 2000 ETF stock. As of the latest transaction made, Mc Kinley Carter Wealth Services, Inc. holds 29,360 shares of IWM stock, worth $5.48 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares

29,360

Previous 32,247 8.95%

Holding current value

$5.48 Million

Previous $7.13 Million 17.4%

% of portfolio

0.38%

Previous 0.45%

33 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 15, 2025	SELL	$198.1 - $229.79 $571,914 - $663,403	-2,887 Reduced 8.95%	29,360 $5.89 Million
Q4 2024 Jan 22, 2025	SELL	$216.13 - $242.4 $45,819 - $51,388	-212 Reduced 0.65%	32,247 $7.13 Million
Q3 2024 Oct 15, 2024	SELL	$200.87 - $224.6 $299,698 - $335,103	-1,492 Reduced 4.39%	32,459 $7.17 Million
Q2 2024 Aug 09, 2024	SELL	$192.84 - $209.44 $157,743 - $171,321	-818 Reduced 2.35%	33,951 $6.89 Million
Q1 2024 Apr 26, 2024	SELL	$189.48 - $210.3 $185,500 - $205,883	-979 Reduced 2.74%	34,769 $7.31 Million
Q4 2023 Feb 07, 2024	SELL	$162.21 - $204.82 $606,178 - $765,412	-3,737 Reduced 9.46%	35,748 $7.17 Million
Q3 2023 Oct 13, 2023	SELL	$174.36 - $198.71 $90,667 - $103,329	-520 Reduced 1.3%	39,485 $6.98 Million
Q2 2023 Aug 02, 2023	SELL	$170.4 - $187.93 $112,634 - $124,221	-661 Reduced 1.63%	40,005 $7.49 Million
Q1 2023 Apr 24, 2023	SELL	$170.25 - $198.32 $338,797 - $394,656	-1,990 Reduced 4.67%	40,666 $7.25 Million
Q4 2022 Feb 07, 2023	SELL	$166.81 - $188.05 $219,521 - $247,473	-1,316 Reduced 2.99%	42,656 $7.44 Million
Q3 2022 Oct 24, 2022	SELL	$164.17 - $201.07 $110,978 - $135,923	-676 Reduced 1.51%	43,972 $7.25 Million
Q2 2022 Jul 15, 2022	SELL	$163.9 - $207.91 $161,769 - $205,207	-987 Reduced 2.16%	44,648 $7.56 Million
Q1 2022 Apr 27, 2022	SELL	$191.52 - $225.32 $1.59 Million - $1.87 Million	-8,311 Reduced 15.41%	45,635 $9.37 Million
Q4 2021 Feb 07, 2022	BUY	$212.12 - $242.56 $863,752 - $987,704	4,072 Added 8.16%	53,946 $12 Million
Q3 2021 Nov 03, 2021	SELL	$211.73 - $231.39 $226,762 - $247,818	-1,071 Reduced 2.1%	49,874 $10.9 Million
Q2 2021 Aug 12, 2021	SELL	$211.85 - $232.89 $72,240 - $79,415	-341 Reduced 0.66%	50,945 $11.7 Million
Q1 2021 Apr 30, 2021	BUY	$193.5 - $234.42 $1.13 Million - $1.36 Million	5,814 Added 12.79%	51,286 $11.3 Million
Q4 2020 Feb 16, 2021	BUY	$152.18 - $199.14 $59,350 - $77,664	390 Added 0.87%	45,472 $8.92 Million
Q4 2020 Feb 12, 2021	SELL	$152.18 - $199.14 $340,426 - $445,476	-2,237 Reduced 4.73%	45,082 $8.84 Million
Q3 2020 Oct 14, 2020	SELL	$139.07 - $158.46 $891,994 - $1.02 Million	-6,414 Reduced 11.94%	47,319 $7.09 Million
Q2 2020 Jul 20, 2020	SELL	$104.62 - $153.09 $1.73 Million - $2.53 Million	-16,505 Reduced 23.5%	53,733 $7.69 Million
Q1 2020 May 01, 2020	BUY	$99.9 - $169.53 $3.5 Million - $5.94 Million	35,062 Added 99.68%	70,238 $8.04 Million
Q4 2019 Jan 23, 2020	BUY	$146.46 - $166.68 $100,471 - $114,342	686 Added 1.99%	35,176 $5.83 Million
Q3 2019 Nov 14, 2019	SELL	$144.85 - $157.9 $54,173 - $59,054	-374 Reduced 1.07%	34,490 $5.22 Million
Q2 2019 Aug 02, 2019	SELL	$145.86 - $160.71 $86,057 - $94,818	-590 Reduced 1.66%	34,864 $5.42 Million
Q1 2019 May 08, 2019	BUY	$132.25 - $158.24 $40,733 - $48,737	308 Added 0.88%	35,454 $5.43 Million
Q4 2018 Feb 13, 2019	BUY	$125.88 - $166.33 $2.6 Million - $3.43 Million	20,617 Added 141.9%	35,146 $4.71 Million
Q3 2018 Nov 06, 2018	BUY	$164.2 - $173.02 $21,346 - $22,492	130 Added 0.9%	14,529 $2.45 Million
Q2 2018 Dec 07, 2018	SELL	$148.13 - $169.97 $37,032 - $42,492	-250 Reduced 1.71%	14,399 $2.36 Million
Q1 2018 May 17, 2018	SELL	$145.44 - $159.96 $131,041 - $144,123	-901 Reduced 5.79%	14,649 $2.22 Million
Q4 2017 Jan 31, 2018	BUY	$145.63 - $154.3 $31,164 - $33,020	214 Added 1.4%	15,550 $2.37 Million
Q3 2017 Oct 31, 2017	SELL	$144.61 - $148.18 $27,475 - $28,154	-190 Reduced 1.22%	15,336 $2.27 Million
Q2 2017 Aug 08, 2017	BUY	N/A	15,526	15,526 $2.19 Million

Others Institutions Holding IWM

# of Institutions

2,940

Shares Held

302M

Call Options Held

213M

Put Options Held

497M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
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Mc Kinley Carter Wealth Services, Inc. Ishares Russell 2000 ETF Transaction History