Mc Kinley Carter Wealth Services, Inc. Ishares Russell2000 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 Russell2000 Val ETF stock. As of the latest transaction made, Mc Kinley Carter Wealth Services, Inc. holds 4,080 shares of IWN stock, worth $590,784. This represents 0.04% of its overall portfolio holdings.

Number of Shares
4,080
Previous 4,291 4.92%
Holding current value
$590,784
Previous $704,000 12.5%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Apr 15, 2025
SELL
$149.27 - $169.4 $31,495 - $35,743
-211 Reduced 4.92%
4,080 $616,000
Q4 2024

Jan 22, 2025
SELL
$162.69 - $181.35 $20,173 - $22,487
-124 Reduced 2.81%
4,291 $704,000
Q3 2024

Oct 15, 2024
SELL
$150.05 - $171.34 $316,755 - $361,698
-2,111 Reduced 32.35%
4,415 $736,000
Q2 2024

Aug 09, 2024
SELL
$146.03 - $158.93 $98,278 - $106,959
-673 Reduced 9.35%
6,526 $993,000
Q1 2024

Apr 26, 2024
SELL
$145.61 - $158.81 $66,834 - $72,893
-459 Reduced 5.99%
7,199 $1.14 Million
Q4 2023

Feb 07, 2024
SELL
$125.51 - $158.2 $620,270 - $781,824
-4,942 Reduced 39.22%
7,658 $1.19 Million
Q3 2023

Oct 13, 2023
SELL
$133.8 - $151.24 $304,796 - $344,524
-2,278 Reduced 15.31%
12,600 $1.71 Million
Q2 2023

Aug 02, 2023
SELL
$128.93 - $142.33 $603,908 - $666,673
-4,684 Reduced 23.94%
14,878 $2.09 Million
Q1 2023

Apr 24, 2023
SELL
$130.78 - $156.96 $11.4 Million - $13.6 Million
-86,822 Reduced 81.61%
19,562 $2.68 Million
Q4 2022

Feb 07, 2023
SELL
$131.32 - $149.64 $437,820 - $498,899
-3,334 Reduced 3.04%
106,384 $14.8 Million
Q3 2022

Oct 24, 2022
SELL
$128.93 - $159.38 $60,854 - $75,227
-472 Reduced 0.43%
109,718 $14.1 Million
Q2 2022

Jul 15, 2022
SELL
$134.47 - $162.71 $5.88 Million - $7.12 Million
-43,763 Reduced 28.43%
110,190 $15 Million
Q1 2022

Apr 27, 2022
BUY
$151.25 - $169.21 $238,370 - $266,674
1,576 Added 1.03%
153,953 $24.8 Million
Q4 2021

Feb 07, 2022
BUY
$157.31 - $176.88 $1.57 Million - $1.77 Million
9,990 Added 7.02%
152,377 $25.3 Million
Q3 2021

Nov 03, 2021
BUY
$152.99 - $167.43 $2.03 Million - $2.22 Million
13,275 Added 10.28%
142,387 $22.8 Million
Q2 2021

Aug 12, 2021
BUY
$156.91 - $173.97 $5.78 Million - $6.41 Million
36,850 Added 39.94%
129,112 $21.4 Million
Q1 2021

Apr 30, 2021
BUY
$130.0 - $169.53 $5.22 Million - $6.81 Million
40,185 Added 77.16%
92,262 $14.7 Million
Q4 2020

Feb 16, 2021
BUY
$100.9 - $132.3 $1.32 Million - $1.73 Million
13,099 Added 33.61%
52,077 $6.86 Million
Q4 2020

Feb 12, 2021
BUY
$100.9 - $132.3 $802,962 - $1.05 Million
7,958 Added 25.65%
38,978 $5.14 Million
Q3 2020

Oct 14, 2020
BUY
$91.58 - $108.28 $2.84 Million - $3.36 Million
31,020 New
31,020 $3.08 Million
Q1 2020

May 01, 2020
SELL
$71.79 - $129.5 $57,719 - $104,118
-804 Closed
0 $0
Q4 2019

Jan 23, 2020
BUY
$115.48 - $129.0 $92,845 - $103,716
804 New
804 $103,000
Q2 2018

Dec 07, 2018
SELL
$119.36 - $135.64 $53,712 - $61,037
-450 Closed
0 $0
Q1 2018

May 17, 2018
BUY
$118.48 - $130.86 $53,316 - $58,887
450 New
450 $55,000

Others Institutions Holding IWN

# of Institutions
1,127
Shares Held
60.2M
Call Options Held
260K
Put Options Held
149K
View Full List

About ISHARES RUSSELL2000 VAL ETF

IWN Quotes by TradingView
  • Ticker IWN
  • Sector ETFs
  • Industry ETFs
More about IWN
Track This Portfolio

Track Mc Kinley Carter Wealth Services, Inc. Portfolio

Follow Mc Kinley Carter Wealth Services, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mc Kinley Carter Wealth Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Mc Kinley Carter Wealth Services, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email