Mc Kinley Carter Wealth Services, Inc. Ishares Russell 2000 Gwt 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 Gwt ETF stock. As of the latest transaction made, Mc Kinley Carter Wealth Services, Inc. holds 5,542 shares of IWO stock, worth $1.41 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

5,542

Previous 5,880 5.75%

Holding current value

$1.41 Million

Previous $1.69 Million 15.66%

% of portfolio

0.09%

Previous 0.11%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 15, 2025	SELL	$254.58 - $302.92 $86,048 - $102,386	-338 Reduced 5.75%	5,542 $1.43 Million
Q3 2024 Oct 15, 2024	SELL	$256.4 - $289.78 $2,564 - $2,897	-10 Reduced 0.17%	5,880 $1.67 Million
Q2 2024 Aug 09, 2024	SELL	$245.29 - $268.7 $61,813 - $67,712	-252 Reduced 4.1%	5,890 $1.55 Million
Q1 2024 Apr 26, 2024	SELL	$239.5 - $270.8 $12,693 - $14,352	-53 Reduced 0.86%	6,142 $1.66 Million
Q4 2023 Feb 07, 2024	SELL	$204.07 - $257.57 $141,624 - $178,753	-694 Reduced 10.07%	6,195 $1.56 Million
Q3 2023 Oct 13, 2023	SELL	$221.24 - $254.04 $47,345 - $54,364	-214 Reduced 3.01%	6,889 $1.54 Million
Q2 2023 Aug 02, 2023	SELL	$219.8 - $242.66 $78,248 - $86,386	-356 Reduced 4.77%	7,103 $1.72 Million
Q1 2023 Apr 24, 2023	SELL	$212.51 - $245.01 $17,425 - $20,090	-82 Reduced 1.09%	7,459 $1.69 Million
Q4 2022 Feb 07, 2023	SELL	$205.84 - $231.03 $117,534 - $131,918	-571 Reduced 7.04%	7,541 $1.62 Million
Q3 2022 Oct 24, 2022	SELL	$202.93 - $248.43 $336,863 - $412,393	-1,660 Reduced 16.99%	8,112 $1.68 Million
Q2 2022 Jul 15, 2022	SELL	$194.2 - $261.13 $56,318 - $75,727	-290 Reduced 2.88%	9,772 $2.02 Million
Q1 2022 Apr 27, 2022	SELL	$234.1 - $296.68 $102,769 - $130,242	-439 Reduced 4.18%	10,062 $2.57 Million
Q4 2021 Feb 07, 2022	SELL	$280.02 - $327.35 $318,662 - $372,524	-1,138 Reduced 9.78%	10,501 $3.08 Million
Q3 2021 Nov 03, 2021	SELL	$284.4 - $314.06 $132,530 - $146,351	-466 Reduced 3.85%	11,639 $3.42 Million
Q2 2021 Aug 12, 2021	SELL	$278.74 - $313.3 $281,806 - $316,746	-1,011 Reduced 7.71%	12,105 $3.77 Million
Q1 2021 Apr 30, 2021	SELL	$282.5 - $336.63 $341,825 - $407,322	-1,210 Reduced 8.45%	13,116 $3.94 Million
Q4 2020 Feb 16, 2021	BUY	$223.17 - $294.86 $3.2 Million - $4.22 Million	14,326 New	14,326 $4.11 Million
Q1 2020 May 01, 2020	SELL	$135.58 - $225.25 $16,811 - $27,931	-124 Closed	0 $0
Q4 2019 Jan 23, 2020	BUY	$186.63 - $216.19 $23,142 - $26,807	124 New	124 $27,000
Q2 2018 Dec 07, 2018	SELL	$185.51 - $214.36 $608,472 - $703,100	-3,280 Closed	0 $0
Q1 2018 May 17, 2018	BUY	$179.86 - $200.59 $589,940 - $657,935	3,280 New	3,280 $74,000

Others Institutions Holding IWO

# of Institutions

1,124

Shares Held

33.3M

Call Options Held

174K

Put Options Held

60.5K

View Full List

About ISHARES RUSSELL 2000 GWT ETF

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