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 6,142 shares of IWO stock, worth $1.75 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
6,142
Previous 6,195 0.86%
Holding current value
$1.75 Million
Previous $1.56 Million 6.47%
% of portfolio
0.11%
Previous 0.12%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$209.1 - $231.03 $119,396 - $131,918
-571 Reduced 7.04%
7,541 $1.62 Million
Q3 2022

Oct 24, 2022

SELL
$205.83 - $248.43 $341,677 - $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

About ISHARES RUSSELL 2000 GWT ETF


  • Ticker IWO
  • Sector ETFs
  • Industry ETFs
More about IWO
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.