Mc Kinley Carter Wealth Services, Inc. Ishares Russell Mid Cap Growth 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 Mid Cap Growth stock. As of the latest transaction made, Mc Kinley Carter Wealth Services, Inc. holds 33,098 shares of IWP stock, worth $4.01 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares
33,098
Previous 35,264 6.14%
Holding current value
$4.01 Million
Previous $4.47 Million 12.89%
% of portfolio
0.25%
Previous 0.28%

Shares

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

Apr 15, 2025
SELL
$114.9 - $139.6 $248,873 - $302,373
-2,166 Reduced 6.14%
33,098 $3.89 Million
Q4 2024

Jan 22, 2025
SELL
$116.4 - $138.52 $56,686 - $67,459
-487 Reduced 1.36%
35,264 $4.47 Million
Q3 2024

Oct 15, 2024
SELL
$103.87 - $117.59 $71,566 - $81,019
-689 Reduced 1.89%
35,751 $4.19 Million
Q2 2024

Aug 09, 2024
SELL
$105.7 - $113.43 $100,415 - $107,758
-950 Reduced 2.54%
36,440 $4.02 Million
Q1 2024

Apr 26, 2024
SELL
$100.66 - $114.14 $128,240 - $145,414
-1,274 Reduced 3.3%
37,390 $4.27 Million
Q4 2023

Feb 07, 2024
SELL
$85.66 - $105.12 $263,318 - $323,138
-3,074 Reduced 7.36%
38,664 $4.04 Million
Q3 2023

Oct 13, 2023
SELL
$89.97 - $100.32 $49,393 - $55,075
-549 Reduced 1.3%
41,738 $3.81 Million
Q2 2023

Aug 02, 2023
SELL
$87.72 - $96.63 $202,808 - $223,408
-2,312 Reduced 5.18%
42,287 $4.09 Million
Q1 2023

Apr 24, 2023
SELL
$82.89 - $94.68 $133,701 - $152,718
-1,613 Reduced 3.49%
44,599 $4.06 Million
Q4 2022

Feb 07, 2023
SELL
$77.4 - $89.88 $552,094 - $641,114
-7,133 Reduced 13.37%
46,212 $3.86 Million
Q3 2022

Oct 24, 2022
SELL
$78.02 - $94.38 $247,869 - $299,845
-3,177 Reduced 5.62%
53,345 $4.18 Million
Q2 2022

Jul 15, 2022
SELL
$75.41 - $102.47 $1.97 Million - $2.68 Million
-26,109 Reduced 31.6%
56,522 $4.48 Million
Q1 2022

Apr 27, 2022
SELL
$89.52 - $114.03 $767,365 - $977,465
-8,572 Reduced 9.4%
82,631 $8.3 Million
Q4 2021

Feb 07, 2022
SELL
$109.8 - $123.28 $2.22 Million - $2.49 Million
-20,213 Reduced 18.14%
91,203 $10.5 Million
Q3 2021

Nov 03, 2021
SELL
$109.39 - $119.47 $660,715 - $721,598
-6,040 Reduced 5.14%
111,416 $12.5 Million
Q2 2021

Aug 12, 2021
SELL
$99.98 - $113.73 $3.65 Million - $4.15 Million
-36,532 Reduced 23.72%
117,456 $13.3 Million
Q1 2021

Apr 30, 2021
SELL
$96.94 - $112.05 $1.87 Million - $2.17 Million
-19,336 Reduced 11.16%
153,988 $15.7 Million
Q4 2020

Feb 16, 2021
BUY
$86.54 - $104.78 $643,771 - $779,458
7,439 Added 4.48%
173,324 $17.8 Million
Q4 2020

Feb 12, 2021
BUY
$86.54 - $104.78 $7.65 Million - $9.26 Million
88,367 Added 114.0%
165,885 $17 Million
Q3 2020

Oct 14, 2020
SELL
$79.56 - $90.13 $255,308 - $289,227
-3,209 Reduced 3.98%
77,518 $13.4 Million
Q2 2020

Jul 20, 2020
SELL
$57.59 - $81.27 $432,846 - $610,825
-7,516 Reduced 8.52%
80,727 $12.8 Million
Q1 2020

May 01, 2020
BUY
$52.32 - $81.58 $3.52 Million - $5.49 Million
67,291 Added 321.17%
88,243 $10.7 Million
Q4 2019

Jan 23, 2020
BUY
$68.8 - $76.63 $207,500 - $231,116
3,016 Added 16.82%
20,952 $3.2 Million
Q3 2019

Nov 14, 2019
BUY
$70.16 - $72.24 $261,907 - $269,671
3,733 Added 26.28%
17,936 $2.54 Million
Q2 2019

Aug 02, 2019
BUY
N/A
637 Added 4.7%
14,203 $2.03 Million
Q1 2019

May 08, 2019
BUY
N/A
524 Added 4.02%
13,566 $1.84 Million
Q4 2018

Feb 13, 2019
BUY
N/A
437 Added 3.47%
13,042 $1.48 Million
Q2 2018

Dec 07, 2018
SELL
N/A
-47 Reduced 0.37%
12,605 $1.6 Million
Q1 2018

May 17, 2018
BUY
N/A
1,369 Added 12.13%
12,652 $1.56 Million
Q4 2017

Jan 31, 2018
SELL
N/A
-1,399 Reduced 11.03%
11,283 $1.36 Million
Q3 2017

Oct 31, 2017
SELL
N/A
-24 Reduced 0.19%
12,682 $1.44 Million
Q2 2017

Aug 08, 2017
BUY
N/A
12,706
12,706 $1.37 Million

Others Institutions Holding IWP

# of Institutions
1,220
Shares Held
117M
Call Options Held
84.8K
Put Options Held
13.5K
View Full List

About ISHARES RUSSELL MID-CAP GROWTH

IWP Quotes by TradingView
  • Ticker IWP
  • Sector ETFs
  • Industry ETFs
More about IWP
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