Mc Kinley Carter Wealth Services, Inc. Ishares Tr Russell 200 Value E Transaction History

Mc Kinley Carter Wealth Services, Inc.

  • $1.72 Billion
  • Q2 2025

A detailed history of Mc Kinley Carter Wealth Services, Inc. transactions in Ishares Tr Russell 200 Value E stock. As of the latest transaction made, Mc Kinley Carter Wealth Services, Inc. holds 13,809 shares of IWX stock, worth $1.22 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
13,809
Previous 11,640 18.63%
Holding current value
$1.22 Million
Previous $946,000 22.83%
% of portfolio
0.07%
Previous 0.06%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 24, 2025
BUY
$73.26 - $84.19 $158,900 - $182,608
2,169 Added 18.63%
13,809 $1.16 Million
Q1 2025

Apr 15, 2025
SELL
$78.54 - $84.86 $121,579 - $131,363
-1,548 Reduced 11.74%
11,640 $946,000
Q4 2024

Jan 22, 2025
SELL
$78.25 - $85.17 $39,829 - $43,351
-509 Reduced 3.72%
13,188 $1.04 Million
Q3 2024

Oct 15, 2024
SELL
$74.49 - $81.27 $48,269 - $52,662
-648 Reduced 4.52%
13,697 $1.11 Million
Q2 2024

Aug 09, 2024
SELL
$72.57 - $76.65 $160,234 - $169,243
-2,208 Reduced 13.34%
14,345 $1.07 Million
Q1 2024

Apr 26, 2024
SELL
$69.24 - $76.32 $42,236 - $46,555
-610 Reduced 3.55%
16,553 $1.26 Million
Q4 2023

Feb 07, 2024
SELL
$62.27 - $70.35 $1.42 Million - $1.61 Million
-22,846 Reduced 57.1%
17,163 $1.2 Million
Q3 2023

Oct 13, 2023
SELL
$65.37 - $69.65 $9,805 - $10,447
-150 Reduced 0.37%
40,009 $2.62 Million
Q2 2023

Aug 02, 2023
BUY
$64.02 - $67.44 $1,728 - $1,820
27 Added 0.07%
40,159 $2.71 Million
Q1 2023

Apr 24, 2023
SELL
$62.44 - $68.0 $459,371 - $500,276
-7,357 Reduced 15.49%
40,132 $2.61 Million
Q4 2022

Feb 07, 2023
BUY
$58.03 - $67.72 $2.76 Million - $3.22 Million
47,489 New
47,489 $3.09 Million

Others Institutions Holding IWX

# of Institutions
225
Shares Held
46.4M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR RUSSELL 200 VALUE E

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