Mc Kinley Carter Wealth Services, Inc. Ishares Tr Russell 200 Value E Transaction History
Mc Kinley Carter Wealth Services, Inc.
- $1.54 Billion
- Q2 2024
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 14,345 shares of IWX stock, worth $1.16 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
14,345
Previous 16,553
13.34%
Holding current value
$1.16 Million
Previous $1.26 Million
15.04%
% of portfolio
0.07%
Previous 0.09%
Shares
7 transactions
Others Institutions Holding IWX
# of Institutions
158Shares Held
40.7MCall Options Held
0Put Options Held
0-
Tiaa Trust, National Association Charlotte, NC10.3MShares$839 Million2.39% of portfolio
-
Tiaa, Fsb St. Louis, MO8.12MShares$659 Million1.98% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA7.09MShares$576 Million2.03% of portfolio
-
First Citizens Bank & Trust CO6.65MShares$540 Million7.91% of portfolio
-
Ae Wealth Management LLC953KShares$77.4 Million0.79% of portfolio