Mc Kinley Carter Wealth Services, Inc. Ishares Tr Russell 200 Growth 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 Growth stock. As of the latest transaction made, Mc Kinley Carter Wealth Services, Inc. holds 2,440 shares of IWY stock, worth $535,092. This represents 0.03% of its overall portfolio holdings.
Number of Shares
2,440
Previous 2,440
-0.0%
Holding current value
$535,092
Previous $476,000
9.87%
% of portfolio
0.03%
Previous 0.03%
Shares
10 transactions
Others Institutions Holding IWY
# of Institutions
512Shares Held
53.5MCall Options Held
5.4KPut Options Held
600-
Tiaa Trust, National Association Charlotte, NC6.28MShares$1.38 Billion4.16% of portfolio
-
Tiaa, Fsb St. Louis, MO5.94MShares$1.3 Billion3.41% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA5.58MShares$1.22 Billion4.59% of portfolio
-
First Citizens Bank & Trust CO5.26MShares$1.15 Billion17.93% of portfolio
-
Envestnet Asset Management Inc2.85MShares$625 Million0.22% of portfolio