Mc Kinley Carter Wealth Services, Inc. Ishares Iboxx $ Investment Gra Transaction History

Mc Kinley Carter Wealth Services, Inc.

  • $1.62 Billion
  • Q3 2024

A detailed history of Mc Kinley Carter Wealth Services, Inc. transactions in Ishares Iboxx $ Investment Gra stock. As of the latest transaction made, Mc Kinley Carter Wealth Services, Inc. holds 4,618 shares of LQD stock, worth $500,729. This represents 0.03% of its overall portfolio holdings.

Number of Shares
4,618
Previous 4,618 -0.0%
Holding current value
$500,729
Previous $494,000 5.47%
% of portfolio
0.03%
Previous 0.03%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024
SELL
$104.54 - $108.46 $29,166 - $30,260
-279 Reduced 5.7%
4,618 $494,000
Q1 2024

Apr 26, 2024
SELL
$106.98 - $110.63 $30,917 - $31,972
-289 Reduced 5.57%
4,897 $533,000
Q4 2023

Feb 07, 2024
SELL
$98.28 - $111.36 $91,302 - $103,453
-929 Reduced 15.19%
5,186 $573,000
Q3 2023

Oct 13, 2023
SELL
$102.02 - $108.51 $86,410 - $91,907
-847 Reduced 12.17%
6,115 $623,000
Q2 2023

Aug 02, 2023
SELL
$106.02 - $110.43 $92,237 - $96,074
-870 Reduced 11.11%
6,962 $752,000
Q1 2023

Apr 24, 2023
SELL
$104.89 - $111.81 $161,950 - $172,634
-1,544 Reduced 16.47%
7,832 $858,000
Q4 2022

Feb 07, 2023
SELL
$99.2 - $110.03 $355,632 - $394,457
-3,585 Reduced 27.66%
9,376 $988,000
Q3 2022

Oct 24, 2022
SELL
$101.44 - $114.61 $309,087 - $349,216
-3,047 Reduced 19.03%
12,961 $1.33 Million
Q2 2022

Jul 15, 2022
SELL
$107.41 - $121.51 $1.84 Million - $2.08 Million
-17,110 Reduced 51.66%
16,008 $1.76 Million
Q1 2022

Apr 27, 2022
SELL
$118.44 - $131.22 $1.62 Million - $1.79 Million
-13,649 Reduced 29.19%
33,118 $4.01 Million
Q4 2021

Feb 07, 2022
SELL
$130.98 - $134.88 $3.5 Million - $3.6 Million
-26,692 Reduced 36.34%
46,767 $6.2 Million
Q3 2021

Nov 03, 2021
SELL
$133.03 - $136.33 $25.7 Million - $26.3 Million
-192,868 Reduced 72.42%
73,459 $9.77 Million
Q2 2021

Aug 12, 2021
BUY
$129.85 - $134.36 $1.07 Million - $1.1 Million
8,215 Added 3.18%
266,327 $35.8 Million
Q1 2021

Apr 30, 2021
BUY
$128.44 - $137.43 $23.1 Million - $24.7 Million
179,595 Added 228.73%
258,112 $33.6 Million
Q4 2020

Feb 16, 2021
BUY
$133.73 - $138.48 $10.5 Million - $10.9 Million
78,517 New
78,517 $10.8 Million

Others Institutions Holding LQD

# of Institutions
1,183
Shares Held
247M
Call Options Held
39.5M
Put Options Held
38.7M
View Full List

About ISHARES IBOXX $ INVESTMENT GRA

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