Mc Kinley Carter Wealth Services, Inc. Ishares S&P 100 ETF 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 S&P 100 ETF stock. As of the latest transaction made, Mc Kinley Carter Wealth Services, Inc. holds 18,658 shares of OEF stock, worth $4.96 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares
18,658
Previous 18,407 1.36%
Holding current value
$4.96 Million
Previous $4.9 Million 1.37%
% of portfolio
0.32%
Previous 0.31%

Shares

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

Apr 15, 2025
BUY
N/A
251 Added 1.36%
18,658 $4.96 Million
Q4 2024

Jan 22, 2025
SELL
N/A
-36 Reduced 0.2%
18,407 $4.9 Million
Q3 2024

Oct 15, 2024
SELL
$266.03 - $266.03 $150,040 - $150,040
-564 Reduced 2.97%
18,443 $4.91 Million
Q2 2024

Aug 09, 2024
SELL
$234.68 - $265.99 $171,785 - $194,704
-732 Reduced 3.71%
19,007 $5.02 Million
Q1 2024

Apr 26, 2024
SELL
$219.81 - $247.98 $411,044 - $463,722
-1,870 Reduced 8.65%
19,739 $4.88 Million
Q4 2023

Feb 07, 2024
BUY
$193.71 - $224.12 $341,510 - $395,123
1,763 Added 8.88%
21,609 $4.83 Million
Q3 2023

Oct 13, 2023
SELL
$199.84 - $214.2 $15,187 - $16,279
-76 Reduced 0.38%
19,846 $3.98 Million
Q2 2023

Aug 02, 2023
BUY
$185.57 - $207.06 $36,928 - $41,204
199 Added 1.01%
19,922 $4.13 Million
Q1 2023

Apr 24, 2023
SELL
$168.71 - $187.04 $289,506 - $320,960
-1,716 Reduced 8.0%
19,723 $3.69 Million
Q4 2022

Feb 07, 2023
BUY
$161.29 - $182.62 $3.46 Million - $3.92 Million
21,439 New
21,439 $3.66 Million

Others Institutions Holding OEF

# of Institutions
942
Shares Held
92.1M
Call Options Held
39.6K
Put Options Held
40K
View Full List

About ISHARES S&P 100 ETF

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