Mc Kinley Carter Wealth Services, Inc. Ishares Semiconductor ETF Transaction History

Mc Kinley Carter Wealth Services, Inc.

$1.6 Billion
Q4 2024

A detailed history of Mc Kinley Carter Wealth Services, Inc. transactions in Ishares Semiconductor ETF stock. As of the latest transaction made, Mc Kinley Carter Wealth Services, Inc. holds 1,550 shares of SOXX stock, worth $338,101. This represents 0.02% of its overall portfolio holdings.

Number of Shares

1,550

Previous 1,549 0.06%

Holding current value

$338,101

Previous $357,000 6.44%

% of portfolio

0.02%

Previous 0.02%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$211.27 - $239.8 $211 - $239	1 Added 0.06%	1,550 $334,000
Q3 2024 Oct 15, 2024	SELL	$199.29 - $265.49 $11,957 - $15,929	-60 Reduced 3.73%	1,549 $357,000
Q2 2024 Aug 09, 2024	SELL	$198.39 - $259.28 $3,174 - $4,148	-16 Reduced 0.98%	1,609 $396,000
Q1 2024 Apr 26, 2024	BUY	$216.76 - $689.6 $234,967 - $747,526	1,084 Added 200.37%	1,625 $367,000
Q4 2023 Feb 07, 2024	BUY	$438.38 - $581.45 $438 - $581	1 Added 0.19%	541 $311,000
Q2 2023 Aug 02, 2023	BUY	$401.0 - $516.5 $401 - $516	1 Added 0.19%	540 $273,000
Q1 2023 Apr 24, 2023	BUY	$344.59 - $444.67 $185,734 - $239,677	539 New	539 $239,000

Others Institutions Holding SOXX

# of Institutions

816

Shares Held

36.2M

Call Options Held

2.12M

Put Options Held

6.73M

View Full List

About ISHARES SEMICONDUCTOR ETF

Ticker SOXX
Sector ETFs
Industry ETFs

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Mc Kinley Carter Wealth Services, Inc. Ishares Semiconductor ETF Transaction History