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

Mc Kinley Carter Wealth Services, Inc.

  • $1.82 Billion
  • Q3 2025

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 1,484 shares of SOXX stock, worth $428,163. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,484
Previous 1,589 6.61%
Holding current value
$428,163
Previous $379,000 6.07%
% of portfolio
0.02%
Previous 0.02%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 03, 2025
SELL
$236.93 - $271.12 $24,877 - $28,467
-105 Reduced 6.61%
1,484 $402,000
Q2 2025

Jul 24, 2025
SELL
$154.86 - $239.07 $4,336 - $6,693
-28 Reduced 1.73%
1,589 $379,000
Q1 2025

Apr 15, 2025
BUY
$188.17 - $235.81 $12,607 - $15,799
67 Added 4.32%
1,617 $305,000
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
901
Shares Held
24.6M
Call Options Held
2.9M
Put Options Held
4.59M
View Full List

About ISHARES SEMICONDUCTOR ETF

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