Mc Kinley Carter Wealth Services, Inc. Ishares Short Term National Mu Transaction History

Mc Kinley Carter Wealth Services, Inc.

  • $1.72 Billion
  • Q2 2025

A detailed history of Mc Kinley Carter Wealth Services, Inc. transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Mc Kinley Carter Wealth Services, Inc. holds 5,954 shares of SUB stock, worth $634,696. This represents 0.04% of its overall portfolio holdings.

Number of Shares
5,954
Previous 6,743 11.7%
Holding current value
$634,696
Previous $711,000 10.97%
% of portfolio
0.04%
Previous 0.05%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 24, 2025
SELL
$104.77 - $106.34 $82,663 - $83,902
-789 Reduced 11.7%
5,954 $633,000
Q1 2025

Apr 15, 2025
SELL
$105.3 - $106.24 $980,237 - $988,988
-9,309 Reduced 57.99%
6,743 $711,000
Q4 2024

Jan 22, 2025
BUY
$104.94 - $106.2 $155,416 - $157,282
1,481 Added 10.16%
16,052 $1.69 Million
Q3 2024

Oct 15, 2024
SELL
$104.3 - $106.3 $151,860 - $154,772
-1,456 Reduced 9.08%
14,571 $1.55 Million
Q2 2024

Aug 09, 2024
BUY
$104.04 - $104.8 $416 - $419
4 Added 0.02%
16,027 $1.68 Million
Q1 2024

Apr 26, 2024
BUY
$104.73 - $105.42 $49,956 - $50,285
477 Added 3.07%
16,023 $1.68 Million
Q4 2023

Feb 07, 2024
SELL
$102.62 - $105.46 $101,388 - $104,194
-988 Reduced 5.98%
15,546 $1.64 Million
Q3 2023

Oct 13, 2023
BUY
$102.82 - $104.26 $2,776 - $2,815
27 Added 0.16%
16,534 $1.7 Million
Q2 2023

Aug 02, 2023
BUY
$103.24 - $105.0 $46,561 - $47,355
451 Added 2.81%
16,507 $1.72 Million
Q1 2023

Apr 24, 2023
SELL
$103.3 - $105.14 $558,336 - $568,281
-5,405 Reduced 25.19%
16,056 $1.68 Million
Q4 2022

Feb 07, 2023
BUY
$102.5 - $104.49 $258,812 - $263,837
2,525 Added 13.33%
21,461 $2.24 Million
Q3 2022

Oct 24, 2022
BUY
$102.59 - $105.4 $22,159 - $22,766
216 Added 1.15%
18,936 $1.94 Million
Q2 2022

Jul 15, 2022
SELL
$103.31 - $104.87 $1.73 Million - $1.75 Million
-16,709 Reduced 47.16%
18,720 $1.96 Million
Q1 2022

Apr 27, 2022
SELL
$104.46 - $107.34 $553,638 - $568,902
-5,300 Reduced 13.01%
35,429 $3.71 Million
Q4 2021

Feb 07, 2022
BUY
$107.24 - $107.56 $13,941 - $13,982
130 Added 0.32%
40,729 $4.37 Million
Q3 2021

Nov 03, 2021
BUY
$107.57 - $108.06 $615,407 - $618,211
5,721 Added 16.4%
40,599 $4.37 Million
Q2 2021

Aug 12, 2021
SELL
$107.66 - $108.01 $554,233 - $556,035
-5,148 Reduced 12.86%
34,878 $3.76 Million
Q1 2021

Apr 30, 2021
BUY
$107.56 - $108.22 $4.31 Million - $4.33 Million
40,026 New
40,026 $4.32 Million

Others Institutions Holding SUB

# of Institutions
942
Shares Held
73.5M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES SHORT-TERM NATIONAL MU

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