Mc Kinley Carter Wealth Services, Inc. Ishares Tr Ishares Esg Aware 1 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 Tr Ishares Esg Aware 1 stock. As of the latest transaction made, Mc Kinley Carter Wealth Services, Inc. holds 27,092 shares of SUSB stock, worth $673,507. This represents 0.04% of its overall portfolio holdings.

Number of Shares
27,092
Previous 24,793 9.27%
Holding current value
$673,507
Previous $623,000 7.38%
% of portfolio
0.04%
Previous 0.04%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
BUY
$24.61 - $25.12 $56,578 - $57,750
2,299 Added 9.27%
27,092 $669,000
Q3 2024

Oct 15, 2024
BUY
$24.38 - $25.2 $36,813 - $38,052
1,510 Added 6.49%
24,793 $623,000
Q2 2024

Aug 09, 2024
SELL
$24.19 - $24.51 $12,046 - $12,205
-498 Reduced 2.09%
23,283 $570,000
Q1 2024

Apr 26, 2024
BUY
$24.32 - $24.57 $22,106 - $22,334
909 Added 3.97%
23,781 $582,000
Q4 2023

Feb 07, 2024
BUY
$23.56 - $24.48 $24,950 - $25,924
1,059 Added 4.85%
22,872 $559,000
Q3 2023

Oct 13, 2023
BUY
$23.72 - $24.02 $2,372 - $2,402
100 Added 0.46%
21,813 $518,000
Q2 2023

Aug 02, 2023
BUY
$23.84 - $24.2 $9,059 - $9,196
380 Added 1.78%
21,713 $519,000
Q1 2023

Apr 24, 2023
SELL
$23.63 - $24.19 $9,357 - $9,579
-396 Reduced 1.82%
21,333 $513,000
Q4 2022

Feb 07, 2023
SELL
$23.19 - $23.94 $12,986 - $13,406
-560 Reduced 2.51%
21,729 $516,000
Q3 2022

Oct 24, 2022
SELL
$23.37 - $24.43 $58,705 - $61,368
-2,512 Reduced 10.13%
22,289 $524,000
Q2 2022

Jul 15, 2022
SELL
$23.73 - $24.6 $113,642 - $117,809
-4,789 Reduced 16.18%
24,801 $597,000
Q1 2022

Apr 27, 2022
BUY
$24.54 - $25.63 $169,595 - $177,128
6,911 Added 30.47%
29,590 $729,000
Q4 2021

Feb 07, 2022
BUY
$25.61 - $25.99 $580,809 - $589,427
22,679 New
22,679 $582,000

Others Institutions Holding SUSB

# of Institutions
338
Shares Held
31M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR ISHARES ESG AWARE 1

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