Mc Kinley Carter Wealth Services, Inc. Ishares Tr Esg Aware Usd Corpo Transaction History

Mc Kinley Carter Wealth Services, Inc.

  • $1.47 Billion
  • Q1 2024

A detailed history of Mc Kinley Carter Wealth Services, Inc. transactions in Ishares Tr Esg Aware Usd Corpo stock. As of the latest transaction made, Mc Kinley Carter Wealth Services, Inc. holds 26,122 shares of SUSC stock, worth $596,887. This represents 0.04% of its overall portfolio holdings.

Number of Shares
26,122
Previous 37,131 29.65%
Holding current value
$596,887
Previous $864,000 30.56%
% of portfolio
0.04%
Previous 0.06%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 26, 2024
SELL
$22.66 - $23.29 $249,463 - $256,399
-11,009 Reduced 29.65%
26,122 $600,000
Q4 2023

Feb 07, 2024
BUY
$21.11 - $23.38 $42,768 - $47,367
2,026 Added 5.77%
37,131 $864,000
Q3 2023

Oct 13, 2023
BUY
$21.72 - $22.83 $6,407 - $6,734
295 Added 0.85%
35,105 $763,000
Q2 2023

Aug 02, 2023
SELL
$22.41 - $23.18 $313 - $324
-14 Reduced 0.04%
34,810 $791,000
Q1 2023

Apr 24, 2023
BUY
$22.22 - $23.44 $23,375 - $24,658
1,052 Added 3.12%
34,824 $801,000
Q4 2022

Feb 07, 2023
SELL
$21.4 - $23.06 $15,942 - $17,179
-745 Reduced 2.16%
33,772 $753,000
Q3 2022

Oct 24, 2022
SELL
N/A
-2,628 Reduced 7.07%
34,517 $752,000
Q2 2022

Jul 15, 2022
SELL
N/A
-8,749 Reduced 19.06%
37,145 $860,000
Q1 2022

Apr 27, 2022
BUY
N/A
13,514 Added 41.74%
45,894 $1.15 Million
Q4 2021

Feb 07, 2022
BUY
N/A
19,765 Added 156.68%
32,380 $884,000
Q3 2021

Nov 03, 2021
BUY
N/A
12,615 New
12,615 $347,000

Others Institutions Holding SUSC

# of Institutions
241
Shares Held
36.8M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR ESG AWARE USD CORPO

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