Mc Kinley Carter Wealth Services, Inc. Ishares Tr Esg Aware Usd Corpo 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 Esg Aware Usd Corpo stock. As of the latest transaction made, Mc Kinley Carter Wealth Services, Inc. holds 28,911 shares of SUSC stock, worth $664,085. This represents 0.04% of its overall portfolio holdings.

Number of Shares

28,911

Previous 26,718 8.21%

Holding current value

$664,085

Previous $635,000 3.31%

% of portfolio

0.04%

Previous 0.04%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$22.65 - $23.8 $49,671 - $52,193	2,193 Added 8.21%	28,911 $656,000
Q3 2024 Oct 15, 2024	BUY	$22.51 - $23.92 $18,908 - $20,092	840 Added 3.25%	26,718 $635,000
Q2 2024 Aug 09, 2024	SELL	$22.25 - $22.94 $5,429 - $5,597	-244 Reduced 0.93%	25,878 $587,000
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	$21.15 - $23.06 $15,756 - $17,179	-745 Reduced 2.16%	33,772 $753,000
Q3 2022 Oct 24, 2022	SELL	$21.64 - $23.92 $56,869 - $62,861	-2,628 Reduced 7.07%	34,517 $752,000
Q2 2022 Jul 15, 2022	SELL	$22.68 - $25.19 $198,427 - $220,387	-8,749 Reduced 19.06%	37,145 $860,000
Q1 2022 Apr 27, 2022	BUY	$24.73 - $27.06 $334,201 - $365,688	13,514 Added 41.74%	45,894 $1.15 Million
Q4 2021 Feb 07, 2022	BUY	$27.14 - $27.83 $536,422 - $550,059	19,765 Added 156.68%	32,380 $884,000
Q3 2021 Nov 03, 2021	BUY	$27.5 - $28.1 $346,912 - $354,481	12,615 New	12,615 $347,000

Others Institutions Holding SUSC

# of Institutions

284

Shares Held

38.4M

Call Options Held

Put Options Held

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About ISHARES TR ESG AWARE USD CORPO

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