Mc Kinley Carter Wealth Services, Inc. Ishares Msci Usa Min Vol Facto Transaction History

Mc Kinley Carter Wealth Services, Inc.

  • $1.62 Billion
  • Q3 2024

A detailed history of Mc Kinley Carter Wealth Services, Inc. transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Mc Kinley Carter Wealth Services, Inc. holds 4,734 shares of USMV stock, worth $436,474. This represents 0.03% of its overall portfolio holdings.

Number of Shares
4,734
Previous 4,730 0.08%
Holding current value
$436,474
Previous $397,000 8.82%
% of portfolio
0.03%
Previous 0.03%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024
BUY
$83.76 - $91.82 $335 - $367
4 Added 0.08%
4,734 $432,000
Q2 2024

Aug 09, 2024
SELL
$79.92 - $84.63 $115,004 - $121,782
-1,439 Reduced 23.33%
4,730 $397,000
Q1 2024

Apr 26, 2024
SELL
$77.86 - $83.58 $66,803 - $71,711
-858 Reduced 12.21%
6,169 $515,000
Q4 2023

Feb 07, 2024
SELL
$70.56 - $78.63 $11,854 - $13,209
-168 Reduced 2.33%
7,027 $548,000
Q3 2023

Oct 13, 2023
SELL
$72.38 - $76.06 $57,180 - $60,087
-790 Reduced 9.89%
7,195 $520,000
Q2 2023

Aug 02, 2023
SELL
$71.44 - $74.33 $74,154 - $77,154
-1,038 Reduced 11.5%
7,985 $593,000
Q1 2023

Apr 24, 2023
BUY
$69.12 - $73.78 $78,036 - $83,297
1,129 Added 14.3%
9,023 $656,000
Q4 2022

Feb 07, 2023
SELL
$65.75 - $75.5 $28,667 - $32,918
-436 Reduced 5.23%
7,894 $569,000
Q3 2022

Oct 24, 2022
SELL
$66.1 - $76.63 $95,514 - $110,730
-1,445 Reduced 14.78%
8,330 $551,000
Q2 2022

Jul 15, 2022
BUY
$66.73 - $79.1 $16,148 - $19,142
242 Added 2.54%
9,775 $686,000
Q1 2022

Apr 27, 2022
SELL
$71.88 - $80.4 $71,808 - $80,319
-999 Reduced 9.49%
9,533 $739,000
Q4 2021

Feb 07, 2022
SELL
$73.28 - $81.04 $141,796 - $156,812
-1,935 Reduced 15.52%
10,532 $852,000
Q3 2021

Nov 03, 2021
SELL
$73.5 - $78.28 $193,231 - $205,798
-2,629 Reduced 17.42%
12,467 $916,000
Q2 2021

Aug 12, 2021
SELL
$69.72 - $73.7 $1.9 Million - $2.01 Million
-27,255 Reduced 64.36%
15,096 $1.11 Million
Q1 2021

Apr 30, 2021
SELL
$65.18 - $69.88 $70,981 - $76,099
-1,089 Reduced 2.51%
42,351 $2.93 Million
Q4 2020

Feb 16, 2021
BUY
$61.66 - $67.88 $2.68 Million - $2.95 Million
43,440 New
43,440 $2.95 Million

Others Institutions Holding USMV

# of Institutions
1,282
Shares Held
200M
Call Options Held
10.6K
Put Options Held
27K
View Full List

About ISHARES MSCI USA MIN VOL FACTO

USMV Quotes by TradingView
  • Ticker USMV
  • Sector ETFs
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More about USMV
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