Mc Kinley Carter Wealth Services, Inc. Ishares Tr Esg Screened S&P Mi 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 Tr Esg Screened S&P Mi stock. As of the latest transaction made, Mc Kinley Carter Wealth Services, Inc. holds 16,824 shares of XJH stock, worth $709,804. This represents 0.04% of its overall portfolio holdings.

Number of Shares
16,824
Previous 16,531 1.77%
Holding current value
$709,804
Previous $654,000 8.72%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Oct 15, 2024
BUY
$38.71 - $42.43 $11,342 - $12,431
293 Added 1.77%
16,824 $711,000
Q2 2024

Aug 09, 2024
SELL
$37.95 - $41.03 $14,724 - $15,919
-388 Reduced 2.29%
16,531 $654,000
Q1 2024

Apr 26, 2024
BUY
$36.5 - $41.08 $3,504 - $3,943
96 Added 0.57%
16,919 $695,000
Q4 2023

Feb 07, 2024
SELL
$31.25 - $38.22 $4,656 - $5,694
-149 Reduced 0.88%
16,823 $634,000
Q3 2023

Oct 13, 2023
BUY
$33.4 - $37.04 $1,870 - $2,074
56 Added 0.33%
16,972 $574,000
Q2 2023

Aug 02, 2023
SELL
$32.61 - $35.62 $1,630 - $1,780
-50 Reduced 0.29%
16,916 $602,000
Q1 2023

Apr 24, 2023
SELL
$32.2 - $36.99 $22,540 - $25,893
-700 Reduced 3.96%
16,966 $576,000
Q4 2022

Feb 07, 2023
SELL
$30.27 - $34.91 $12,289 - $14,173
-406 Reduced 2.25%
17,666 $579,000
Q3 2022

Oct 24, 2022
BUY
$29.73 - $35.65 $1,902 - $2,281
64 Added 0.36%
18,072 $537,000
Q2 2022

Jul 15, 2022
BUY
$29.61 - $36.71 $43,171 - $53,523
1,458 Added 8.81%
18,008 $551,000
Q1 2022

Apr 27, 2022
BUY
$34.21 - $39.2 $98,387 - $112,739
2,876 Added 21.03%
16,550 $605,000
Q4 2021

Feb 07, 2022
BUY
$36.41 - $39.86 $497,870 - $545,045
13,674 New
13,674 $531,000

Others Institutions Holding XJH

# of Institutions
130
Shares Held
3.96M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR ESG SCREENED S&P MI

XJH Quotes by TradingView
  • Ticker XJH
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