Mc Kinley Carter Wealth Services, Inc. Ishares Tr Esg Screened S&P Mi Transaction History

Mc Kinley Carter Wealth Services, Inc.

$1.56 Billion
Q1 2025

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 23,692 shares of XJH stock, worth $998,143. This represents 0.06% of its overall portfolio holdings.

Number of Shares

23,692

Previous 17,509 35.31%

Holding current value

$998,143

Previous $732,000 26.23%

% of portfolio

0.06%

Previous 0.05%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 15, 2025	BUY	$38.41 - $44.06 $237,489 - $272,422	6,183 Added 35.31%	23,692 $924,000
Q4 2024 Jan 22, 2025	BUY	$41.64 - $45.75 $28,523 - $31,338	685 Added 4.07%	17,509 $732,000
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

148

Shares Held

5.04M

Call Options Held

Put Options Held

View Full List

About ISHARES TR ESG SCREENED S&P MI

Ticker XJH
Sector ETFs
Industry ETFs

More about XJH

Track This Portfolio

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.

Account

Mc Kinley Carter Wealth Services, Inc. Ishares Tr Esg Screened S&P Mi Transaction History