Mc Kinley Carter Wealth Services, Inc. Ishares Tr Exponential Technol 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 Exponential Technol stock. As of the latest transaction made, Mc Kinley Carter Wealth Services, Inc. holds 7,093 shares of XT stock, worth $443,241. This represents 0.03% of its overall portfolio holdings.

Number of Shares

7,093

Previous 7,071 0.31%

Holding current value

$443,241

Previous $430,000 1.63%

% of portfolio

0.03%

Previous 0.03%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$58.7 - $62.72 $1,291 - $1,379	22 Added 0.31%	7,093 $423,000
Q3 2024 Oct 15, 2024	SELL	$54.51 - $61.59 $196,236 - $221,724	-3,600 Reduced 33.74%	7,071 $430,000
Q1 2024 Apr 26, 2024	BUY	$56.54 - $61.02 $203,544 - $219,672	3,600 Added 50.91%	10,671 $636,000
Q4 2023 Feb 07, 2024	SELL	$48.21 - $60.43 $173,556 - $217,548	-3,600 Reduced 33.74%	7,071 $423,000
Q3 2023 Oct 13, 2023	BUY	$51.24 - $58.44 $19,010 - $21,681	371 Added 3.6%	10,671 $557,000
Q2 2023 Aug 02, 2023	BUY	$49.89 - $56.59 $179,604 - $203,724	3,600 Added 53.73%	10,300 $572,000
Q1 2023 Apr 24, 2023	BUY	$47.43 - $55.75 $317,781 - $373,525	6,700 New	6,700 $353,000

Others Institutions Holding XT

# of Institutions

253

Shares Held

43.7M

Call Options Held

Put Options Held

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About ISHARES TR EXPONENTIAL TECHNOL

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Mc Kinley Carter Wealth Services, Inc. Ishares Tr Exponential Technol Transaction History