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 7,071 shares of XT stock, worth $432,038. This represents 0.03% of its overall portfolio holdings.

Number of Shares
7,071
Previous 10,671 33.74%
Holding current value
$432,038
Previous $627,000 31.42%
% of portfolio
0.03%
Previous 0.04%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES TR EXPONENTIAL TECHNOL


  • Ticker XT
  • Sector ETFs
  • Industry ETFs
More about XT
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