Mc Kinley Carter Wealth Services, Inc. Ishares Tr Russell 200 Value E 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 Russell 200 Value E stock. As of the latest transaction made, Mc Kinley Carter Wealth Services, Inc. holds 11,640 shares of IWX stock, worth $906,756. This represents 0.06% of its overall portfolio holdings.

Number of Shares

11,640

Previous 13,188 11.74%

Holding current value

$906,756

Previous $1.04 Million 9.21%

% of portfolio

0.06%

Previous 0.07%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 15, 2025	SELL	$78.54 - $84.86 $121,579 - $131,363	-1,548 Reduced 11.74%	11,640 $946,000
Q4 2024 Jan 22, 2025	SELL	$78.25 - $85.17 $39,829 - $43,351	-509 Reduced 3.72%	13,188 $1.04 Million
Q3 2024 Oct 15, 2024	SELL	$74.49 - $81.27 $48,269 - $52,662	-648 Reduced 4.52%	13,697 $1.11 Million
Q2 2024 Aug 09, 2024	SELL	$72.57 - $76.65 $160,234 - $169,243	-2,208 Reduced 13.34%	14,345 $1.07 Million
Q1 2024 Apr 26, 2024	SELL	$69.24 - $76.32 $42,236 - $46,555	-610 Reduced 3.55%	16,553 $1.26 Million
Q4 2023 Feb 07, 2024	SELL	$62.27 - $70.35 $1.42 Million - $1.61 Million	-22,846 Reduced 57.1%	17,163 $1.2 Million
Q3 2023 Oct 13, 2023	SELL	$65.37 - $69.65 $9,805 - $10,447	-150 Reduced 0.37%	40,009 $2.62 Million
Q2 2023 Aug 02, 2023	BUY	$64.02 - $67.44 $1,728 - $1,820	27 Added 0.07%	40,159 $2.71 Million
Q1 2023 Apr 24, 2023	SELL	$62.44 - $68.0 $459,371 - $500,276	-7,357 Reduced 15.49%	40,132 $2.61 Million
Q4 2022 Feb 07, 2023	BUY	$58.03 - $67.72 $2.76 Million - $3.22 Million	47,489 New	47,489 $3.09 Million

Others Institutions Holding IWX

# of Institutions

208

Shares Held

42.2M

Call Options Held

Put Options Held

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About ISHARES TR RUSSELL 200 VALUE E

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Mc Kinley Carter Wealth Services, Inc. Ishares Tr Russell 200 Value E Transaction History