Mc Kinley Carter Wealth Services, Inc. Ishares Tr Broad Usd Inbd Etfv 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 Broad Usd Inbd Etfv stock. As of the latest transaction made, Mc Kinley Carter Wealth Services, Inc. holds 309,117 shares of USIG stock, worth $15.7 Million. This represents 1.01% of its overall portfolio holdings.

Number of Shares

309,117

Previous 197,426 56.57%

Holding current value

$15.7 Million

Previous $9.93 Million 58.79%

% of portfolio

1.01%

Previous 0.62%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 15, 2025	BUY	$49.67 - $51.43 $5.55 Million - $5.74 Million	111,691 Added 56.57%	309,117 $15.8 Million
Q4 2024 Jan 22, 2025	BUY	$50.14 - $52.56 $553,896 - $580,630	11,047 Added 5.93%	197,426 $9.93 Million
Q3 2024 Oct 15, 2024	BUY	$49.82 - $52.8 $176,113 - $186,648	3,535 Added 1.93%	186,379 $9.8 Million
Q2 2024 Aug 09, 2024	BUY	$49.21 - $50.7 $212,537 - $218,973	4,319 Added 2.42%	182,844 $9.18 Million
Q1 2024 Apr 26, 2024	SELL	$50.05 - $51.32 $2.86 Million - $2.93 Million	-57,147 Reduced 24.25%	178,525 $9.06 Million
Q4 2023 Feb 07, 2024	SELL	$46.72 - $51.48 $460,145 - $507,026	-9,849 Reduced 4.01%	235,672 $12.1 Million
Q3 2023 Oct 13, 2023	BUY	$48.03 - $50.28 $683,610 - $715,635	14,233 Added 6.15%	245,521 $11.8 Million
Q2 2023 Aug 02, 2023	BUY	$49.44 - $51.04 $682,024 - $704,096	13,795 Added 6.34%	231,288 $11.6 Million
Q1 2023 Apr 24, 2023	BUY	$49.01 - $51.53 $1.28 Million - $1.34 Million	26,054 Added 13.61%	217,493 $11 Million
Q4 2022 Feb 07, 2023	SELL	$46.74 - $50.68 $1.05 Million - $1.14 Million	-22,571 Reduced 10.55%	191,439 $9.4 Million
Q3 2022 Oct 24, 2022	BUY	$47.75 - $52.55 $187,180 - $205,996	3,920 Added 1.87%	214,010 $10.3 Million
Q2 2022 Jul 15, 2022	BUY	$49.92 - $55.16 $706,617 - $780,789	14,155 Added 7.22%	210,090 $10.7 Million
Q1 2022 Apr 27, 2022	BUY	$54.36 - $59.32 $1.24 Million - $1.35 Million	22,800 Added 13.17%	195,935 $10.8 Million
Q4 2021 Feb 07, 2022	BUY	$59.32 - $60.73 $1.43 Million - $1.47 Million	24,185 Added 16.24%	173,135 $10.3 Million
Q3 2021 Nov 03, 2021	BUY	$60.1 - $61.33 $488,853 - $498,858	8,134 Added 5.78%	148,950 $8.95 Million
Q2 2021 Aug 12, 2021	BUY	$59.01 - $60.59 $483,645 - $496,595	8,196 Added 6.18%	140,816 $8.53 Million
Q1 2021 Apr 30, 2021	BUY	$58.48 - $61.79 $7.48 Million - $7.9 Million	127,904 Added 2712.13%	132,620 $7.83 Million
Q4 2020 Feb 16, 2021	BUY	$60.4 - $62.05 $284,846 - $292,627	4,716 New	4,716 $292,000

Others Institutions Holding USIG

# of Institutions

456

Shares Held

177M

Call Options Held

21.4K

Put Options Held

View Full List

About ISHARES TR BROAD USD INBD ETFV

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Mc Kinley Carter Wealth Services, Inc. Ishares Tr Broad Usd Inbd Etfv Transaction History