Number of Shares
136,292.00
Current Holdings Value*
$9.39 Mil
% of Portfolio
5.44%
Total Estimate Gain
$1.59 Mil
% of Total Estimate Gain
18.07%

CarsonAllaria Wealth Management, Ltd.'s iShares Core MSCI International Developed Markets ETF Holding Summary

As of 2025-03-31, CarsonAllaria Wealth Management, Ltd. held 136,292.00 shares of iShares Core MSCI International Developed Markets ETF(IDEV), totaling $9.39 Mil. This investment constitutes 5.44% of their stock portfolio, and CarsonAllaria Wealth Management, Ltd. now holds 0.05% of the outstanding iShares Core MSCI International Developed Markets ETF(IDEV) stock.

The initial trade took place in 2021Q4. And since then CarsonAllaria Wealth Management, Ltd. has made 11 purchases of IDEV, at an average price of $64.16, for a total of 137,034.00 shares. In addition, there have been 2 sales at an average price of $62.93 for 742.00 shares. Based on historical transaction data and IDEV's current price of $75.82, CarsonAllaria Wealth Management, Ltd.'s estimated gain on his IDEV holdings is $1.59 Mil, reflecting a 18.07% gain to date.

CarsonAllaria Wealth Management, Ltd. IDEV ($75.82) Holding Chart

CarsonAllaria Wealth Management, Ltd. IDEV ($75.82) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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