McKinley Carter Wealth Services, Inc. IAGG Holdings History
McKinley Carter Wealth Services, Inc.'s iShares International Aggregate Bond Fund Holding Summary
As of 2025-03-31, McKinley Carter Wealth Services, Inc. held 431,744.00 shares of iShares International Aggregate Bond Fund(IAGG), totaling $21.58 Mil. This investment constitutes 1.33% of their stock portfolio, and McKinley Carter Wealth Services, Inc. now holds 0.32% of the outstanding iShares International Aggregate Bond Fund(IAGG) stock.
The initial trade took place in 2020Q4. And since then McKinley Carter Wealth Services, Inc. has made 4 purchases of IAGG, at an average price of $50.05, for a total of 437,227.00 shares. In addition, there have been 6 sales at an average price of $48.86 for 5,483.00 shares. Based on historical transaction data and IAGG's current price of $50.94, McKinley Carter Wealth Services, Inc.'s estimated gain on his IAGG holdings is $378,312.67, reflecting a 1.73% gain to date.
McKinley Carter Wealth Services, Inc. IAGG ($50.94) Holding Chart
McKinley Carter Wealth Services, Inc. IAGG ($50.94) 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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