McKinley Carter Wealth Services, Inc. IVV Holdings History
McKinley Carter Wealth Services, Inc.'s iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, McKinley Carter Wealth Services, Inc. held 167,606.00 shares of iShares Core S&P 500 ETF(IVV), totaling $94.18 Mil. This investment constitutes 5.79% of their stock portfolio, and McKinley Carter Wealth Services, Inc. now holds 0.02% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2013Q4. And since then McKinley Carter Wealth Services, Inc. has made 32 purchases of IVV, at an average price of $358.77, for a total of 206,231.00 shares. In addition, there have been 5 sales at an average price of $445.18 for 38,625.00 shares. Based on historical transaction data and IVV's current price of $627.74, McKinley Carter Wealth Services, Inc.'s estimated gain on his IVV holdings is $48.42 Mil, reflecting a 65.44% gain to date.
McKinley Carter Wealth Services, Inc. IVV ($627.74) Holding Chart
McKinley Carter Wealth Services, Inc. IVV ($627.74) 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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