McKinley Carter Wealth Services, Inc. IVE Holdings History
McKinley Carter Wealth Services, Inc.'s iShares S&P 500 Value ETF Holding Summary
As of 2025-03-31, McKinley Carter Wealth Services, Inc. held 153,831.00 shares of iShares S&P 500 Value ETF(IVE), totaling $29.32 Mil. This investment constitutes 1.8% of their stock portfolio, and McKinley Carter Wealth Services, Inc. now holds 0.08% of the outstanding iShares S&P 500 Value ETF(IVE) stock.
The initial trade took place in 2019Q4. And since then McKinley Carter Wealth Services, Inc. has made 14 purchases of IVE, at an average price of $144.43, for a total of 610,600.00 shares. In addition, there have been 7 sales at an average price of $179.14 for 456,769.00 shares. Based on historical transaction data and IVE's current price of $198.88, McKinley Carter Wealth Services, Inc.'s estimated gain on his IVE holdings is $24.23 Mil, reflecting a 27.48% gain to date.
McKinley Carter Wealth Services, Inc. IVE ($198.88) Holding Chart
McKinley Carter Wealth Services, Inc. IVE ($198.88) 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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