Mc Kinley Carter Wealth Services, Inc. Ishares Core U.S. Aggregate Bo Transaction History

Mc Kinley Carter Wealth Services, Inc.

  • $1.82 Billion
  • Q3 2025

A detailed history of Mc Kinley Carter Wealth Services, Inc. transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Mc Kinley Carter Wealth Services, Inc. holds 647,528 shares of AGG stock, worth $64.8 Million. This represents 3.56% of its overall portfolio holdings.

Number of Shares
647,528
Previous 643,508 0.62%
Holding current value
$64.8 Million
Previous $63.8 Million 1.69%
% of portfolio
3.56%
Previous 3.71%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 03, 2025
BUY
$97.75 - $100.75 $392,955 - $405,015
4,020 Added 0.62%
647,528 $64.9 Million
Q2 2025

Jul 24, 2025
BUY
$96.84 - $99.46 $1.53 Million - $1.58 Million
15,850 Added 2.53%
643,508 $63.8 Million
Q1 2025

Apr 15, 2025
SELL
$95.85 - $99.25 $369,118 - $382,211
-3,851 Reduced 0.61%
627,658 $62 Million
Q4 2024

Jan 22, 2025
SELL
$96.64 - $101.23 $833,133 - $872,703
-8,621 Reduced 1.35%
631,509 $61.2 Million
Q3 2024

Oct 15, 2024
SELL
$96.25 - $101.98 $27.4 Million - $29 Million
-284,164 Reduced 30.74%
640,130 $64.8 Million
Q2 2024

Aug 09, 2024
BUY
$95.11 - $97.92 $3.17 Million - $3.26 Million
33,332 Added 3.74%
924,294 $89.7 Million
Q1 2024

Apr 26, 2024
BUY
$96.75 - $99.37 $4.7 Million - $4.82 Million
48,554 Added 5.76%
890,962 $87.3 Million
Q4 2023

Feb 07, 2024
SELL
$91.67 - $99.66 $1.79 Million - $1.95 Million
-19,524 Reduced 2.27%
842,408 $83.6 Million
Q3 2023

Oct 13, 2023
SELL
$93.85 - $98.43 $22,617 - $23,721
-241 Reduced 0.03%
861,932 $81.1 Million
Q2 2023

Aug 02, 2023
BUY
$97.49 - $100.53 $668,586 - $689,434
6,858 Added 0.8%
862,173 $84.4 Million
Q1 2023

Apr 24, 2023
BUY
$96.32 - $100.79 $2.03 Million - $2.13 Million
21,107 Added 2.53%
855,315 $85.2 Million
Q4 2022

Feb 07, 2023
BUY
$93.63 - $99.69 $4.71 Million - $5.01 Million
50,270 Added 6.41%
834,208 $80.9 Million
Q3 2022

Oct 24, 2022
BUY
$95.54 - $104.23 $12.9 Million - $14.1 Million
134,979 Added 20.8%
783,938 $75.5 Million
Q2 2022

Jul 15, 2022
SELL
$99.01 - $106.84 $6.6 Million - $7.12 Million
-66,658 Reduced 9.31%
648,959 $66 Million
Q1 2022

Apr 27, 2022
BUY
$106.1 - $113.3 $769,649 - $821,878
7,254 Added 1.02%
715,617 $76.6 Million
Q4 2021

Feb 07, 2022
BUY
$113.45 - $115.33 $1.14 Million - $1.16 Million
10,037 Added 1.44%
708,363 $80.8 Million
Q3 2021

Nov 03, 2021
BUY
$114.77 - $116.58 $4.56 Million - $4.64 Million
39,759 Added 6.04%
698,326 $80.2 Million
Q2 2021

Aug 12, 2021
BUY
$113.78 - $115.33 $4 Million - $4.05 Million
35,128 Added 5.63%
658,567 $76 Million
Q1 2021

Apr 30, 2021
BUY
$113.42 - $118.04 $63.4 Million - $65.9 Million
558,567 Added 861.03%
623,439 $71 Million
Q4 2020

Feb 16, 2021
BUY
$117.06 - $118.42 $7.59 Million - $7.68 Million
64,872 New
64,872 $7.67 Million

Others Institutions Holding AGG

# of Institutions
2,222
Shares Held
1.3B
Call Options Held
179K
Put Options Held
20.8K
View Full List

About ISHARES CORE U.S. AGGREGATE BO

AGG Quotes by TradingView
  • Ticker AGG
  • Sector ETFs
  • Industry ETFs
More about AGG
Track This Portfolio

Track Mc Kinley Carter Wealth Services, Inc. Portfolio

Follow Mc Kinley Carter Wealth Services, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mc Kinley Carter Wealth Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Mc Kinley Carter Wealth Services, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email