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

Mc Kinley Carter Wealth Services, Inc.

  • $1.62 Billion
  • Q3 2024

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 640,130 shares of AGG stock, worth $62.5 Million. This represents 4.01% of its overall portfolio holdings.

Number of Shares
640,130
Previous 924,294 30.74%
Holding current value
$62.5 Million
Previous $89.7 Million 27.75%
% of portfolio
4.01%
Previous 5.83%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,929
Shares Held
1.04B
Call Options Held
68.7K
Put Options Held
176K
View Full List

About ISHARES CORE U.S. AGGREGATE BO

AGG Quotes by TradingView
  • Ticker AGG
  • Sector ETFs
  • Industry ETFs
More about AGG
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