MCKINLEY CARTER WEALTH SERVICES, INC. – iShares Core U.S. Aggregate Bond ETF Transaction History
MCKINLEY CARTER WEALTH SERVICES, INC. portfolio value:
$75.52M
portfolio value
MCKINLEY CARTER WEALTH SERVICES, INC. quarter portfolio value change:
-5.25%
quarter
iShares Core U.S. Aggregate Bond ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +20.80% | 134.97K shares | 9.53M | $96.34 | 783.93K |
| Q2 2022 | share | Decrease | -9.31% | -66.65K shares | -10.65M | $101.68 | 648.95K |
| Q1 2022 | share | Increase | +1.02% | 7.25K shares | -4.16M | $107.1 | 715.61K |
| Q4 2021 | share | Increase | +1.44% | 10.03K shares | 621K | $114.12 | 708.36K |
| Q3 2021 | share | Increase | +6.04% | 39.75K shares | 4.23M | $114.31 | 698.32K |
| Q2 2021 | share | Increase | +5.63% | 35.12K shares | 4.98M | $114.32 | 658.56K |
| Q1 2021 | share | Increase | +861.03% | 558.56K shares | 63.29M | $112.33 | 623.43K |
| Q4 2020 | share | Increase | 0.00% | 64.87K shares | 7.66M | $116.25 | 64.87K |