Mc Clarren Financial Advisors, Inc. Ishares Morningstar Small Cap Transaction History

Mc Clarren Financial Advisors, Inc.

$795 Million
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 02, 2024	BUY	$35.43 - $44.69 $106 - $134	3 Added 0.64%	475 $21,000
Q2 2023 Aug 04, 2023	BUY	$37.58 - $41.41 $37 - $41	1 Added 0.21%	472 $19,000
Q1 2023 May 05, 2023	BUY	$35.89 - $41.91 $35 - $41	1 Added 0.21%	471 $18,000
Q4 2022 Jan 30, 2023	BUY	$34.27 - $38.77 $34 - $38	1 Added 0.21%	470 $16,000
Q3 2022 Oct 31, 2022	BUY	$34.27 - $42.49 $16,072 - $19,927	469 New	469 $16,000
Q2 2022 Aug 11, 2022	SELL	$33.74 - $44.96 $15,756 - $20,996	-467 Closed	0 $0
Q4 2021 Jan 19, 2022	BUY	$47.43 - $54.51 $94 - $109	2 Added 0.43%	467 $24,000
Q3 2021 Oct 15, 2021	BUY	$48.09 - $52.25 $48 - $52	1 Added 0.22%	465 $22,000
Q2 2021 Jul 23, 2021	BUY	$47.38 - $52.6 $18,336 - $20,356	387 Added 502.6%	464 $24,000
Q4 2020 Jan 29, 2021	BUY	$40.02 - $52.33 $3,081 - $4,029	77 New	77 $23,000

Others Institutions Holding ISCG

# of Institutions

131

Shares Held

7.21M

Call Options Held

0

Put Options Held

0

Jpmorgan Chase & CO New York, NY

1.08M
Shares

$56.4 Million
0.0% of portfolio
Northwestern Mutual Wealth Management CO

423K
Shares

$22 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

388K
Shares

$20.2 Million
0.0% of portfolio
Avantax Advisory Services, Inc.

378K
Shares

$19.7 Million
0.12% of portfolio
Lpl Financial LLC Fort Mill, SC

355K
Shares

$18.4 Million
0.01% of portfolio

About ISHARES MORNINGSTAR SMALL CAP

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