Mc Clarren Financial Advisors, Inc. Ihares Core 1 5 Years Usd Bond Transaction History

Mc Clarren Financial Advisors, Inc.

$151 Million
Q1 2025

A detailed history of Mc Clarren Financial Advisors, Inc. transactions in Ihares Core 1 5 Years Usd Bond stock. As of the latest transaction made, Mc Clarren Financial Advisors, Inc. holds 62,814 shares of ISTB stock, worth $3.04 Million. This represents 2.04% of its overall portfolio holdings.

Number of Shares

62,814

Previous 58,355 7.64%

Holding current value

$3.04 Million

Previous $2.79 Million 10.76%

% of portfolio

2.04%

Previous 7.82%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	BUY	$47.59 - $48.35 $212,203 - $215,592	4,459 Added 7.64%	62,814 $3.09 Million
Q4 2024 Jan 29, 2025	BUY	$47.58 - $48.56 $2 Million - $2.04 Million	41,934 Added 255.37%	58,355 $2.79 Million
Q3 2024 Oct 18, 2024	BUY	$47.18 - $48.74 $761,343 - $786,517	16,137 Added 5682.04%	16,421 $540,000
Q2 2024 Jul 26, 2024	SELL	$46.84 - $47.46 $21,827 - $22,116	-466 Reduced 62.13%	284 $35,000
Q1 2024 Jul 26, 2024	BUY	$47.16 - $47.73 $21,929 - $22,194	465 Added 163.16%	750 $36,000
Q1 2024 May 03, 2024	SELL	$47.16 - $47.73 $21,693 - $21,955	-460 Reduced 61.74%	285 $36,000
Q4 2023 Feb 02, 2024	BUY	$46.0 - $47.56 $460 - $475	10 Added 1.36%	745 $35,000
Q3 2023 Nov 03, 2023	SELL	$46.26 - $46.9 $30,809 - $31,235	-666 Reduced 47.54%	735 $32,000
Q2 2023 Aug 04, 2023	SELL	$46.63 - $47.38 $21,682 - $22,031	-465 Reduced 24.92%	1,401 $65,000
Q1 2023 May 05, 2023	SELL	$46.16 - $47.28 $76,440 - $78,295	-1,656 Reduced 47.02%	1,866 $83,000
Q4 2022 Jan 30, 2023	SELL	$45.61 - $46.84 $291,630 - $299,494	-6,394 Reduced 64.48%	3,522 $163,000
Q3 2022 Oct 31, 2022	BUY	$45.93 - $47.9 $155,243 - $161,902	3,380 Added 51.71%	9,916 $457,000
Q2 2022 Aug 11, 2022	SELL	$46.78 - $48.31 $7.71 Million - $7.96 Million	-164,720 Reduced 96.18%	6,536 $309,000
Q1 2022 Apr 29, 2022	SELL	$48.28 - $50.36 $312,468 - $325,929	-6,472 Reduced 3.64%	171,256 $8.28 Million
Q4 2021 Jan 19, 2022	SELL	$50.4 - $51.06 $20 Million - $20.3 Million	-397,557 Reduced 69.11%	177,728 $8.96 Million
Q3 2021 Oct 15, 2021	BUY	$51.04 - $51.35 $2.4 Million - $2.42 Million	47,079 Added 8.91%	575,285 $29.4 Million
Q2 2021 Jul 23, 2021	BUY	$51.18 - $51.42 $5.17 Million - $5.19 Million	100,967 Added 23.63%	528,206 $27.1 Million
Q1 2021 Apr 21, 2021	BUY	$51.2 - $51.67 $1.32 Million - $1.33 Million	25,789 Added 6.42%	427,239 $21.9 Million
Q4 2020 Jan 29, 2021	BUY	$51.33 - $51.65 $20.6 Million - $20.7 Million	401,450 New	401,450 $20.7 Million

Others Institutions Holding ISTB

# of Institutions

419

Shares Held

61.3M

Call Options Held

Put Options Held

100

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About IHARES CORE 1-5 YEARS USD BOND

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Mc Clarren Financial Advisors, Inc. Ihares Core 1 5 Years Usd Bond Transaction History