Mc Clarren Financial Advisors, Inc. Ishares Tr Russell 1000 ETF Transaction History

Mc Clarren Financial Advisors, Inc.

$153 Million
Q3 2025

A detailed history of Mc Clarren Financial Advisors, Inc. transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Mc Clarren Financial Advisors, Inc. holds 1,615 shares of IWB stock, worth $590,847. This represents 0.39% of its overall portfolio holdings.

Number of Shares

1,615

Previous 3,166 48.99%

Holding current value

$590,847

Previous $1.08 Million 45.12%

% of portfolio

0.39%

Previous 0.76%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 15, 2025	SELL	$339.37 - $366.46 $526,362 - $568,379	-1,551 Reduced 48.99%	1,615 $590,000
Q2 2025 Aug 07, 2025	BUY	$272.36 - $339.57 $388,385 - $484,226	1,426 Added 81.95%	3,166 $1.08 Million
Q1 2025 May 09, 2025	BUY	$302.31 - $337.54 $526,019 - $587,319	1,740 New	1,740 $1.04 Million
Q3 2024 Oct 18, 2024	SELL	$283.28 - $314.39 $95,182 - $105,635	-336 Reduced 16.14%	1,746 $2.42 Million
Q2 2024 Jul 26, 2024	SELL	$272.21 - $298.72 $461,123 - $506,031	-1,694 Reduced 44.86%	2,082 $1 Million
Q1 2024 Jul 26, 2024	BUY	$257.46 - $288.1 $452,872 - $506,767	1,759 Added 87.21%	3,776 $1.09 Million
Q1 2024 May 03, 2024	SELL	$257.46 - $288.1 $518,781 - $580,521	-2,015 Reduced 49.98%	2,017 $1.09 Million
Q4 2023 Feb 02, 2024	SELL	$225.16 - $263.17 $14,860 - $17,369	-66 Reduced 1.61%	4,032 $1.06 Million
Q3 2023 Nov 03, 2023	SELL	$234.05 - $252.17 $28,320 - $30,512	-121 Reduced 2.87%	4,098 $962,000
Q2 2023 Aug 04, 2023	BUY	$221.85 - $243.74 $2,662 - $2,924	12 Added 0.29%	4,219 $1.03 Million
Q1 2023 May 05, 2023	BUY	$208.78 - $230.55 $3,549 - $3,919	17 Added 0.41%	4,207 $943,000
Q4 2022 Jan 30, 2023	BUY	$196.94 - $224.49 $2,757 - $3,142	14 Added 0.34%	4,190 $882,000
Q3 2022 Oct 31, 2022	BUY	$197.33 - $237.63 $369,993 - $445,556	1,875 Added 81.49%	4,176 $824,000
Q2 2022 Aug 11, 2022	SELL	$201.03 - $253.2 $384,369 - $484,118	-1,912 Reduced 45.38%	2,301 $477,000
Q1 2022 Apr 29, 2022	BUY	$230.48 - $266.11 $921 - $1,064	4 Added 0.1%	4,213 $1.05 Million
Q4 2021 Jan 19, 2022	SELL	$241.33 - $266.02 $54,540 - $60,120	-226 Reduced 5.1%	4,209 $1.11 Million
Q3 2021 Oct 15, 2021	SELL	$239.32 - $255.42 $83,762 - $89,397	-350 Reduced 7.31%	4,435 $1.07 Million
Q2 2021 Jul 23, 2021	SELL	$226.48 - $242.11 $201,340 - $215,235	-889 Reduced 15.67%	4,785 $1.16 Million
Q1 2021 Apr 21, 2021	BUY	$208.89 - $225.24 $3,342 - $3,603	16 Added 0.28%	5,674 $1.27 Million
Q4 2020 Jan 29, 2021	BUY	$182.85 - $211.84 $1.03 Million - $1.2 Million	5,658 New	5,658 $1.2 Million

Others Institutions Holding IWB

# of Institutions

1,601

Shares Held

96.3M

Call Options Held

64.2K

Put Options Held

52.9K

View Full List

About ISHARES TR RUSSELL 1000 ETF

Ticker IWB
Sector ETFs
Industry ETFs

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Mc Clarren Financial Advisors, Inc. Ishares Tr Russell 1000 ETF Transaction History