Mc Clarren Financial Advisors, Inc. Russell Micro Cap ETF Transaction History

Mc Clarren Financial Advisors, Inc.

  • $35.6 Million
  • Q4 2024

A detailed history of Mc Clarren Financial Advisors, Inc. transactions in Russell Micro Cap ETF stock. As of the latest transaction made, Mc Clarren Financial Advisors, Inc. holds 890 shares of IWC stock, worth $115,700. This represents 0.33% of its overall portfolio holdings.

Number of Shares
890
Holding current value
$115,700
% of portfolio
0.33%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 29, 2025
BUY
$120.3 - $138.84 $107,067 - $123,567
890 New
890 $116,000
Q2 2024

Jul 26, 2024
BUY
$109.35 - $119.81 $12,465 - $13,658
114 New
114 $101,000
Q4 2023

Feb 02, 2024
BUY
$90.78 - $118.63 $635 - $830
7 Added 0.8%
885 $103,000
Q3 2023

Nov 03, 2023
SELL
$99.15 - $115.3 $3,569 - $4,150
-36 Reduced 3.94%
878 $87,000
Q2 2023

Aug 04, 2023
BUY
$99.62 - $112.59 $298 - $337
3 Added 0.33%
914 $99,000
Q1 2023

May 05, 2023
BUY
$100.59 - $121.88 $201 - $243
2 Added 0.22%
911 $95,000
Q4 2022

Jan 30, 2023
BUY
$103.28 - $114.29 $309 - $342
3 Added 0.33%
909 $98,000
Q3 2022

Oct 31, 2022
BUY
$101.64 - $126.54 $92,085 - $114,645
906 New
906 $93,000
Q2 2022

Aug 11, 2022
SELL
$103.11 - $130.99 $93,417 - $118,676
-906 Closed
0 $0
Q4 2021

Jan 19, 2022
BUY
$134.03 - $156.72 $536 - $626
4 Added 0.44%
906 $127,000
Q3 2021

Oct 15, 2021
BUY
$136.87 - $153.98 $273 - $307
2 Added 0.22%
902 $130,000
Q2 2021

Jul 23, 2021
SELL
$136.95 - $157.3 $15,886 - $18,246
-116 Reduced 11.42%
900 $137,000
Q1 2021

Apr 21, 2021
BUY
$117.96 - $158.51 $117 - $158
1 Added 0.1%
1,016 $149,000
Q4 2020

Jan 29, 2021
BUY
$91.79 - $121.66 $93,166 - $123,484
1,015 New
1,015 $120,000

Others Institutions Holding IWC

# of Institutions
250
Shares Held
4.29M
Call Options Held
10.6K
Put Options Held
3.3K
View Full List

About RUSSELL MICRO CAP ETF

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