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

Mc Clarren Financial Advisors, Inc.

  • $795 Million
  • Q3 2024

A detailed history of Mc Clarren Financial Advisors, Inc. transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Mc Clarren Financial Advisors, Inc. holds 1,785 shares of IWD stock, worth $344,469. This represents 0.12% of its overall portfolio holdings.

Number of Shares
1,785
Previous 1,221 46.19%
Holding current value
$344,469
Previous $358,000 159.5%
% of portfolio
0.12%
Previous 0.25%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024
BUY
$173.36 - $189.8 $97,775 - $107,047
564 Added 46.19%
1,785 $929,000
Q2 2024

Jul 26, 2024
SELL
$169.4 - $179.05 $156,695 - $165,621
-925 Reduced 43.1%
1,221 $358,000
Q1 2024

Jul 26, 2024
BUY
$161.84 - $179.11 $115,391 - $127,705
713 Added 49.76%
2,146 $385,000
Q1 2024

May 03, 2024
SELL
$161.84 - $179.11 $113,935 - $126,093
-704 Reduced 32.94%
1,433 $385,000
Q4 2023

Feb 02, 2024
BUY
$143.69 - $165.7 $3,735 - $4,308
26 Added 1.23%
2,137 $353,000
Q3 2023

Nov 03, 2023
SELL
$151.73 - $163.56 $151 - $163
-1 Reduced 0.05%
2,111 $319,000
Q2 2023

Aug 04, 2023
BUY
$148.55 - $157.83 $1,931 - $2,051
13 Added 0.62%
2,112 $333,000
Q1 2023

May 05, 2023
BUY
$145.2 - $161.56 $871 - $969
6 Added 0.29%
2,099 $318,000
Q4 2022

Jan 30, 2023
BUY
$136.78 - $158.99 $273 - $317
2 Added 0.1%
2,093 $317,000
Q3 2022

Oct 31, 2022
BUY
$135.99 - $161.15 $284,355 - $336,964
2,091 New
2,091 $284,000
Q2 2022

Aug 11, 2022
SELL
$140.99 - $168.41 $293,541 - $350,629
-2,082 Closed
0 $0
Q1 2022

Apr 29, 2022
BUY
$157.15 - $170.51 $628 - $682
4 Added 0.19%
2,082 $344,000
Q4 2021

Jan 19, 2022
BUY
$157.12 - $168.08 $2,042 - $2,185
13 Added 0.63%
2,078 $349,000
Q3 2021

Oct 15, 2021
BUY
$154.62 - $164.07 $1,700 - $1,804
11 Added 0.54%
2,065 $323,000
Q2 2021

Jul 23, 2021
SELL
$152.86 - $162.4 $46,775 - $49,694
-306 Reduced 12.97%
2,054 $325,000
Q1 2021

Apr 21, 2021
BUY
$134.89 - $153.0 $1,348 - $1,530
10 Added 0.43%
2,360 $358,000
Q4 2020

Jan 29, 2021
BUY
$115.84 - $136.73 $272,224 - $321,315
2,350 New
2,350 $321,000

Others Institutions Holding IWD

# of Institutions
1,714
Shares Held
256M
Call Options Held
606K
Put Options Held
653K
View Full List

About ISHARES RUSSELL 1000 VAL ETF

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