A detailed history of Mc Clarren Financial Advisors, Inc. transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Mc Clarren Financial Advisors, Inc. holds 456 shares of IWN stock, worth $76,197. This represents 0.11% of its overall portfolio holdings.

Number of Shares
456
Holding current value
$76,197
% of portfolio
0.11%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 26, 2024

BUY
$146.03 - $158.93 $66,589 - $72,472
456 New
456 $160,000
Q4 2023

Feb 02, 2024

BUY
$125.51 - $158.2 $1,631 - $2,056
13 Added 1.26%
1,042 $162,000
Q3 2023

Nov 03, 2023

SELL
$133.8 - $151.24 $936 - $1,058
-7 Reduced 0.68%
1,029 $139,000
Q2 2023

Aug 04, 2023

BUY
$128.93 - $142.33 $773 - $853
6 Added 0.58%
1,036 $145,000
Q1 2023

May 05, 2023

BUY
$130.78 - $156.96 $523 - $627
4 Added 0.39%
1,030 $140,000
Q4 2022

Jan 30, 2023

BUY
$131.32 - $149.64 $262 - $299
2 Added 0.2%
1,026 $142,000
Q3 2022

Oct 31, 2022

BUY
$128.93 - $159.38 $132,024 - $163,205
1,024 New
1,024 $132,000
Q2 2022

Aug 11, 2022

SELL
$134.47 - $162.71 $137,697 - $166,615
-1,024 Closed
0 $0
Q1 2022

Apr 29, 2022

BUY
$151.25 - $169.21 $151 - $169
1 Added 0.1%
1,024 $165,000
Q4 2021

Jan 19, 2022

BUY
$157.31 - $176.88 $1,101 - $1,238
7 Added 0.69%
1,023 $170,000
Q3 2021

Oct 15, 2021

BUY
$152.99 - $167.43 $764 - $837
5 Added 0.49%
1,016 $162,000
Q2 2021

Jul 23, 2021

SELL
$156.91 - $173.97 $3,452 - $3,827
-22 Reduced 2.13%
1,011 $167,000
Q1 2021

Apr 21, 2021

BUY
$130.0 - $169.53 $390 - $508
3 Added 0.29%
1,033 $165,000
Q4 2020

Jan 29, 2021

BUY
$100.9 - $132.3 $103,927 - $136,269
1,030 New
1,030 $135,000

Others Institutions Holding IWN

About ISHARES RUSSELL2000 VAL ETF


  • Ticker IWN
  • Sector ETFs
  • Industry ETFs
More about IWN
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