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

Mc Clarren Financial Advisors, Inc.

  • $151 Million
  • Q1 2025

A detailed history of Mc Clarren Financial Advisors, Inc. transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Mc Clarren Financial Advisors, Inc. holds 85 shares of IWR stock, worth $7,525. This represents 0.21% of its overall portfolio holdings.

Number of Shares
85
Holding current value
$7,525
% of portfolio
0.21%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 09, 2025
BUY
$82.81 - $92.93 $7,038 - $7,899
85 New
85 $324,000
Q3 2024

Oct 18, 2024
SELL
$79.92 - $88.19 $5,914 - $6,526
-74 Reduced 45.68%
88 $336,000
Q2 2024

Jul 26, 2024
SELL
$78.66 - $83.59 $293,165 - $311,539
-3,727 Reduced 95.83%
162 $315,000
Q1 2024

Jul 26, 2024
BUY
$75.37 - $84.09 $280,376 - $312,814
3,720 Added 2201.18%
3,889 $328,000
Q1 2024

May 03, 2024
SELL
$75.37 - $84.09 $280,376 - $312,814
-3,720 Reduced 95.65%
169 $328,000
Q4 2023

Feb 02, 2024
SELL
$64.84 - $78.27 $54,530 - $65,825
-841 Reduced 17.78%
3,889 $302,000
Q3 2022

Oct 31, 2022
BUY
$62.15 - $74.82 $4,164 - $5,012
67 Added 1.44%
4,730 $293,000
Q2 2022

Aug 11, 2022
SELL
$62.75 - $78.76 $4,141 - $5,198
-66 Reduced 1.4%
4,663 $301,000
Q1 2022

Apr 29, 2022
SELL
$72.29 - $82.89 $72 - $82
-1 Reduced 0.02%
4,729 $368,000
Q4 2021

Jan 19, 2022
SELL
$78.41 - $85.28 $7,370 - $8,016
-94 Reduced 1.95%
4,730 $393,000
Q3 2021

Oct 15, 2021
BUY
$76.44 - $82.59 $5,045 - $5,450
66 Added 1.39%
4,824 $377,000
Q2 2021

Jul 23, 2021
SELL
$74.82 - $79.61 $16,834 - $17,912
-225 Reduced 4.52%
4,758 $377,000
Q1 2021

Apr 21, 2021
BUY
$67.45 - $75.68 $67 - $75
1 Added 0.02%
4,983 $369,000
Q4 2020

Jan 29, 2021
BUY
$57.75 - $68.61 $287,710 - $341,815
4,982 New
4,982 $341,000

Others Institutions Holding IWR

# of Institutions
1,536
Shares Held
382M
Call Options Held
151K
Put Options Held
163K
View Full List

About ISHARES RUSSELL MID-CAP ETF

IWR Quotes by TradingView
  • Ticker IWR
  • Sector ETFs
  • Industry ETFs
More about IWR
Track This Portfolio

Track Mc Clarren Financial Advisors, Inc. Portfolio

Follow Mc Clarren Financial Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mc Clarren Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Mc Clarren Financial Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email