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

Mc Clarren Financial Advisors, Inc.

$153 Million
Q3 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 166 shares of IWR stock, worth $15,783. This represents 0.01% of its overall portfolio holdings.

Number of Shares

166

Previous 3,890 95.73%

Holding current value

$15,783

Previous $357,000 95.52%

% of portfolio

0.01%

Previous 0.25%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 15, 2025	SELL	$92.26 - $97.51 $343,576 - $363,127	-3,724 Reduced 95.73%	166 $16,000
Q2 2025 Aug 07, 2025	BUY	$74.88 - $91.97 $284,918 - $349,945	3,805 Added 4476.47%	3,890 $357,000
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

1,611

Shares Held

377M

Call Options Held

198K

Put Options Held

37.3K

View Full List

About ISHARES RUSSELL MID-CAP ETF

Ticker IWR
Sector ETFs
Industry ETFs

More about IWR

Track This Portfolio

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.

Account

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