Mc Clarren Financial Advisors, Inc. Ishares Tr Transaction History

Mc Clarren Financial Advisors, Inc.

$35.6 Million
Q4 2024

A detailed history of Mc Clarren Financial Advisors, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Mc Clarren Financial Advisors, Inc. holds 1,628 shares of IYJ stock, worth $221,163. This represents 0.61% of its overall portfolio holdings.

Number of Shares

1,628

Holding current value

$221,163

% of portfolio

0.61%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	BUY	$132.97 - $143.93 $216,475 - $234,318	1,628 New	1,628 $217,000
Q2 2024 Jul 26, 2024	BUY	$119.1 - $125.05 $14,172 - $14,880	119 New	119 $193,000
Q4 2023 Feb 02, 2024	BUY	$95.31 - $114.66 $953 - $1,146	10 Added 0.62%	1,614 $185,000
Q2 2023 Aug 04, 2023	BUY	$96.6 - $106.04 $483 - $530	5 Added 0.31%	1,604 $170,000
Q1 2023 May 05, 2023	BUY	$95.26 - $104.26 $381 - $417	4 Added 0.25%	1,599 $160,000
Q4 2022 Jan 30, 2023	BUY	$84.86 - $101.21 $339 - $404	4 Added 0.25%	1,595 $153,000
Q3 2022 Oct 31, 2022	BUY	$83.78 - $102.55 $133,293 - $163,157	1,591 New	1,591 $133,000
Q2 2022 Aug 11, 2022	SELL	$86.15 - $105.81 $136,289 - $167,391	-1,582 Closed	0 $0
Q1 2022 Apr 29, 2022	BUY	$97.52 - $114.07 $292 - $342	3 Added 0.19%	1,582 $166,000
Q4 2021 Jan 19, 2022	BUY	$104.49 - $114.29 $417 - $457	4 Added 0.25%	1,579 $178,000
Q3 2021 Oct 15, 2021	BUY	$107.16 - $114.98 $428 - $459	4 Added 0.25%	1,575 $168,000
Q2 2021 Jul 23, 2021	BUY	$106.5 - $112.79 $213 - $225	2 Added 0.13%	1,571 $174,000
Q1 2021 Apr 21, 2021	BUY	$93.24 - $105.87 $372 - $423	4 Added 0.26%	1,569 $166,000
Q4 2020 Jan 29, 2021	BUY	$81.66 - $97.19 $127,797 - $152,102	1,565 New	1,565 $152,000

Others Institutions Holding IYJ

# of Institutions

338

Shares Held

6.59M

Call Options Held

35.9K

Put Options Held

11.8K

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About ISHARES TR

Ticker IYJ
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Mc Clarren Financial Advisors, Inc. Ishares Tr Transaction History