Mc Namara Financial Services, Inc. Ishares Core S&P Sm Cap ETF Transaction History

Mc Namara Financial Services, Inc.

$423 Million
Q4 2024

A detailed history of Mc Namara Financial Services, Inc. transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Mc Namara Financial Services, Inc. holds 30,147 shares of IJR stock, worth $3.41 Million. This represents 0.82% of its overall portfolio holdings.

Number of Shares

30,147

Previous 40,891 26.27%

Holding current value

$3.41 Million

Previous $4.78 Million 27.37%

% of portfolio

0.82%

Previous 0.95%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	SELL	$113.92 - $127.38 $1.22 Million - $1.37 Million	-10,744 Reduced 26.27%	30,147 $3.47 Million
Q3 2024 Oct 10, 2024	BUY	$105.53 - $118.34 $257,915 - $289,222	2,444 Added 6.36%	40,891 $4.78 Million
Q2 2024 Aug 01, 2024	BUY	$102.13 - $110.88 $807,644 - $876,839	7,908 Added 25.89%	38,447 $4.1 Million
Q1 2024 Apr 15, 2024	BUY	$102.35 - $110.52 $211,966 - $228,886	2,071 Added 7.27%	30,539 $3.38 Million
Q4 2023 Jan 29, 2024	BUY	$87.61 - $110.11 $287,798 - $361,711	3,285 Added 13.04%	28,468 $3.08 Million
Q3 2023 Oct 10, 2023	BUY	$92.9 - $105.16 $108,135 - $122,406	1,164 Added 4.85%	25,183 $2.38 Million
Q2 2023 Jul 20, 2023	BUY	$91.14 - $99.81 $311,698 - $341,350	3,420 Added 16.6%	24,019 $2.39 Million
Q1 2023 Apr 10, 2023	BUY	$92.27 - $107.68 $241,655 - $282,013	2,619 Added 14.57%	20,599 $1.99 Million
Q4 2022 Jan 19, 2023	BUY	$89.09 - $102.13 $259,608 - $297,606	2,914 Added 19.34%	17,980 $0
Q3 2022 Oct 28, 2022	BUY	$87.04 - $106.5 $307,599 - $376,371	3,534 Added 30.65%	15,066 $1.31 Million
Q2 2022 Jul 13, 2022	BUY	$89.03 - $109.02 $1.03 Million - $1.26 Million	11,532 New	11,532 $1.07 Million

Others Institutions Holding IJR

# of Institutions

2,811

Shares Held

537M

Call Options Held

877K

Put Options Held

272K

View Full List

About ISHARES CORE S&P SM CAP ETF

Ticker IJR
Sector ETFs
Industry ETFs

More about IJR

Track This Portfolio

Portfolio Update

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

News

Stay updated on Mc Namara Financial Services, Inc. with notifications on news.

Account

Mc Namara Financial Services, Inc. Ishares Core S&P Sm Cap ETF Transaction History