Mc Namara Financial Services, Inc. Ishares Tr Russell 1000 ETF Transaction History

Mc Namara Financial Services, Inc.

$459 Million
Q1 2025

A detailed history of Mc Namara Financial Services, Inc. transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Mc Namara Financial Services, Inc. holds 7,288 shares of IWB stock, worth $2.36 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares

7,288

Previous 7,429 1.9%

Holding current value

$2.36 Million

Previous $2.39 Million 7.1%

% of portfolio

0.48%

Previous 0.57%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 11, 2025	SELL	$302.31 - $337.54 $42,625 - $47,593	-141 Reduced 1.9%	7,288 $2.22 Million
Q4 2024 Jan 24, 2025	SELL	$311.11 - $335.64 $150,266 - $162,114	-483 Reduced 6.1%	7,429 $2.39 Million
Q3 2024 Oct 10, 2024	BUY	$283.28 - $314.39 $36,259 - $40,241	128 Added 1.64%	7,912 $2.49 Million
Q2 2024 Aug 01, 2024	BUY	$272.21 - $298.72 $90,645 - $99,473	333 Added 4.47%	7,784 $2.32 Million
Q1 2024 Apr 15, 2024	SELL	$257.46 - $288.1 $45,312 - $50,705	-176 Reduced 2.31%	7,451 $2.15 Million
Q4 2023 Jan 29, 2024	BUY	$225.16 - $263.17 $57,415 - $67,108	255 Added 3.46%	7,627 $2 Million
Q3 2023 Oct 10, 2023	SELL	$234.05 - $252.17 $52,193 - $56,233	-223 Reduced 2.94%	7,372 $1.73 Million
Q2 2023 Jul 20, 2023	SELL	$221.85 - $243.74 $70,548 - $77,509	-318 Reduced 4.02%	7,595 $1.85 Million
Q1 2023 Apr 10, 2023	BUY	$208.78 - $230.55 $2,296 - $2,536	11 Added 0.14%	7,913 $1.78 Million
Q4 2022 Jan 19, 2023	BUY	$196.94 - $224.49 $60,263 - $68,693	306 Added 4.03%	7,902 $0
Q3 2022 Oct 28, 2022	SELL	$197.33 - $237.63 $81,497 - $98,141	-413 Reduced 5.16%	7,596 $1.5 Million
Q2 2022 Jul 13, 2022	BUY	$201.03 - $253.2 $1.35 Million - $1.7 Million	6,731 Added 526.68%	8,009 $1.66 Million
Q1 2022 May 02, 2022	SELL	$230.48 - $266.11 $32,036 - $36,989	-139 Reduced 9.81%	1,278 $320,000
Q4 2021 Jan 24, 2022	SELL	$241.33 - $266.02 $3,861 - $4,256	-16 Reduced 1.12%	1,417 $375,000
Q3 2021 Oct 22, 2021	SELL	$239.32 - $255.42 $1,196 - $1,277	-5 Reduced 0.35%	1,433 $346,000
Q2 2021 Aug 04, 2021	SELL	$226.48 - $242.11 $20,383 - $21,789	-90 Reduced 5.89%	1,438 $348,000
Q1 2021 May 05, 2021	SELL	$208.89 - $225.24 $6,057 - $6,531	-29 Reduced 1.86%	1,528 $324,000
Q3 2020 Oct 13, 2020	SELL	$172.79 - $199.44 $691 - $797	-4 Reduced 0.26%	1,557 $291,000
Q2 2020 Aug 10, 2020	SELL	$135.3 - $179.75 $17,589 - $23,367	-130 Reduced 7.69%	1,561 $268,000
Q1 2020 Apr 17, 2020	BUY	$122.99 - $188.06 $6,518 - $9,967	53 Added 3.24%	1,691 $239,000
Q4 2019 Jan 22, 2020	SELL	$159.7 - $178.97 $8,144 - $9,127	-51 Reduced 3.02%	1,638 $292,000
Q3 2019 Oct 18, 2019	BUY	$163.68 - $167.08 $6,874 - $7,017	42 Added 2.55%	1,689 $275,000
Q2 2019 Jul 12, 2019	SELL	N/A	-9 Reduced 0.54%	1,647 $259,000
Q3 2018 Oct 10, 2018	SELL	N/A	-13 Reduced 0.78%	1,656 $268,000
Q2 2018 Jul 13, 2018	BUY	N/A	12 Added 0.72%	1,669 $254,000
Q1 2018 Apr 09, 2018	SELL	N/A	-56 Reduced 3.27%	1,657 $243,000
Q4 2017 Jan 16, 2018	SELL	N/A	-48 Reduced 2.73%	1,713 $255,000
Q3 2017 Oct 12, 2017	BUY	N/A	1,761	1,761 $246,000

Others Institutions Holding IWB

# of Institutions

1,498

Shares Held

96.1M

Call Options Held

66.9K

Put Options Held

199K

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About ISHARES TR RUSSELL 1000 ETF

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Mc Namara Financial Services, Inc. Ishares Tr Russell 1000 ETF Transaction History