A detailed history of Mc Namara Financial Services, Inc. transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Mc Namara Financial Services, Inc. holds 2,424 shares of IWD stock, worth $458,184. This represents 0.09% of its overall portfolio holdings.

Number of Shares
2,424
Previous 2,424 -0.0%
Holding current value
$458,184
Previous $434,000 2.76%
% of portfolio
0.09%
Previous 0.09%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 15, 2024

SELL
$161.84 - $179.11 $4,855 - $5,373
-30 Reduced 1.22%
2,424 $434,000
Q3 2023

Oct 10, 2023

SELL
$151.73 - $163.56 $15,779 - $17,010
-104 Reduced 4.07%
2,454 $372,000
Q2 2023

Jul 20, 2023

BUY
$148.55 - $157.83 $32,681 - $34,722
220 Added 9.41%
2,558 $403,000
Q1 2023

Apr 10, 2023

BUY
$145.2 - $161.56 $13,648 - $15,186
94 Added 4.19%
2,338 $355,000
Q3 2022

Oct 28, 2022

BUY
$135.99 - $161.15 $1,631 - $1,933
12 Added 0.54%
2,244 $305,000
Q1 2022

May 02, 2022

SELL
$157.15 - $170.51 $6,443 - $6,990
-41 Reduced 1.8%
2,232 $370,000
Q4 2021

Jan 24, 2022

SELL
$157.12 - $168.08 $11,155 - $11,933
-71 Reduced 3.03%
2,273 $382,000
Q3 2021

Oct 22, 2021

SELL
$154.62 - $164.07 $26,440 - $28,055
-171 Reduced 6.8%
2,344 $367,000
Q2 2021

Aug 04, 2021

SELL
$152.86 - $162.4 $17,731 - $18,838
-116 Reduced 4.41%
2,515 $399,000
Q1 2021

May 05, 2021

SELL
$134.89 - $153.0 $4,721 - $5,355
-35 Reduced 1.31%
2,631 $360,000
Q3 2020

Oct 13, 2020

BUY
$111.27 - $124.26 $13,463 - $15,035
121 Added 4.75%
2,666 $315,000
Q1 2020

Apr 17, 2020

SELL
$85.17 - $138.52 $4,769 - $7,757
-56 Reduced 2.15%
2,545 $252,000
Q4 2019

Jan 22, 2020

SELL
$123.85 - $136.67 $11,394 - $12,573
-92 Reduced 3.42%
2,601 $355,000
Q1 2019

Apr 09, 2019

SELL
N/A
-50 Reduced 1.82%
2,693 $299,000
Q1 2018

Apr 09, 2018

SELL
N/A
-320 Reduced 10.45%
2,743 $329,000
Q3 2017

Oct 12, 2017

BUY
N/A
3,063
3,063 $363,000

Others Institutions Holding IWD

About ISHARES RUSSELL 1000 VAL ETF


  • Ticker IWD
  • Sector ETFs
  • Industry ETFs
More about IWD
Track This Portfolio

Track Mc Namara Financial Services, Inc. Portfolio

Follow Mc Namara Financial Services, 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 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.