Mc Clarren Financial Advisors, Inc. Ishares Core S&P 500 ETF Transaction History

Mc Clarren Financial Advisors, Inc.

$159 Million
Q4 2025

A detailed history of Mc Clarren Financial Advisors, Inc. transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Mc Clarren Financial Advisors, Inc. holds 10,998 shares of IVV stock, worth $7.43 Million. This represents 4.66% of its overall portfolio holdings.

Number of Shares

10,998

Previous 2,681 310.22%

Holding current value

$7.43 Million

Previous $1.79 Million 313.99%

% of portfolio

4.66%

Previous 1.17%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 13, 2026	BUY	$656.2 - $690.71 $5.46 Million - $5.74 Million	8,317 Added 310.22%	10,998 $7.43 Million
Q3 2025 Oct 15, 2025	BUY	$620.67 - $670.08 $332,679 - $359,162	536 Added 24.99%	2,681 $1.79 Million
Q2 2025 Aug 07, 2025	SELL	$498.8 - $620.9 $529,725 - $659,395	-1,062 Reduced 33.12%	2,145 $1.33 Million
Q1 2025 May 09, 2025	BUY	$554.06 - $615.85 $1.78 Million - $1.98 Million	3,207 New	3,207 $1.26 Million
Q3 2024 Oct 18, 2024	SELL	$520.18 - $576.82 $4.77 Million - $5.29 Million	-9,165 Reduced 72.82%	3,421 $46,000

Q2 2024 Jul 26, 2024	BUY	$497.53 - $549.64 $4.64 Million - $5.12 Million	9,323 Added 285.72%	12,586 $1.55 Million
Q1 2024 Jul 26, 2024	SELL	$469.56 - $525.73 $5.13 Million - $5.75 Million	-10,932 Reduced 77.01%	3,263 $1.72 Million
Q1 2024 May 03, 2024	BUY	$469.56 - $525.73 $5.13 Million - $5.74 Million	10,918 Added 333.17%	14,195 $1.72 Million
Q4 2023 Feb 02, 2024	BUY	$412.55 - $479.0 $95,711 - $111,128	232 Added 7.62%	3,277 $1.57 Million
Q3 2023 Nov 03, 2023	SELL	$427.76 - $460.18 $58,175 - $62,584	-136 Reduced 4.28%	3,045 $1.3 Million
Q2 2023 Aug 04, 2023	SELL	$406.17 - $445.71 $289,193 - $317,345	-712 Reduced 18.29%	3,181 $1.42 Million
Q1 2023 May 05, 2023	SELL	$381.13 - $418.66 $385,703 - $423,683	-1,012 Reduced 20.63%	3,893 $1.59 Million
Q4 2022 Jan 30, 2023	SELL	$357.98 - $409.32 $136,032 - $155,541	-380 Reduced 7.19%	4,905 $1.88 Million
Q3 2022 Oct 31, 2022	BUY	$358.65 - $432.04 $1.31 Million - $1.58 Million	3,647 Added 222.65%	5,285 $1.9 Million
Q2 2022 Aug 11, 2022	SELL	$366.99 - $458.8 $1.34 Million - $1.68 Million	-3,651 Reduced 69.03%	1,638 $620,000
Q1 2022 Apr 29, 2022	SELL	$418.06 - $479.84 $836 - $959	-2 Reduced 0.04%	5,289 $2.4 Million
Q4 2021 Jan 19, 2022	SELL	$430.29 - $479.53 $25,387 - $28,292	-59 Reduced 1.1%	5,291 $2.52 Million
Q3 2021 Oct 15, 2021	SELL	$426.8 - $455.27 $288,516 - $307,762	-676 Reduced 11.22%	5,350 $2.3 Million
Q2 2021 Jul 23, 2021	SELL	$402.08 - $429.92 $402,884 - $430,779	-1,002 Reduced 14.26%	6,026 $2.59 Million
Q1 2021 Apr 21, 2021	SELL	$370.22 - $398.75 $2,591 - $2,791	-7 Reduced 0.1%	7,028 $2.8 Million
Q4 2020 Jan 29, 2021	BUY	$327.62 - $375.39 $2.3 Million - $2.64 Million	7,035 New	7,035 $2.64 Million

Others Institutions Holding IVV

# of Institutions

4,160

Shares Held

795M

Call Options Held

3.41M

Put Options Held

2.27M

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

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Mc Clarren Financial Advisors, Inc. Ishares Core S&P 500 ETF Transaction History