Mc Clarren Financial Advisors, Inc. Ishares Russell Mid Cap ETF Transaction History

Mc Clarren Financial Advisors, Inc.

  • $159 Million
  • Q4 2025

A detailed history of Mc Clarren Financial Advisors, Inc. transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Mc Clarren Financial Advisors, Inc. holds 3,916 shares of IWR stock, worth $370,531. This represents 0.23% of its overall portfolio holdings.

Number of Shares
3,916
Previous 166 2259.04%
Holding current value
$370,531
Previous $16,000 2212.5%
% of portfolio
0.23%
Previous 0.01%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 13, 2026
BUY
$94.02 - $97.61 $352,575 - $366,037
3,750 Added 2259.04%
3,916 $370,000
Q3 2025

Oct 15, 2025
SELL
$92.26 - $97.51 $343,576 - $363,127
-3,724 Reduced 95.73%
166 $16,000
Q2 2025

Aug 07, 2025
BUY
$74.88 - $91.97 $284,918 - $349,945
3,805 Added 4476.47%
3,890 $357,000
Q1 2025

May 09, 2025
BUY
$82.81 - $92.93 $7,038 - $7,899
85 New
85 $324,000
Q3 2024

Oct 18, 2024
SELL
$79.92 - $88.19 $5,914 - $6,526
-74 Reduced 45.68%
88 $336,000
Q2 2024

Jul 26, 2024
SELL
$78.66 - $83.59 $293,165 - $311,539
-3,727 Reduced 95.83%
162 $315,000
Q1 2024

Jul 26, 2024
BUY
$75.37 - $84.09 $280,376 - $312,814
3,720 Added 2201.18%
3,889 $328,000
Q1 2024

May 03, 2024
SELL
$75.37 - $84.09 $280,376 - $312,814
-3,720 Reduced 95.65%
169 $328,000
Q4 2023

Feb 02, 2024
SELL
$64.84 - $78.27 $54,530 - $65,825
-841 Reduced 17.78%
3,889 $302,000
Q3 2022

Oct 31, 2022
BUY
$62.15 - $74.82 $4,164 - $5,012
67 Added 1.44%
4,730 $293,000
Q2 2022

Aug 11, 2022
SELL
$62.75 - $78.76 $4,141 - $5,198
-66 Reduced 1.4%
4,663 $301,000
Q1 2022

Apr 29, 2022
SELL
$72.29 - $82.89 $72 - $82
-1 Reduced 0.02%
4,729 $368,000
Q4 2021

Jan 19, 2022
SELL
$78.41 - $85.28 $7,370 - $8,016
-94 Reduced 1.95%
4,730 $393,000
Q3 2021

Oct 15, 2021
BUY
$76.44 - $82.59 $5,045 - $5,450
66 Added 1.39%
4,824 $377,000
Q2 2021

Jul 23, 2021
SELL
$74.82 - $79.61 $16,834 - $17,912
-225 Reduced 4.52%
4,758 $377,000
Q1 2021

Apr 21, 2021
BUY
$67.45 - $75.68 $67 - $75
1 Added 0.02%
4,983 $369,000
Q4 2020

Jan 29, 2021
BUY
$57.75 - $68.61 $287,710 - $341,815
4,982 New
4,982 $341,000

Others Institutions Holding IWR

# of Institutions
1,654
Shares Held
391M
Call Options Held
208K
Put Options Held
28.7K
View Full List

About ISHARES RUSSELL MID-CAP ETF

IWR Quotes by TradingView
  • Ticker IWR
  • Sector ETFs
  • Industry ETFs
More about IWR
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