Mc Clarren Financial Advisors, Inc. Ishares Russell 3000 ETF Transaction History

Mc Clarren Financial Advisors, Inc.

$35.6 Million
Q4 2024

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 18, 2024	BUY	$294.75 - $326.73 $1.47 Million - $1.63 Million	4,990 Added 231.02%	7,150 $1.43 Million
Q2 2024 Jul 26, 2024	SELL	$283.16 - $309.9 $2.41 Million - $2.64 Million	-8,527 Reduced 79.79%	2,160 $3.3 Million
Q1 2024 Jul 26, 2024	BUY	$268.36 - $300.08 $2.3 Million - $2.58 Million	8,586 Added 408.66%	10,687 $3.21 Million
Q1 2024 May 03, 2024	SELL	$268.36 - $300.08 $2.3 Million - $2.57 Million	-8,559 Reduced 80.29%	2,101 $3.21 Million
Q4 2023 Feb 02, 2024	BUY	$234.36 - $274.87 $15,233 - $17,866	65 Added 0.61%	10,660 $2.92 Million
Q3 2023 Nov 03, 2023	SELL	$243.9 - $263.56 $6,341 - $6,852	-26 Reduced 0.24%	10,595 $2.6 Million
Q2 2023 Aug 04, 2023	BUY	$231.57 - $254.48 $7,178 - $7,888	31 Added 0.29%	10,621 $2.7 Million
Q1 2023 May 05, 2023	BUY	$218.83 - $242.18 $8,315 - $9,202	38 Added 0.36%	10,590 $2.49 Million
Q4 2022 Jan 30, 2023	SELL	$206.89 - $235.47 $46,136 - $52,509	-223 Reduced 2.07%	10,552 $2.33 Million
Q3 2022 Oct 31, 2022	BUY	$207.04 - $249.4 $353,831 - $426,224	1,709 Added 18.85%	10,775 $2.23 Million
Q2 2022 Aug 11, 2022	SELL	$210.65 - $265.31 $357,683 - $450,496	-1,698 Reduced 15.77%	9,066 $1.97 Million
Q1 2022 Apr 29, 2022	BUY	$242.02 - $279.09 $6,534 - $7,535	27 Added 0.25%	10,764 $2.82 Million
Q4 2021 Jan 19, 2022	BUY	$254.66 - $279.11 $9,167 - $10,047	36 Added 0.34%	10,737 $2.98 Million
Q3 2021 Oct 15, 2021	BUY	$251.89 - $269.0 $9,068 - $9,684	36 Added 0.34%	10,701 $2.73 Million
Q2 2021 Jul 23, 2021	SELL	$240.32 - $256.01 $44,218 - $47,105	-184 Reduced 1.7%	10,665 $2.73 Million
Q1 2021 Apr 21, 2021	SELL	$220.59 - $239.53 $58,456 - $63,475	-265 Reduced 2.38%	10,849 $2.57 Million
Q4 2020 Jan 29, 2021	BUY	$191.94 - $223.55 $2.13 Million - $2.48 Million	11,114 New	11,114 $2.45 Million

Others Institutions Holding IWV

# of Institutions

926

Shares Held

27.1M

Call Options Held

17.4K

Put Options Held

6.4K

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