Mc Clarren Financial Advisors, Inc. Ishares Msci Kld 400 Social Et Transaction History

Mc Clarren Financial Advisors, Inc.

$141 Million
Q2 2025

A detailed history of Mc Clarren Financial Advisors, Inc. transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Mc Clarren Financial Advisors, Inc. holds 33,779 shares of DSI stock, worth $4.07 Million. This represents 2.79% of its overall portfolio holdings.

Number of Shares

33,779

Previous 21,575 56.57%

Holding current value

$4.07 Million

Previous $3.48 Million 12.86%

% of portfolio

2.79%

Previous 2.3%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 07, 2025	BUY	$91.62 - $116.16 $1.12 Million - $1.42 Million	12,204 Added 56.57%	33,779 $3.92 Million
Q1 2025 May 09, 2025	BUY	$101.98 - $115.66 $2.2 Million - $2.5 Million	21,575 New	21,575 $3.48 Million
Q3 2024 Oct 18, 2024	BUY	$97.81 - $108.79 $2.05 Million - $2.28 Million	20,924 Added 4031.6%	21,443 $263 Million
Q2 2024 Jul 26, 2024	SELL	$94.27 - $104.77 $2.9 Million - $3.22 Million	-30,724 Reduced 98.34%	519 $3.5 Million
Q1 2024 Jul 26, 2024	BUY	$89.27 - $100.81 $2.75 Million - $3.11 Million	30,839 Added 7633.42%	31,243 $3.15 Million
Q1 2024 May 03, 2024	SELL	$89.27 - $100.81 $2.75 Million - $3.1 Million	-30,762 Reduced 98.7%	404 $3.15 Million
Q4 2023 Feb 02, 2024	BUY	$77.74 - $91.23 $17,724 - $20,800	228 Added 0.74%	31,166 $2.84 Million
Q3 2023 Nov 03, 2023	SELL	$80.77 - $87.25 $80 - $87	-1 Reduced -0.0%	30,938 $2.52 Million
Q2 2023 Aug 04, 2023	BUY	$76.24 - $84.24 $5,489 - $6,065	72 Added 0.23%	30,939 $2.6 Million
Q1 2023 May 05, 2023	BUY	$71.07 - $79.2 $7,533 - $8,395	106 Added 0.34%	30,867 $2.41 Million
Q4 2022 Jan 30, 2023	BUY	$66.36 - $76.94 $8,295 - $9,617	125 Added 0.41%	30,761 $2.21 Million
Q3 2022 Oct 31, 2022	BUY	$66.97 - $81.69 $101,727 - $124,087	1,519 Added 5.22%	30,636 $2.05 Million
Q2 2022 Aug 11, 2022	SELL	$69.6 - $87.62 $114,770 - $144,485	-1,649 Reduced 5.36%	29,117 $2.09 Million
Q1 2022 Apr 29, 2022	BUY	$79.44 - $93.34 $12,551 - $14,747	158 Added 0.52%	30,766 $2.66 Million
Q4 2021 Jan 19, 2022	BUY	$83.4 - $93.49 $3,586 - $4,020	43 Added 0.14%	30,608 $2.85 Million
Q3 2021 Oct 15, 2021	BUY	$82.17 - $87.81 $40,427 - $43,202	492 Added 1.64%	30,565 $2.54 Million
Q2 2021 Jul 23, 2021	BUY	$77.33 - $82.83 $8,970 - $9,608	116 Added 0.39%	30,073 $2.49 Million
Q1 2021 Apr 21, 2021	BUY	$70.61 - $76.36 $6,213 - $6,719	88 Added 0.29%	29,957 $2.29 Million
Q4 2020 Jan 29, 2021	BUY	$62.23 - $71.54 $1.86 Million - $2.14 Million	29,869 New	29,869 $2.14 Million

Others Institutions Holding DSI

# of Institutions

624

Shares Held

25.1M

Call Options Held

Put Options Held

1.6K

View Full List

About ISHARES MSCI KLD 400 SOCIAL ET

Ticker DSI
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Mc Clarren Financial Advisors, Inc. Ishares Msci Kld 400 Social Et Transaction History