Mc Clarren Financial Advisors, Inc. Ishares Trust Ishares Esg Awar Transaction History

Mc Clarren Financial Advisors, Inc.

  • $35.6 Million
  • Q4 2024

A detailed history of Mc Clarren Financial Advisors, Inc. transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Mc Clarren Financial Advisors, Inc. holds 1,723 shares of ESGD stock, worth $137,012. This represents 0.37% of its overall portfolio holdings.

Number of Shares
1,723
Previous 1,251 37.73%
Holding current value
$137,012
Previous $667,000 80.36%
% of portfolio
0.37%
Previous 0.08%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 29, 2025
BUY
$75.65 - $83.47 $35,706 - $39,397
472 Added 37.73%
1,723 $131,000
Q3 2024

Oct 18, 2024
BUY
$75.63 - $84.89 $76,764 - $86,163
1,015 Added 430.08%
1,251 $667,000
Q2 2024

Jul 26, 2024
SELL
$76.22 - $82.36 $101,753 - $109,950
-1,335 Reduced 84.98%
236 $133,000
Q1 2024

Jul 26, 2024
BUY
$73.39 - $80.18 $97,682 - $106,719
1,331 Added 554.58%
1,571 $126,000
Q1 2024

May 03, 2024
SELL
$73.39 - $80.18 $43,887 - $47,947
-598 Reduced 71.36%
240 $126,000
Q4 2023

Feb 02, 2024
BUY
$65.9 - $75.7 $659 - $757
10 Added 1.21%
838 $63,000
Q3 2023

Nov 03, 2023
BUY
$68.87 - $74.82 $21,418 - $23,269
311 Added 60.15%
828 $56,000
Q3 2022

Oct 31, 2022
BUY
$55.75 - $67.2 $28,822 - $34,742
517 New
517 $29,000
Q2 2022

Aug 11, 2022
SELL
$61.64 - $74.67 $42,285 - $51,223
-686 Closed
0 $0
Q4 2021

Jan 19, 2022
BUY
$76.64 - $82.32 $229 - $246
3 Added 0.44%
686 $55,000
Q2 2021

Jul 23, 2021
BUY
$76.82 - $82.21 $39,792 - $42,584
518 Added 313.94%
683 $53,000
Q1 2021

Apr 21, 2021
BUY
$72.34 - $76.86 $72 - $76
1 Added 0.61%
165 $12,000
Q4 2020

Jan 29, 2021
BUY
$61.15 - $73.67 $10,028 - $12,081
164 New
164 $12,000

Others Institutions Holding ESGD

# of Institutions
640
Shares Held
93.3M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TRUST ISHARES ESG AWAR

ESGD Quotes by TradingView
  • Ticker ESGD
  • Sector ETFs
  • Industry ETFs
More about ESGD
Track This Portfolio

Track Mc Clarren Financial Advisors, Inc. Portfolio

Follow Mc Clarren Financial Advisors, 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 Clarren Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Mc Clarren Financial Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email