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

Mc Clarren Financial Advisors, Inc.

$795 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 26, 2024	SELL	$31.14 - $34.36 $122,380 - $135,034	-3,930 Closed	0 $0
Q1 2024 Jul 26, 2024	BUY	$29.99 - $32.59 $115,911 - $125,960	3,865 Added 5946.15%	3,930 $127,000
Q1 2024 May 03, 2024	SELL	$29.99 - $32.59 $115,911 - $125,960	-3,865 Reduced 98.35%	65 $127,000
Q4 2023 Feb 02, 2024	BUY	$29.26 - $32.06 $2,194 - $2,404	75 Added 1.95%	3,930 $126,000
Q2 2023 Aug 04, 2023	SELL	$30.3 - $32.81 $76,053 - $82,353	-2,510 Reduced 39.43%	3,855 $121,000
Q1 2023 May 05, 2023	SELL	$29.58 - $33.94 $147 - $169	-5 Reduced 0.08%	6,365 $199,000
Q4 2022 Jan 30, 2023	BUY	$26.89 - $31.56 $22,345 - $26,226	831 Added 15.0%	6,370 $191,000
Q3 2022 Oct 31, 2022	BUY	$27.67 - $32.89 $153,264 - $182,177	5,539 New	5,539 $153,000

Others Institutions Holding ESGE

# of Institutions

545

Shares Held

101M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

17.6M
Shares

$600 Million
0.05% of portfolio
Tiaa Trust, National Association Charlotte, NC

6.14M
Shares

$210 Million
0.67% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

5.68M
Shares

$194 Million
0.7% of portfolio
Personal Capital Advisors Corp

5.64M
Shares

$193 Million
0.82% of portfolio
Morgan Stanley New York, NY

5.27M
Shares

$180 Million
0.01% of portfolio

About ISHARES, INC. ISHARES ESG AWAR

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