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 3,904 shares of ESGU stock, worth $498,501. This represents 0.51% of its overall portfolio holdings.

Number of Shares
3,904
Previous 1,073 263.84%
Holding current value
$498,501
Previous $728,000 454.95%
% of portfolio
0.51%
Previous 0.51%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024

BUY
$113.45 - $126.18 $321,176 - $357,215
2,831 Added 263.84%
3,904 $4.04 Million
Q2 2024

Jul 26, 2024

SELL
$108.69 - $119.84 $566,166 - $624,246
-5,209 Reduced 82.92%
1,073 $728,000
Q1 2024

Jul 26, 2024

BUY
$102.91 - $114.96 $539,968 - $603,195
5,247 Added 506.96%
6,282 $723,000
Q1 2024

May 03, 2024

SELL
$102.91 - $114.96 $531,530 - $593,768
-5,165 Reduced 83.31%
1,035 $723,000
Q4 2023

Feb 02, 2024

SELL
$89.99 - $105.25 $30,146 - $35,258
-335 Reduced 5.13%
6,200 $650,000
Q3 2023

Nov 03, 2023

SELL
$93.48 - $100.86 $88,338 - $95,312
-945 Reduced 12.63%
6,535 $613,000
Q2 2023

Aug 04, 2023

SELL
$88.97 - $97.46 $10,854 - $11,890
-122 Reduced 1.6%
7,480 $729,000
Q1 2023

May 05, 2023

BUY
$84.05 - $92.64 $3,193 - $3,520
38 Added 0.5%
7,602 $682,000
Q4 2022

Jan 30, 2023

SELL
$79.22 - $90.53 $31,767 - $36,302
-401 Reduced 5.03%
7,564 $641,000
Q3 2022

Oct 31, 2022

BUY
$79.41 - $95.97 $632,500 - $764,401
7,965 New
7,965 $632,000
Q2 2022

Aug 11, 2022

SELL
$81.27 - $102.58 $429,837 - $542,545
-5,289 Closed
0 $0
Q1 2022

Apr 29, 2022

SELL
$93.13 - $108.44 $2,607 - $3,036
-28 Reduced 0.53%
5,289 $533,000
Q4 2021

Jan 19, 2022

BUY
$98.21 - $108.46 $392 - $433
4 Added 0.08%
5,317 $573,000
Q3 2021

Oct 15, 2021

BUY
$97.63 - $104.12 $1,952 - $2,082
20 Added 0.38%
5,313 $523,000
Q2 2021

Jul 23, 2021

SELL
$91.95 - $98.47 $18,665 - $19,989
-203 Reduced 3.69%
5,293 $518,000
Q1 2021

Apr 21, 2021

BUY
$84.89 - $91.26 $4,753 - $5,110
56 Added 1.03%
5,496 $500,000
Q4 2020

Jan 29, 2021

BUY
$74.43 - $86.03 $404,899 - $468,003
5,440 New
5,440 $467,000

Others Institutions Holding ESGU

About ISHARES TRUST ISHARES ESG AWAR


  • Ticker ESGU
  • Sector ETFs
  • Industry ETFs
More about ESGU
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