Mc Clarren Financial Advisors, Inc. Ishares Esg Aware Msci Usa Sma Transaction History

Mc Clarren Financial Advisors, Inc.

  • $35.6 Million
  • Q4 2024

A detailed history of Mc Clarren Financial Advisors, Inc. transactions in Ishares Esg Aware Msci Usa Sma stock. As of the latest transaction made, Mc Clarren Financial Advisors, Inc. holds 8,990 shares of ESML stock, worth $387,558. This represents 1.06% of its overall portfolio holdings.

Number of Shares
8,990
Previous 5,430 65.56%
Holding current value
$387,558
Previous $14.7 Million 97.43%
% of portfolio
1.06%
Previous 1.85%

Shares

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

Jan 29, 2025
BUY
$41.09 - $45.94 $146,280 - $163,546
3,560 Added 65.56%
8,990 $378,000
Q3 2024

Oct 18, 2024
BUY
$38.03 - $42.06 $200,646 - $221,908
5,276 Added 3425.97%
5,430 $14.7 Million
Q2 2024

Jul 26, 2024
SELL
$36.99 - $39.96 $418,985 - $452,626
-11,327 Reduced 98.66%
154 $344,000
Q1 2024

Jul 26, 2024
BUY
$36.33 - $40.27 $411,219 - $455,816
11,319 Added 6987.04%
11,481 $463,000
Q1 2024

May 03, 2024
SELL
$36.33 - $40.27 $407,186 - $451,346
-11,208 Reduced 98.58%
162 $463,000
Q4 2023

Feb 02, 2024
BUY
$30.96 - $38.59 $4,489 - $5,595
145 Added 1.29%
11,370 $432,000
Q3 2023

Nov 03, 2023
BUY
$33.21 - $37.37 $254,687 - $286,590
7,669 Added 215.66%
11,225 $377,000
Q2 2023

Aug 04, 2023
SELL
$32.46 - $35.52 $246,760 - $270,023
-7,602 Reduced 68.13%
3,556 $126,000
Q1 2023

May 05, 2023
BUY
$32.27 - $37.51 $1,161 - $1,350
36 Added 0.32%
11,158 $378,000
Q4 2022

Jan 30, 2023
SELL
$31.03 - $35.26 $35,343 - $40,161
-1,139 Reduced 9.29%
11,122 $365,000
Q3 2022

Oct 31, 2022
BUY
$30.47 - $36.87 $373,592 - $452,063
12,261 New
12,261 $376,000
Q2 2022

Aug 11, 2022
SELL
$30.34 - $38.42 $111,863 - $141,654
-3,687 Closed
0 $0
Q1 2022

Apr 29, 2022
BUY
$35.57 - $40.83 $142 - $163
4 Added 0.11%
3,687 $138,000
Q4 2021

Jan 19, 2022
BUY
$38.24 - $42.82 $458 - $513
12 Added 0.33%
3,683 $149,000
Q3 2021

Oct 15, 2021
BUY
$37.66 - $40.76 $489 - $529
13 Added 0.36%
3,671 $143,000
Q2 2021

Jul 23, 2021
BUY
$38.02 - $40.93 $47,144 - $50,753
1,240 Added 51.28%
3,658 $146,000
Q1 2021

Apr 21, 2021
BUY
$33.7 - $40.38 $235 - $282
7 Added 0.29%
2,418 $94,000
Q4 2020

Jan 29, 2021
BUY
$26.87 - $34.54 $64,783 - $83,275
2,411 New
2,411 $81,000

Others Institutions Holding ESML

# of Institutions
431
Shares Held
34.5M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES ESG AWARE MSCI USA SMA

ESML Quotes by TradingView
  • Ticker ESML
  • Sector ETFs
  • Industry ETFs
More about ESML
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