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 5,430 shares of ESML stock, worth $245,653. This represents 1.85% of its overall portfolio holdings.

Number of Shares
5,430
Previous 154 3425.97%
Holding current value
$245,653
Previous $344,000 4167.44%
% of portfolio
1.85%
Previous 0.24%

Shares

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

About ISHARES ESG AWARE MSCI USA SMA


  • Ticker ESML
  • Sector ETFs
  • Industry ETFs
More about ESML
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