Mc Clarren Financial Advisors, Inc. Ishares Tr Msci Usa Esg Select Transaction History

Mc Clarren Financial Advisors, Inc.

  • $35.6 Million
  • Q4 2024

A detailed history of Mc Clarren Financial Advisors, Inc. transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Mc Clarren Financial Advisors, Inc. holds 4,343 shares of SUSA stock, worth $535,231. This represents 1.48% of its overall portfolio holdings.

Number of Shares
4,343
Previous 4,450 2.4%
Holding current value
$535,231
Previous $12.3 Million 95.71%
% of portfolio
1.48%
Previous 1.55%

Shares

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

Jan 29, 2025
SELL
$118.0 - $127.04 $12,626 - $13,593
-107 Reduced 2.4%
4,343 $528,000
Q3 2024

Oct 18, 2024
BUY
$108.44 - $120.37 $458,267 - $508,683
4,226 Added 1886.61%
4,450 $12.3 Million
Q2 2024

Jul 26, 2024
SELL
$102.41 - $112.98 $703,147 - $775,720
-6,866 Reduced 96.84%
224 $795,000
Q1 2024

Jul 26, 2024
BUY
$98.48 - $109.17 $676,656 - $750,107
6,871 Added 3137.44%
7,090 $775,000
Q1 2024

May 03, 2024
SELL
$98.48 - $109.17 $674,588 - $747,814
-6,850 Reduced 96.9%
219 $775,000
Q4 2023

Feb 02, 2024
BUY
$85.36 - $100.86 $4,950 - $5,849
58 Added 0.83%
7,069 $710,000
Q3 2023

Nov 03, 2023
SELL
$89.49 - $97.11 $89 - $97
-1 Reduced 0.01%
7,011 $630,000
Q2 2023

Aug 04, 2023
BUY
$85.65 - $93.64 $1,627 - $1,779
19 Added 0.27%
7,012 $656,000
Q1 2023

May 05, 2023
BUY
$81.64 - $90.01 $2,122 - $2,340
26 Added 0.37%
6,993 $613,000
Q4 2022

Jan 30, 2023
BUY
$75.77 - $88.09 $2,348 - $2,730
31 Added 0.45%
6,967 $573,000
Q3 2022

Oct 31, 2022
BUY
$75.91 - $92.66 $2,580 - $3,150
34 Added 0.49%
6,936 $526,000
Q2 2022

Aug 11, 2022
BUY
$78.1 - $97.98 $1,405 - $1,763
18 Added 0.26%
6,902 $556,000
Q1 2022

Apr 29, 2022
BUY
$89.45 - $106.35 $1,789 - $2,127
20 Added 0.29%
6,884 $665,000
Q4 2021

Jan 19, 2022
BUY
$95.76 - $106.67 $1,915 - $2,133
20 Added 0.29%
6,864 $730,000
Q3 2021

Oct 15, 2021
BUY
$94.69 - $101.93 $2,083 - $2,242
22 Added 0.32%
6,844 $656,000
Q2 2021

Jul 23, 2021
BUY
$88.83 - $95.54 $1,154 - $1,242
13 Added 0.19%
6,822 $651,000
Q1 2021

Apr 21, 2021
BUY
$81.34 - $87.82 $1,708 - $1,844
21 Added 0.31%
6,809 $598,000
Q4 2020

Jan 29, 2021
BUY
$72.19 - $82.34 $490,025 - $558,923
6,788 New
6,788 $558,000

Others Institutions Holding SUSA

# of Institutions
523
Shares Held
19.2M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR MSCI USA ESG SELECT

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