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

Mc Clarren Financial Advisors, Inc.

$151 Million
Q1 2025

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 4,468 shares of SUSA stock, worth $580,080. This represents 0.54% of its overall portfolio holdings.

Number of Shares

4,468

Previous 4,343 2.88%

Holding current value

$580,080

Previous $528,000 54.73%

% of portfolio

0.54%

Previous 1.48%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	BUY	$113.22 - $126.36 $14,152 - $15,795	125 Added 2.88%	4,468 $817,000
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

527

Shares Held

18.5M

Call Options Held

Put Options Held

200

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About ISHARES TR MSCI USA ESG SELECT

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