A detailed history of Mc Namara Financial Services, Inc. transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Mc Namara Financial Services, Inc. holds 3,086 shares of SUSA stock, worth $387,076. This represents 0.07% of its overall portfolio holdings.

Number of Shares
3,086
Previous 3,086 -0.0%
Holding current value
$387,076
Previous $346,000 7.23%
% of portfolio
0.07%
Previous 0.07%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 01, 2024

SELL
$102.41 - $112.98 $52,638 - $58,071
-514 Reduced 14.28%
3,086 $346,000
Q1 2024

Apr 15, 2024

SELL
$98.48 - $109.17 $2,265 - $2,510
-23 Reduced 0.63%
3,600 $393,000
Q3 2023

Oct 10, 2023

BUY
$89.49 - $97.11 $1,163 - $1,262
13 Added 0.36%
3,623 $325,000
Q2 2023

Jul 20, 2023

BUY
$85.65 - $93.64 $3,597 - $3,932
42 Added 1.18%
3,610 $338,000
Q1 2023

Apr 10, 2023

SELL
$81.64 - $90.01 $84,823 - $93,520
-1,039 Reduced 22.55%
3,568 $313,000
Q4 2022

Jan 19, 2023

BUY
$75.77 - $88.09 $303 - $352
4 Added 0.09%
4,607 $0
Q3 2022

Oct 28, 2022

SELL
$75.91 - $92.66 $683 - $833
-9 Reduced 0.2%
4,603 $349,000
Q2 2022

Jul 13, 2022

SELL
$78.1 - $97.98 $3,436 - $4,311
-44 Reduced 0.95%
4,612 $372,000
Q1 2022

May 02, 2022

BUY
$89.45 - $106.35 $11,539 - $13,719
129 Added 2.85%
4,656 $451,000
Q4 2021

Jan 24, 2022

SELL
$95.76 - $106.67 $6,415 - $7,146
-67 Reduced 1.46%
4,527 $481,000
Q3 2021

Oct 22, 2021

BUY
$94.69 - $101.93 $8,711 - $9,377
92 Added 2.04%
4,594 $441,000
Q2 2021

Aug 04, 2021

BUY
$88.83 - $95.54 $50,810 - $54,648
572 Added 14.55%
4,502 $430,000
Q1 2021

May 05, 2021

BUY
$81.34 - $87.82 $155,115 - $167,472
1,907 Added 94.27%
3,930 $324,000
Q3 2020

Oct 13, 2020

SELL
$67.13 - $78.5 $738 - $863
-11 Reduced 0.54%
2,023 $298,000
Q2 2020

Aug 10, 2020

BUY
$52.49 - $69.03 $4,566 - $6,005
87 Added 4.47%
2,034 $272,000
Q1 2020

Apr 17, 2020

BUY
$47.53 - $70.87 $4,135 - $6,165
87 Added 4.68%
1,947 $214,000
Q4 2019

Jan 22, 2020

BUY
$59.6 - $67.25 $110,856 - $125,085
1,860 New
1,860 $249,000
Q3 2018

Oct 10, 2018

SELL
N/A
-1,791 Closed
0 $0
Q2 2018

Jul 13, 2018

SELL
N/A
-81 Reduced 4.33%
1,791 $202,000
Q1 2018

Apr 09, 2018

SELL
N/A
-274 Reduced 12.77%
1,872 $208,000
Q3 2017

Oct 12, 2017

BUY
N/A
2,146
2,146 $224,000

Others Institutions Holding SUSA

About ISHARES TR MSCI USA ESG SELECT


  • Ticker SUSA
  • Sector ETFs
  • Industry ETFs
More about SUSA
Track This Portfolio

Track Mc Namara Financial Services, Inc. Portfolio

Follow Mc Namara Financial Services, 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 Namara Financial Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Mc Namara Financial Services, Inc. with notifications on news.