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 4,450 shares of SUSA stock, worth $560,700. This represents 1.55% of its overall portfolio holdings.

Number of Shares
4,450
Previous 224 1886.61%
Holding current value
$560,700
Previous $795,000 1448.43%
% of portfolio
1.55%
Previous 0.56%

Shares

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

About ISHARES TR MSCI USA ESG SELECT


  • Ticker SUSA
  • Sector ETFs
  • Industry ETFs
More about SUSA
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