Aufman Associates Inc Ishares Trust Ishares Esg Awar Transaction History

Aufman Associates Inc

$155 Million
Q3 2024

A detailed history of Aufman Associates Inc transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Aufman Associates Inc holds 6,588 shares of ESGD stock, worth $500,490. This represents 0.36% of its overall portfolio holdings.

Number of Shares

6,588

Previous 6,652 0.96%

Holding current value

$500,490

Previous $524,000 5.73%

% of portfolio

0.36%

Previous 0.37%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$75.63 - $84.89 $4,840 - $5,432	-64 Reduced 0.96%	6,588 $554,000
Q2 2024 Aug 09, 2024	BUY	$76.22 - $82.36 $3,048 - $3,294	40 Added 0.6%	6,652 $524,000
Q1 2024 May 10, 2024	SELL	$73.39 - $80.18 $8,513 - $9,300	-116 Reduced 1.72%	6,612 $528,000
Q4 2023 Feb 14, 2024	SELL	$65.9 - $75.7 $8,764 - $10,068	-133 Reduced 1.94%	6,728 $508,000
Q2 2023 Aug 11, 2023	BUY	$70.97 - $74.19 $922 - $964	13 Added 0.19%	6,861 $500,000
Q1 2023 May 10, 2023	BUY	$66.27 - $72.39 $83,831 - $91,573	1,265 Added 22.66%	6,848 $491,000
Q4 2022 Feb 08, 2023	BUY	$55.83 - $67.96 $279 - $339	5 Added 0.09%	5,583 $367,000
Q2 2022 Aug 10, 2022	BUY	$61.64 - $74.67 $2,588 - $3,136	42 Added 0.76%	5,578 $350,000
Q1 2022 May 13, 2022	BUY	$67.21 - $80.45 $43,216 - $51,729	643 Added 13.14%	5,536 $408,000
Q4 2021 Feb 09, 2022	BUY	$76.64 - $82.32 $374,999 - $402,791	4,893 New	4,893 $389,000

Others Institutions Holding ESGD

# of Institutions

635

Shares Held

93.2M

Call Options Held

Put Options Held

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About ISHARES TRUST ISHARES ESG AWAR

Ticker ESGD
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Aufman Associates Inc Ishares Trust Ishares Esg Awar Transaction History