Aufman Associates Inc Ishares Esg Aware Msci Usa Sma Transaction History

Aufman Associates Inc

  • $148 Million
  • Q4 2024

A detailed history of Aufman Associates Inc transactions in Ishares Esg Aware Msci Usa Sma stock. As of the latest transaction made, Aufman Associates Inc holds 20,130 shares of ESML stock, worth $830,563. This represents 0.57% of its overall portfolio holdings.

Number of Shares
20,130
Previous 18,621 8.1%
Holding current value
$830,563
Previous $778,000 8.74%
% of portfolio
0.57%
Previous 0.5%

Shares

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

Feb 12, 2025
BUY
$41.09 - $45.94 $62,004 - $69,323
1,509 Added 8.1%
20,130 $846,000
Q3 2024

Nov 13, 2024
SELL
$38.03 - $42.06 $266 - $294
-7 Reduced 0.04%
18,621 $778,000
Q2 2024

Aug 09, 2024
SELL
$36.99 - $39.96 $11,281 - $12,187
-305 Reduced 1.61%
18,628 $717,000
Q1 2024

May 10, 2024
BUY
$36.33 - $40.27 $68,300 - $75,707
1,880 Added 11.02%
18,933 $762,000
Q4 2023

Feb 14, 2024
SELL
$30.96 - $38.59 $7,244 - $9,030
-234 Reduced 1.35%
17,053 $648,000
Q3 2023

Nov 13, 2023
BUY
$33.21 - $37.37 $52,139 - $58,670
1,570 Added 9.99%
17,287 $581,000
Q2 2023

Aug 11, 2023
BUY
$32.46 - $35.52 $17,982 - $19,678
554 Added 3.65%
15,717 $558,000
Q1 2023

May 10, 2023
BUY
$32.27 - $37.51 $96,293 - $111,929
2,984 Added 24.5%
15,163 $515,000
Q4 2022

Feb 08, 2023
BUY
$31.03 - $35.26 $52,595 - $59,765
1,695 Added 16.17%
12,179 $400,000
Q3 2022

Nov 14, 2022
BUY
$30.47 - $36.87 $335 - $405
11 Added 0.11%
10,484 $322,000
Q2 2022

Aug 10, 2022
BUY
$30.34 - $38.42 $273 - $345
9 Added 0.09%
10,473 $330,000
Q1 2022

May 13, 2022
BUY
$35.57 - $40.83 $34,751 - $39,890
977 Added 10.3%
10,464 $398,000
Q4 2021

Feb 09, 2022
BUY
$38.24 - $42.82 $362,782 - $406,233
9,487 New
9,487 $382,000

Others Institutions Holding ESML

# of Institutions
439
Shares Held
34.6M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES ESG AWARE MSCI USA SMA

ESML Quotes by TradingView
  • Ticker ESML
  • Sector ETFs
  • Industry ETFs
More about ESML
Track This Portfolio

Track Aufman Associates Inc Portfolio

Follow Aufman Associates 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 Aufman Associates Inc, based on Form 13F filings with the SEC.

News

Stay updated on Aufman Associates Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email