Aufman Associates Inc Ishares Esg Aware Msci Usa Sma Transaction History

Aufman Associates Inc

  • $146 Million
  • Q1 2025

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 20,183 shares of ESML stock, worth $798,439. This represents 0.53% of its overall portfolio holdings.

Number of Shares
20,183
Previous 20,130 0.26%
Holding current value
$798,439
Previous $846,000 8.39%
% of portfolio
0.53%
Previous 0.57%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
BUY
$37.84 - $44.02 $2,005 - $2,333
53 Added 0.26%
20,183 $775,000
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
427
Shares Held
34.7M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES ESG AWARE MSCI USA SMA

ESML Quotes by TradingView
  • Ticker ESML
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More about ESML
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