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 18,621 shares of ESML stock, worth $813,923. This represents 0.5% of its overall portfolio holdings.

Number of Shares
18,621
Previous 18,628 0.04%
Holding current value
$813,923
Previous $717,000 8.51%
% of portfolio
0.5%
Previous 0.51%

Shares

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

About ISHARES ESG AWARE MSCI USA SMA


  • 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.