Aufman Associates Inc Ishares Esg Advanced Msci Usa Transaction History

Aufman Associates Inc

$148 Million
Q4 2024

A detailed history of Aufman Associates Inc transactions in Ishares Esg Advanced Msci Usa stock. As of the latest transaction made, Aufman Associates Inc holds 13,618 shares of USXF stock, worth $680,219. This represents 0.46% of its overall portfolio holdings.

Number of Shares

13,618

Previous 13,572 0.34%

Holding current value

$680,219

Previous $666,000 1.65%

% of portfolio

0.46%

Previous 0.43%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	BUY	$48.45 - $52.57 $2,228 - $2,418	46 Added 0.34%	13,618 $677,000
Q3 2024 Nov 13, 2024	BUY	$43.59 - $49.35 $43 - $49	1 Added 0.01%	13,572 $666,000
Q2 2024 Aug 09, 2024	BUY	$41.56 - $47.79 $1,080 - $1,242	26 Added 0.19%	13,571 $632,000
Q1 2024 May 10, 2024	SELL	$38.81 - $45.23 $194 - $226	-5 Reduced 0.04%	13,545 $611,000
Q4 2023 Feb 14, 2024	SELL	$33.24 - $39.9 $15,024 - $18,034	-452 Reduced 3.23%	13,550 $539,000
Q2 2023 Aug 11, 2023	SELL	$32.33 - $35.95 $7,985 - $8,879	-247 Reduced 1.73%	14,002 $503,000
Q1 2023 May 10, 2023	BUY	$30.39 - $33.7 $103,234 - $114,478	3,397 Added 31.3%	14,249 $471,000
Q4 2022 Feb 08, 2023	BUY	$27.72 - $32.46 $36,784 - $43,074	1,327 Added 13.93%	10,852 $332,000
Q3 2022 Nov 14, 2022	SELL	$28.02 - $34.07 $3,726 - $4,531	-133 Reduced 1.38%	9,525 $267,000
Q1 2022 May 13, 2022	BUY	$32.88 - $39.25 $90,354 - $107,859	2,748 Added 39.77%	9,658 $345,000
Q4 2021 Feb 09, 2022	BUY	$35.87 - $39.84 $247,861 - $275,294	6,910 New	6,910 $273,000

Others Institutions Holding USXF

# of Institutions

257

Shares Held

20.8M

Call Options Held

Put Options Held

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About ISHARES ESG ADVANCED MSCI USA

Ticker USXF
Sector Technology

More about USXF

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Aufman Associates Inc Ishares Esg Advanced Msci Usa Transaction History