A detailed history of Fingerlakes Wealth Management, Inc. transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Fingerlakes Wealth Management, Inc. holds 4,056 shares of ESGD stock, worth $314,461. This represents 0.28% of its overall portfolio holdings.

Number of Shares
4,056
Previous 3,970 2.17%
Holding current value
$314,461
Previous $312,000 9.29%
% of portfolio
0.28%
Previous 0.28%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024

BUY
$75.63 - $84.89 $6,504 - $7,300
86 Added 2.17%
4,056 $341,000
Q2 2024

Aug 07, 2024

SELL
$76.22 - $82.36 $7,926 - $8,565
-104 Reduced 2.55%
3,970 $312,000
Q1 2024

Apr 24, 2024

BUY
$73.39 - $80.18 $10,421 - $11,385
142 Added 3.61%
4,074 $325,000
Q4 2023

Jan 26, 2024

SELL
$65.9 - $75.7 $13,048 - $14,988
-198 Reduced 4.79%
3,932 $297,000
Q3 2023

Nov 07, 2023

SELL
$68.87 - $74.82 $895 - $972
-13 Reduced 0.31%
4,130 $285,000
Q2 2023

Aug 10, 2023

SELL
$70.97 - $74.19 $1,490 - $1,557
-21 Reduced 0.5%
4,143 $302,000
Q1 2023

May 02, 2023

SELL
$66.27 - $72.39 $10,868 - $11,871
-164 Reduced 3.79%
4,164 $299,000
Q4 2022

Feb 10, 2023

BUY
$55.83 - $67.96 $8,709 - $10,601
156 Added 3.74%
4,328 $284,000
Q3 2022

Oct 28, 2022

BUY
$55.75 - $67.2 $19,456 - $23,452
349 Added 9.13%
4,172 $234,000
Q2 2022

Aug 05, 2022

BUY
$61.64 - $74.67 $39,018 - $47,266
633 Added 19.84%
3,823 $240,000
Q1 2022

May 06, 2022

BUY
$67.21 - $80.45 $214,399 - $256,635
3,190 New
3,190 $235,000

Others Institutions Holding ESGD

About ISHARES TRUST ISHARES ESG AWAR


  • Ticker ESGD
  • Sector ETFs
  • Industry ETFs
More about ESGD
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