Fingerlakes Wealth Management, Inc. Ishares Trust Ishares Esg Awar Transaction History

Fingerlakes Wealth Management, Inc.

$120 Million
Q3 2024

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 $322,735. This represents 0.28% of its overall portfolio holdings.

Number of Shares

4,056

Previous 3,970 2.17%

Holding current value

$322,735

Previous $312,000 9.29%

% of portfolio

0.28%

Previous 0.28%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

# of Institutions

638

Shares Held

92.9M

Call Options Held

Put Options Held

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About ISHARES TRUST ISHARES ESG AWAR

Ticker ESGD
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Fingerlakes Wealth Management, Inc. Ishares Trust Ishares Esg Awar Transaction History