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

Fingerlakes Wealth Management, Inc.

$123 Million
Q4 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 19,715 shares of ESGU stock, worth $2.43 Million. This represents 2.06% of its overall portfolio holdings.

Number of Shares

19,715

Previous 21,474 8.19%

Holding current value

$2.43 Million

Previous $2.71 Million 6.28%

% of portfolio

2.06%

Previous 2.26%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	SELL	$124.61 - $133.96 $219,188 - $235,635	-1,759 Reduced 8.19%	19,715 $2.54 Million
Q3 2024 Oct 31, 2024	SELL	$113.45 - $126.18 $33,240 - $36,970	-293 Reduced 1.35%	21,474 $2.71 Million
Q2 2024 Aug 07, 2024	SELL	$108.69 - $119.84 $80,321 - $88,561	-739 Reduced 3.28%	21,767 $2.6 Million
Q1 2024 Apr 24, 2024	BUY	$102.91 - $114.96 $75,741 - $84,610	736 Added 3.38%	22,506 $2.59 Million
Q4 2023 Jan 26, 2024	SELL	$89.99 - $105.25 $106,908 - $125,037	-1,188 Reduced 5.17%	21,770 $2.28 Million
Q3 2023 Nov 07, 2023	BUY	$93.48 - $100.86 $45,805 - $49,421	490 Added 2.18%	22,958 $2.16 Million
Q2 2023 Aug 10, 2023	BUY	$88.97 - $97.46 $91,728 - $100,481	1,031 Added 4.81%	22,468 $2.19 Million
Q1 2023 May 02, 2023	BUY	$84.05 - $92.64 $128,344 - $141,461	1,527 Added 7.67%	21,437 $1.94 Million
Q4 2022 Feb 10, 2023	BUY	$79.22 - $90.53 $26,617 - $30,418	336 Added 1.72%	19,910 $1.69 Million
Q3 2022 Oct 28, 2022	BUY	$79.41 - $95.97 $171,128 - $206,815	2,155 Added 12.37%	19,574 $1.55 Million
Q2 2022 Aug 05, 2022	BUY	$81.27 - $102.58 $300,130 - $378,827	3,693 Added 26.91%	17,419 $1.46 Million
Q1 2022 May 06, 2022	BUY	$93.13 - $108.44 $242,883 - $282,811	2,608 Added 23.46%	13,726 $1.39 Million
Q4 2021 Feb 17, 2022	BUY	$98.21 - $108.46 $1.09 Million - $1.21 Million	11,118 New	11,118 $1.2 Million

Others Institutions Holding ESGU

# of Institutions

859

Shares Held

96.2M

Call Options Held

Put Options Held

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About ISHARES TRUST ISHARES ESG AWAR

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