Fingerlakes Wealth Management, Inc. Ishares Esg Aware Msci Usa Sma Transaction History

Fingerlakes Wealth Management, Inc.

  • $120 Million
  • Q3 2024

A detailed history of Fingerlakes Wealth Management, Inc. transactions in Ishares Esg Aware Msci Usa Sma stock. As of the latest transaction made, Fingerlakes Wealth Management, Inc. holds 19,040 shares of ESML stock, worth $808,438. This represents 0.66% of its overall portfolio holdings.

Number of Shares
19,040
Previous 18,970 0.37%
Holding current value
$808,438
Previous $730,000 9.04%
% of portfolio
0.66%
Previous 0.66%

Shares

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

Oct 31, 2024
BUY
$38.03 - $42.06 $2,662 - $2,944
70 Added 0.37%
19,040 $796,000
Q2 2024

Aug 07, 2024
SELL
$36.99 - $39.96 $4,623 - $4,995
-125 Reduced 0.65%
18,970 $730,000
Q1 2024

Apr 24, 2024
BUY
$36.33 - $40.27 $58,273 - $64,593
1,604 Added 9.17%
19,095 $768,000
Q4 2023

Jan 26, 2024
SELL
$30.96 - $38.59 $15,572 - $19,410
-503 Reduced 2.8%
17,491 $664,000
Q3 2023

Nov 07, 2023
BUY
$33.21 - $37.37 $13,117 - $14,761
395 Added 2.24%
17,994 $605,000
Q2 2023

Aug 10, 2023
BUY
$32.46 - $35.52 $15,808 - $17,298
487 Added 2.85%
17,599 $625,000
Q1 2023

May 02, 2023
BUY
$32.27 - $37.51 $83,417 - $96,963
2,585 Added 17.79%
17,112 $581,000
Q4 2022

Feb 10, 2023
BUY
$31.03 - $35.26 $20,324 - $23,095
655 Added 4.72%
14,527 $477,000
Q3 2022

Oct 28, 2022
BUY
$30.47 - $36.87 $42,444 - $51,359
1,393 Added 11.16%
13,872 $425,000
Q2 2022

Aug 05, 2022
BUY
$30.34 - $38.42 $80,401 - $101,813
2,650 Added 26.96%
12,479 $393,000
Q1 2022

May 06, 2022
BUY
$35.57 - $40.83 $39,802 - $45,688
1,119 Added 12.85%
9,829 $374,000
Q4 2021

Feb 17, 2022
BUY
$38.24 - $42.82 $333,070 - $372,962
8,710 New
8,710 $356,000

Others Institutions Holding ESML

# of Institutions
412
Shares Held
34.6M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES ESG AWARE MSCI USA SMA

ESML Quotes by TradingView
  • Ticker ESML
  • Sector ETFs
  • Industry ETFs
More about ESML
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