Fingerlakes Wealth Management, Inc. Ishares Russell Mid Cap Growth Transaction History

Fingerlakes Wealth Management, Inc.

$120 Million
Q3 2024

A detailed history of Fingerlakes Wealth Management, Inc. transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Fingerlakes Wealth Management, Inc. holds 4,104 shares of IWP stock, worth $536,433. This represents 0.4% of its overall portfolio holdings.

Number of Shares

4,104

Previous 4,168 1.54%

Holding current value

$536,433

Previous $459,000 4.79%

% of portfolio

0.4%

Previous 0.41%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 31, 2024	SELL	$103.87 - $117.59 $6,647 - $7,525	-64 Reduced 1.54%	4,104 $481,000
Q2 2024 Aug 07, 2024	BUY	$105.7 - $113.43 $422 - $453	4 Added 0.1%	4,168 $459,000
Q1 2024 Apr 24, 2024	BUY	$100.66 - $114.14 $301 - $342	3 Added 0.07%	4,164 $475,000
Q4 2023 Jan 26, 2024	BUY	$85.66 - $105.12 $1,199 - $1,471	14 Added 0.34%	4,161 $434,000
Q2 2023 Aug 10, 2023	BUY	$87.72 - $96.63 $175 - $193	2 Added 0.05%	4,147 $400,000
Q1 2023 May 02, 2023	SELL	$82.89 - $94.68 $497 - $568	-6 Reduced 0.14%	4,145 $377,000
Q4 2022 Feb 10, 2023	BUY	$77.4 - $89.88 $851 - $988	11 Added 0.27%	4,151 $347,000
Q3 2022 Oct 28, 2022	SELL	$78.02 - $94.38 $86,758 - $104,950	-1,112 Reduced 21.17%	4,140 $325,000
Q2 2022 Aug 05, 2022	BUY	$75.41 - $102.47 $527 - $717	7 Added 0.13%	5,252 $416,000
Q1 2022 May 06, 2022	BUY	$89.52 - $114.03 $716 - $912	8 Added 0.15%	5,245 $527,000
Q4 2021 Feb 17, 2022	BUY	$109.8 - $123.28 $575,022 - $645,617	5,237 New	5,237 $605,000

Others Institutions Holding IWP

# of Institutions

1,086

Shares Held

102M

Call Options Held

59.7K

Put Options Held

5.2K

View Full List

About ISHARES RUSSELL MID-CAP GROWTH

Ticker IWP
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Fingerlakes Wealth Management, Inc. Ishares Russell Mid Cap Growth Transaction History