Fingerlakes Wealth Management, Inc. Ishares Tr Msci Usa Esg Select Transaction History

Fingerlakes Wealth Management, Inc.

$103 Million
Q1 2024

A detailed history of Fingerlakes Wealth Management, Inc. transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Fingerlakes Wealth Management, Inc. holds 13,572 shares of SUSA stock, worth $1.53 Million. This represents 1.44% of its overall portfolio holdings.

Number of Shares

13,572

Previous 13,579 0.05%

Holding current value

$1.53 Million

Previous $1.36 Million 8.58%

% of portfolio

1.44%

Previous 1.47%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 24, 2024	SELL	$98.48 - $109.17 $689 - $764	-7 Reduced 0.05%	13,572 $1.48 Million
Q4 2023 Jan 26, 2024	SELL	$85.36 - $100.86 $19,291 - $22,794	-226 Reduced 1.64%	13,579 $1.36 Million
Q3 2023 Nov 07, 2023	SELL	$89.49 - $97.11 $6,353 - $6,894	-71 Reduced 0.51%	13,805 $1.24 Million
Q2 2023 Aug 10, 2023	BUY	$85.65 - $93.64 $58,498 - $63,956	683 Added 5.18%	13,876 $1.3 Million
Q1 2023 May 02, 2023	BUY	$81.64 - $90.01 $3,347 - $3,690	41 Added 0.31%	13,193 $1.16 Million

Q4 2022 Feb 10, 2023	SELL	$79.35 - $88.09 $12,854 - $14,270	-162 Reduced 1.22%	13,152 $1.08 Million
Q3 2022 Oct 28, 2022	BUY	N/A	359 Added 2.77%	13,314 $1.01 Million
Q2 2022 Aug 05, 2022	BUY	N/A	688 Added 5.61%	12,955 $1.05 Million
Q1 2022 May 06, 2022	SELL	N/A	-2 Reduced 0.02%	12,267 $1.19 Million
Q4 2021 Feb 17, 2022	BUY	N/A	12,269 New	12,269 $1.3 Million

Others Institutions Holding SUSA

# of Institutions

481

Shares Held

19.2M

Call Options Held

100

Put Options Held

View Full List

About ISHARES TR MSCI USA ESG SELECT

Ticker SUSA
Sector ETFs
Industry ETFs

More about SUSA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Fingerlakes Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Fingerlakes Wealth Management, Inc. with notifications on news.

Account

Fingerlakes Wealth Management, Inc. Ishares Tr Msci Usa Esg Select Transaction History