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

Fingerlakes Wealth Management, Inc.

$123 Million
Q4 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 16,506 shares of SUSA stock, worth $2.04 Million. This represents 1.63% of its overall portfolio holdings.

Number of Shares

16,506

Previous 15,832 4.26%

Holding current value

$2.04 Million

Previous $1.91 Million 5.3%

% of portfolio

1.63%

Previous 1.59%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	BUY	$118.0 - $127.04 $79,532 - $85,624	674 Added 4.26%	16,506 $2.01 Million
Q3 2024 Oct 31, 2024	BUY	$108.44 - $120.37 $204,084 - $226,536	1,882 Added 13.49%	15,832 $1.91 Million
Q2 2024 Aug 07, 2024	BUY	$102.41 - $112.98 $38,710 - $42,706	378 Added 2.79%	13,950 $1.57 Million
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	$75.77 - $88.09 $12,274 - $14,270	-162 Reduced 1.22%	13,152 $1.08 Million
Q3 2022 Oct 28, 2022	BUY	$75.91 - $92.66 $27,251 - $33,264	359 Added 2.77%	13,314 $1.01 Million
Q2 2022 Aug 05, 2022	BUY	$78.1 - $97.98 $53,732 - $67,410	688 Added 5.61%	12,955 $1.05 Million
Q1 2022 May 06, 2022	SELL	$89.45 - $106.35 $178 - $212	-2 Reduced 0.02%	12,267 $1.19 Million
Q4 2021 Feb 17, 2022	BUY	$95.76 - $106.67 $1.17 Million - $1.31 Million	12,269 New	12,269 $1.3 Million

Others Institutions Holding SUSA

# of Institutions

517

Shares Held

19.2M

Call Options Held

100

Put Options Held

100

View Full List

About ISHARES TR MSCI USA ESG SELECT

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