Fingerlakes Wealth Management, Inc. Ishares Tr Ishares Esg Aware 1 Transaction History

Fingerlakes Wealth Management, Inc.

$120 Million
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 24, 2024	BUY	$24.32 - $24.57 $3,745 - $3,783	154 Added 1.37%	11,426 $279,000
Q4 2023 Jan 26, 2024	BUY	$23.56 - $24.48 $5,560 - $5,777	236 Added 2.14%	11,272 $275,000
Q3 2023 Nov 07, 2023	SELL	$23.72 - $24.02 $33,634 - $34,060	-1,418 Reduced 11.39%	11,036 $262,000
Q2 2023 Aug 10, 2023	SELL	$23.84 - $24.2 $10,871 - $11,035	-456 Reduced 3.53%	12,454 $297,000
Q1 2023 May 02, 2023	SELL	$23.63 - $24.19 $105,791 - $108,298	-4,477 Reduced 25.75%	12,910 $310,000
Q4 2022 Feb 10, 2023	SELL	$23.19 - $23.94 $16,348 - $16,877	-705 Reduced 3.9%	17,387 $413,000
Q3 2022 Oct 28, 2022	BUY	$23.37 - $24.43 $537 - $561	23 Added 0.13%	18,092 $425,000
Q2 2022 Aug 05, 2022	SELL	$23.73 - $24.6 $5,030 - $5,215	-212 Reduced 1.16%	18,069 $435,000
Q1 2022 May 06, 2022	BUY	$24.54 - $25.63 $153,399 - $160,213	6,251 Added 51.96%	18,281 $450,000
Q4 2021 Feb 17, 2022	BUY	$25.61 - $25.99 $308,088 - $312,659	12,030 New	12,030 $306,000

Others Institutions Holding SUSB

# of Institutions

309

Shares Held

28M

Call Options Held

0

Put Options Held

0

About ISHARES TR ISHARES ESG AWARE 1

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