Fingerlakes Wealth Management, Inc. Ishares Trust Ishares Esg Awar Transaction History

Fingerlakes Wealth Management, Inc.

  • $123 Million
  • Q4 2024

A detailed history of Fingerlakes Wealth Management, Inc. transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Fingerlakes Wealth Management, Inc. holds 4,258 shares of ESGD stock, worth $357,884. This represents 0.26% of its overall portfolio holdings.

Number of Shares
4,258
Previous 4,056 4.98%
Holding current value
$357,884
Previous $341,000 4.99%
% of portfolio
0.26%
Previous 0.28%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 31, 2025
BUY
$75.65 - $83.47 $15,281 - $16,860
202 Added 4.98%
4,258 $324,000
Q3 2024

Oct 31, 2024
BUY
$75.63 - $84.89 $6,504 - $7,300
86 Added 2.17%
4,056 $341,000
Q2 2024

Aug 07, 2024
SELL
$76.22 - $82.36 $7,926 - $8,565
-104 Reduced 2.55%
3,970 $312,000
Q1 2024

Apr 24, 2024
BUY
$73.39 - $80.18 $10,421 - $11,385
142 Added 3.61%
4,074 $325,000
Q4 2023

Jan 26, 2024
SELL
$65.9 - $75.7 $13,048 - $14,988
-198 Reduced 4.79%
3,932 $297,000
Q3 2023

Nov 07, 2023
SELL
$68.87 - $74.82 $895 - $972
-13 Reduced 0.31%
4,130 $285,000
Q2 2023

Aug 10, 2023
SELL
$70.97 - $74.19 $1,490 - $1,557
-21 Reduced 0.5%
4,143 $302,000
Q1 2023

May 02, 2023
SELL
$66.27 - $72.39 $10,868 - $11,871
-164 Reduced 3.79%
4,164 $299,000
Q4 2022

Feb 10, 2023
BUY
$55.83 - $67.96 $8,709 - $10,601
156 Added 3.74%
4,328 $284,000
Q3 2022

Oct 28, 2022
BUY
$55.75 - $67.2 $19,456 - $23,452
349 Added 9.13%
4,172 $234,000
Q2 2022

Aug 05, 2022
BUY
$61.64 - $74.67 $39,018 - $47,266
633 Added 19.84%
3,823 $240,000
Q1 2022

May 06, 2022
BUY
$67.21 - $80.45 $214,399 - $256,635
3,190 New
3,190 $235,000

Others Institutions Holding ESGD

# of Institutions
663
Shares Held
95.8M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TRUST ISHARES ESG AWAR

ESGD Quotes by TradingView
  • Ticker ESGD
  • Sector ETFs
  • Industry ETFs
More about ESGD
Track This Portfolio

Track Fingerlakes Wealth Management, Inc. Portfolio

Follow Fingerlakes Wealth Management, Inc. and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email