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

Fingerlakes Wealth Management, Inc.

  • $111 Million
  • Q2 2024

A detailed history of Fingerlakes Wealth Management, Inc. transactions in Ishares Tr Esg Aware Usd Corpo stock. As of the latest transaction made, Fingerlakes Wealth Management, Inc. holds 13,553 shares of SUSC stock, worth $313,887. This represents 0.28% of its overall portfolio holdings.

Number of Shares
13,553
Previous 18,627 27.24%
Holding current value
$313,887
Previous $428,000 28.27%
% of portfolio
0.28%
Previous 0.42%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 07, 2024
SELL
$22.25 - $22.94 $112,896 - $116,397
-5,074 Reduced 27.24%
13,553 $307,000
Q1 2024

Apr 24, 2024
BUY
$22.66 - $23.29 $5,098 - $5,240
225 Added 1.22%
18,627 $428,000
Q4 2023

Jan 26, 2024
BUY
$21.11 - $23.38 $1,266 - $1,402
60 Added 0.33%
18,402 $428,000
Q3 2023

Nov 07, 2023
SELL
$21.72 - $22.83 $41,485 - $43,605
-1,910 Reduced 9.43%
18,342 $399,000
Q2 2023

Aug 10, 2023
SELL
$22.41 - $23.18 $11,563 - $11,960
-516 Reduced 2.48%
20,252 $460,000
Q1 2023

May 02, 2023
SELL
$22.22 - $23.44 $137,030 - $144,554
-6,167 Reduced 22.9%
20,768 $477,000
Q4 2022

Feb 10, 2023
SELL
$21.15 - $23.06 $20,282 - $22,114
-959 Reduced 3.44%
26,935 $600,000
Q3 2022

Oct 28, 2022
BUY
$21.64 - $23.92 $2,142 - $2,368
99 Added 0.36%
27,894 $608,000
Q2 2022

Aug 05, 2022
BUY
$22.68 - $25.19 $9,956 - $11,058
439 Added 1.6%
27,795 $643,000
Q1 2022

May 06, 2022
BUY
$24.73 - $27.06 $191,657 - $209,715
7,750 Added 39.53%
27,356 $687,000
Q4 2021

Feb 17, 2022
BUY
$27.14 - $27.83 $532,106 - $545,634
19,606 New
19,606 $536,000

Others Institutions Holding SUSC

# of Institutions
251
Shares Held
38.7M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR ESG AWARE USD CORPO

SUSC Quotes by TradingView
  • Ticker SUSC
  • Sector ETFs
  • Industry ETFs
More about SUSC
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