Sugarloaf Wealth Management, LLC Ishares Msci Global Min Vol Fa Transaction History

Sugarloaf Wealth Management, LLC

  • $435 Million
  • Q1 2024

A detailed history of Sugarloaf Wealth Management, LLC transactions in Ishares Msci Global Min Vol Fa stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 553 shares of ACWV stock, worth $58,214. This represents 0.01% of its overall portfolio holdings.

Number of Shares
553
Previous 372 48.66%
Holding current value
$58,214
Previous $37,000 56.76%
% of portfolio
0.01%
Previous 0.01%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 23, 2024
BUY
$100.31 - $105.34 $18,156 - $19,066
181 Added 48.66%
553 $58,000
Q4 2023

Jan 10, 2024
SELL
$93.0 - $101.11 $96,534 - $104,952
-1,038 Reduced 73.62%
372 $37,000
Q2 2023

Jul 13, 2023
SELL
$96.17 - $100.07 $34,332 - $35,724
-357 Reduced 20.2%
1,410 $138,000
Q1 2023

Apr 26, 2023
SELL
$92.42 - $97.48 $92 - $97
-1 Reduced 0.06%
1,767 $170,000
Q4 2022

Feb 03, 2023
SELL
$91.66 - $98.82 $31,072 - $33,499
-339 Reduced 16.09%
1,768 $167,000
Q3 2022

Oct 11, 2022
BUY
N/A
343 Added 19.44%
2,107 $187,000
Q2 2022

Jul 12, 2022
BUY
N/A
4 Added 0.23%
1,764 $167,000
Q4 2021

Jan 20, 2022
BUY
N/A
3 Added 0.17%
1,760 $191,000
Q2 2021

Jul 20, 2021
BUY
N/A
410 Added 30.44%
1,757 $181,000
Q1 2021

Apr 19, 2021
SELL
N/A
-1,248 Reduced 48.09%
1,347 $211,000
Q4 2020

Feb 03, 2021
SELL
N/A
-354 Reduced 12.0%
2,595 $251,000
Q3 2020

Nov 03, 2020
SELL
N/A
-269 Reduced 8.36%
2,949 $271,000
Q2 2020

Jul 21, 2020
SELL
N/A
-1,936 Reduced 37.56%
3,218 $282,000
Q1 2020

Apr 15, 2020
SELL
N/A
-3,323 Reduced 39.2%
5,154 $414,000
Q4 2019

Jan 29, 2020
BUY
N/A
8,477 New
8,477 $812,000

Others Institutions Holding ACWV

# of Institutions
326
Shares Held
22.8M
Call Options Held
10.5K
Put Options Held
6K
View Full List

About ISHARES MSCI GLOBAL MIN VOL FA

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