Sugarloaf Wealth Management, LLC Ishares Tr Core Conservative A Transaction History

Sugarloaf Wealth Management, LLC

  • $460 Million
  • Q2 2024

A detailed history of Sugarloaf Wealth Management, LLC transactions in Ishares Tr Core Conservative A stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 111 shares of AOK stock, worth $4,245. This represents 0.0% of its overall portfolio holdings.

Number of Shares
111
Previous 110 0.91%
Holding current value
$4,245
Previous $4,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jul 08, 2024
BUY
$35.66 - $37.13 $35 - $37
1 Added 0.91%
111 $4,000
Q4 2023

Jan 10, 2024
BUY
$33.17 - $36.3 $66 - $72
2 Added 1.85%
110 $3,000
Q2 2023

Jul 13, 2023
BUY
$34.52 - $35.41 $69 - $70
2 Added 1.89%
108 $3,000
Q1 2023

Apr 26, 2023
SELL
$33.78 - $35.5 $337 - $355
-10 Reduced 8.62%
106 $3,000
Q4 2022

Feb 03, 2023
BUY
$32.15 - $34.82 $32 - $34
1 Added 0.87%
116 $3,000
Q3 2022

Oct 11, 2022
BUY
$32.47 - $35.96 $32 - $35
1 Added 0.88%
115 $4,000
Q4 2021

Jan 20, 2022
BUY
$39.36 - $40.4 $39 - $40
1 Added 0.88%
114 $5,000
Q2 2021

Jul 20, 2021
SELL
$38.82 - $39.8 $44,720 - $45,849
-1,152 Reduced 91.07%
113 $4,000
Q1 2021

Apr 19, 2021
BUY
$38.23 - $39.22 $22,670 - $23,257
593 Added 88.24%
1,265 $4,000
Q4 2020

Feb 03, 2021
BUY
$36.77 - $38.75 $220 - $232
6 Added 0.9%
672 $26,000
Q3 2020

Nov 03, 2020
SELL
$36.38 - $37.99 $20,663 - $21,578
-568 Reduced 46.03%
666 $25,000
Q2 2020

Jul 21, 2020
SELL
$33.39 - $36.73 $667 - $734
-20 Reduced 1.59%
1,234 $45,000
Q1 2020

Apr 15, 2020
BUY
$31.52 - $36.94 $11,126 - $13,039
353 Added 39.18%
1,254 $42,000
Q4 2019

Jan 29, 2020
BUY
$35.3 - $36.36 $31,805 - $32,760
901 New
901 $33,000

Others Institutions Holding AOK

# of Institutions
173
Shares Held
5.14M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR CORE CONSERVATIVE A

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