Sugarloaf Wealth Management, LLC Ishares Tr Transaction History

Sugarloaf Wealth Management, LLC

  • $435 Million
  • Q1 2024

A detailed history of Sugarloaf Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 10,511 shares of DVY stock, worth $1.27 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares
10,511
Previous 10,509 0.02%
Holding current value
$1.27 Million
Previous $1.23 Million 5.12%
% of portfolio
0.3%
Previous 0.31%

Shares

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

Apr 23, 2024
BUY
$113.31 - $123.18 $226 - $246
2 Added 0.02%
10,511 $1.29 Million
Q4 2023

Jan 10, 2024
SELL
$102.97 - $119.06 $97,306 - $112,511
-945 Reduced 8.25%
10,509 $1.23 Million
Q3 2023

Nov 13, 2023
SELL
$107.44 - $118.16 $57,802 - $63,570
-538 Reduced 4.49%
11,454 $1.23 Million
Q2 2023

Jul 13, 2023
BUY
$108.5 - $119.27 $542 - $596
5 Added 0.04%
11,992 $1.36 Million
Q1 2023

Apr 26, 2023
BUY
$110.68 - $126.38 $664 - $758
6 Added 0.05%
11,987 $1.4 Million
Q4 2022

Feb 03, 2023
SELL
$117.33 - $125.5 $91,048 - $97,388
-776 Reduced 6.08%
11,981 $1.44 Million
Q3 2022

Oct 11, 2022
SELL
N/A
-121 Reduced 0.94%
12,757 $1.37 Million
Q2 2022

Jul 12, 2022
SELL
N/A
-190 Reduced 1.45%
12,878 $1.52 Million
Q1 2022

Apr 25, 2022
BUY
N/A
4 Added 0.03%
13,068 $1.67 Million
Q4 2021

Jan 20, 2022
SELL
N/A
-247 Reduced 1.86%
13,064 $1.6 Million
Q3 2021

Oct 20, 2021
BUY
N/A
6 Added 0.05%
13,311 $1.53 Million
Q2 2021

Jul 20, 2021
BUY
N/A
12,885 Added 3067.86%
13,305 $1.55 Million
Q1 2021

Apr 19, 2021
SELL
N/A
-13,053 Reduced 96.88%
420 $1.52 Million
Q4 2020

Feb 03, 2021
BUY
N/A
6 Added 0.04%
13,473 $1.3 Million
Q3 2020

Nov 03, 2020
BUY
N/A
8 Added 0.06%
13,467 $1.1 Million
Q2 2020

Jul 21, 2020
SELL
N/A
-552 Reduced 3.94%
13,459 $1.09 Million
Q1 2020

Apr 15, 2020
SELL
N/A
-387 Reduced 2.69%
14,011 $1.03 Million
Q4 2019

Jan 29, 2020
BUY
N/A
14,398 New
14,398 $1.52 Million

Others Institutions Holding DVY

# of Institutions
1,308
Shares Held
68.2M
Call Options Held
388K
Put Options Held
223K
View Full List

About ISHARES TR

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