Sugarloaf Wealth Management, LLC Ishares Tr Transaction History

Sugarloaf Wealth Management, LLC

  • $480 Million
  • Q4 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 5,060 shares of EMB stock, worth $465,671. This represents 0.09% of its overall portfolio holdings.

Number of Shares
5,060
Previous 5,282 4.2%
Holding current value
$465,671
Previous $494,000 8.91%
% of portfolio
0.09%
Previous 0.1%

Shares

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

Jan 10, 2025
SELL
$88.94 - $93.46 $19,744 - $20,748
-222 Reduced 4.2%
5,060 $450,000
Q3 2024

Oct 08, 2024
SELL
$87.75 - $93.74 $16,497 - $17,623
-188 Reduced 3.44%
5,282 $494,000
Q2 2024

Jul 08, 2024
BUY
$86.66 - $89.88 $36,657 - $38,019
423 Added 8.38%
5,470 $483,000
Q1 2024

Apr 23, 2024
BUY
$86.49 - $90.08 $71,527 - $74,496
827 Added 19.6%
5,047 $452,000
Q4 2023

Jan 10, 2024
SELL
$79.71 - $89.68 $14,108 - $15,873
-177 Reduced 4.03%
4,220 $375,000
Q3 2023

Nov 13, 2023
BUY
$82.42 - $87.68 $361,988 - $385,090
4,392 Added 87840.0%
4,397 $362,000
Q2 2023

Jul 13, 2023
BUY
$83.9 - $86.54 $83 - $86
1 Added 25.0%
5 $0
Q1 2023

Apr 26, 2023
SELL
$83.99 - $89.55 $83 - $89
-1 Reduced 20.0%
4 $0
Q2 2022

Jul 12, 2022
BUY
$84.66 - $98.11 $84 - $98
1 Added 25.0%
5 $0
Q1 2022

Apr 25, 2022
SELL
$93.87 - $107.98 $89,551 - $103,012
-954 Reduced 99.58%
4 $0
Q4 2021

Jan 20, 2022
BUY
$106.57 - $110.92 $7,033 - $7,320
66 Added 7.4%
958 $104,000
Q3 2021

Oct 20, 2021
SELL
$109.98 - $113.55 $439 - $454
-4 Reduced 0.45%
892 $98,000
Q2 2021

Jul 20, 2021
SELL
$109.25 - $112.9 $35,069 - $36,240
-321 Reduced 26.38%
896 $101,000
Q1 2021

Apr 19, 2021
BUY
$106.72 - $115.35 $95,621 - $103,353
896 Added 279.13%
1,217 $96,000
Q4 2020

Feb 03, 2021
SELL
$109.8 - $115.91 $988 - $1,043
-9 Reduced 2.73%
321 $37,000
Q3 2020

Nov 03, 2020
SELL
$109.14 - $114.48 $36,561 - $38,350
-335 Reduced 50.38%
330 $37,000
Q2 2020

Jul 21, 2020
BUY
$93.85 - $109.23 $93 - $109
1 Added 0.15%
665 $73,000
Q1 2020

Apr 15, 2020
SELL
$85.8 - $117.01 $3.65 Million - $4.97 Million
-42,506 Reduced 98.46%
664 $64,000
Q4 2019

Jan 29, 2020
BUY
$111.26 - $114.74 $4.8 Million - $4.95 Million
43,170 New
43,170 $4.93 Million

Others Institutions Holding EMB

# of Institutions
965
Shares Held
135M
Call Options Held
4.61M
Put Options Held
10.6M
View Full List

About ISHARES TR

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

Track Sugarloaf Wealth Management, LLC Portfolio

Follow Sugarloaf Wealth Management, LLC 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 Sugarloaf Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sugarloaf Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email