Sugarloaf Wealth Management, LLC Ishares Trust Ishares Esg Awar Transaction History

Sugarloaf Wealth Management, LLC

  • $480 Million
  • Q4 2024

A detailed history of Sugarloaf Wealth Management, LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 229 shares of ESGU stock, worth $28,212. This represents 0.01% of its overall portfolio holdings.

Number of Shares
229
Previous 1,032 77.81%
Holding current value
$28,212
Previous $130,000 77.69%
% of portfolio
0.01%
Previous 0.03%

Shares

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

Jan 10, 2025
SELL
$124.61 - $133.96 $100,061 - $107,569
-803 Reduced 77.81%
229 $29,000
Q3 2024

Oct 08, 2024
SELL
$113.45 - $126.18 $36,417 - $40,503
-321 Reduced 23.73%
1,032 $130,000
Q2 2024

Jul 08, 2024
BUY
$108.69 - $119.84 $54,671 - $60,279
503 Added 59.18%
1,353 $161,000
Q1 2024

Apr 23, 2024
BUY
$102.91 - $114.96 $11,011 - $12,300
107 Added 14.4%
850 $97,000
Q3 2023

Nov 13, 2023
SELL
$93.48 - $100.86 $2,430 - $2,622
-26 Reduced 3.38%
743 $69,000
Q1 2023

Apr 26, 2023
SELL
$84.05 - $92.64 $38,747 - $42,707
-461 Reduced 37.48%
769 $69,000
Q3 2022

Oct 11, 2022
SELL
$79.41 - $95.97 $189,472 - $228,984
-2,386 Reduced 65.98%
1,230 $98,000
Q2 2021

Jul 20, 2021
BUY
$91.95 - $98.47 $325,503 - $348,583
3,540 Added 4657.89%
3,616 $356,000
Q1 2021

Apr 19, 2021
SELL
$84.89 - $91.26 $268,931 - $289,111
-3,168 Reduced 97.66%
76 $295,000
Q4 2020

Feb 03, 2021
BUY
$74.43 - $86.03 $241,450 - $279,081
3,244 New
3,244 $279,000

Others Institutions Holding ESGU

# of Institutions
858
Shares Held
96.2M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TRUST ISHARES ESG AWAR

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