A detailed history of Sugarloaf Wealth Management, LLC transactions in Ishares Tr Esg Advanced Total stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 894 shares of EUSB stock, worth $38,138. This represents 0.01% of its overall portfolio holdings.

Number of Shares
894
Previous 524 70.61%
Holding current value
$38,138
Previous $22,000 77.27%
% of portfolio
0.01%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 08, 2024

BUY
$42.09 - $44.64 $15,573 - $16,516
370 Added 70.61%
894 $39,000
Q1 2024

Apr 23, 2024

SELL
$42.24 - $43.27 $51,448 - $52,702
-1,218 Reduced 69.92%
524 $22,000
Q3 2023

Nov 13, 2023

BUY
$40.85 - $42.74 $3,962 - $4,145
97 Added 5.9%
1,742 $71,000
Q1 2023

Apr 26, 2023

SELL
$41.9 - $43.76 $186,832 - $195,125
-4,459 Reduced 73.05%
1,645 $71,000
Q3 2022

Oct 11, 2022

BUY
$41.53 - $45.11 $253,499 - $275,351
6,104 New
6,104 $256,000

Others Institutions Holding EUSB

About ISHARES TR ESG ADVANCED TOTAL


  • Ticker EUSB
  • Sector Technology
More about EUSB
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