Sugarloaf Wealth Management, LLC Ishares Core High Dividend ETF Transaction History

Sugarloaf Wealth Management, LLC

  • $480 Million
  • Q4 2024

A detailed history of Sugarloaf Wealth Management, LLC transactions in Ishares Core High Dividend ETF stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 5,637 shares of HDV stock, worth $667,928. This represents 0.13% of its overall portfolio holdings.

Number of Shares
5,637
Previous 5,637 -0.0%
Holding current value
$667,928
Previous $663,000 4.68%
% of portfolio
0.13%
Previous 0.13%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Feb 03, 2023
SELL
$93.56 - $108.19 $45,002 - $52,039
-481 Reduced 7.86%
5,637 $587,000
Q3 2022

Oct 11, 2022
BUY
$91.29 - $105.95 $43,910 - $50,961
481 Added 8.53%
6,118 $559,000
Q1 2022

Apr 25, 2022
SELL
$100.32 - $107.96 $110,452 - $118,863
-1,101 Reduced 16.34%
5,637 $603,000
Q4 2021

Jan 20, 2022
BUY
$94.51 - $100.99 $7,088 - $7,574
75 Added 1.13%
6,738 $680,000
Q3 2021

Oct 20, 2021
SELL
$94.26 - $98.35 $25,167 - $26,259
-267 Reduced 3.85%
6,663 $628,000
Q2 2021

Jul 20, 2021
BUY
$94.78 - $99.7 $600,715 - $631,898
6,338 Added 1070.61%
6,930 $669,000
Q1 2021

Apr 19, 2021
SELL
$86.68 - $95.97 $459,664 - $508,928
-5,303 Reduced 89.96%
592 $656,000
Q3 2020

Nov 03, 2020
SELL
$78.68 - $86.23 $439,034 - $481,163
-5,580 Reduced 48.63%
5,895 $474,000
Q2 2020

Jul 21, 2020
BUY
$68.83 - $90.91 $22,094 - $29,182
321 Added 2.88%
11,475 $931,000
Q1 2020

Apr 15, 2020
SELL
$61.93 - $98.29 $3.33 Million - $5.28 Million
-53,757 Reduced 82.82%
11,154 $798,000
Q4 2019

Jan 29, 2020
BUY
$91.22 - $98.37 $5.92 Million - $6.39 Million
64,911 New
64,911 $6.37 Million

Others Institutions Holding HDV

# of Institutions
868
Shares Held
43.4M
Call Options Held
874K
Put Options Held
11.7K
View Full List

About ISHARES CORE HIGH DIVIDEND ETF

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