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 91 shares of HYG stock, worth $7,046. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 91 -0.0%

Holding current value

$7,046

Previous $7,000 -0.0%

% of portfolio

0.0%

Previous 0.0%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 13, 2023	BUY	$73.57 - $75.42 $73 - $75	1 Added 1.11%	91 $6,000
Q1 2023 Apr 26, 2023	SELL	$73.04 - $77.2 $73 - $77	-1 Reduced 1.1%	90 $6,000
Q1 2022 Apr 25, 2022	SELL	$79.97 - $86.97 $96,363 - $104,798	-1,205 Reduced 92.98%	91 $7,000
Q4 2021 Jan 20, 2022	BUY	$85.37 - $87.5 $8,110 - $8,312	95 Added 7.91%	1,296 $113,000
Q3 2021 Oct 20, 2021	SELL	$86.98 - $88.14 $434 - $440	-5 Reduced 0.41%	1,201 $105,000

Q2 2021 Jul 20, 2021	SELL	$86.61 - $88.04 $85,397 - $86,807	-986 Reduced 44.98%	1,206 $106,000
Q1 2021 Apr 19, 2021	BUY	$85.73 - $87.78 $94,474 - $96,733	1,102 Added 101.1%	2,192 $104,000
Q4 2020 Feb 03, 2021	BUY	$83.46 - $87.3 $24,036 - $25,142	288 Added 35.91%	1,090 $95,000
Q3 2020 Nov 03, 2020	SELL	$81.53 - $85.39 $259,836 - $272,137	-3,187 Reduced 79.89%	802 $67,000
Q2 2020 Jul 21, 2020	BUY	$73.55 - $84.56 $234,403 - $269,492	3,187 Added 397.38%	3,989 $317,000
Q4 2019 Jan 29, 2020	BUY	$86.04 - $88.21 $69,004 - $70,744	802 New	802 $71,000

Others Institutions Holding HYG

# of Institutions

1,064

Shares Held

239M

Call Options Held

115M

Put Options Held

366M

View Full List

About ISHARES TR

Ticker HYG
Sector ETFs
Industry ETFs

More about HYG

Track This Portfolio

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.

Account

Sugarloaf Wealth Management, LLC Ishares Tr Transaction History