Sugarloaf Wealth Management, LLC Ishares Tr U S Utils ETF Transaction History

Sugarloaf Wealth Management, LLC

  • $435 Million
  • Q1 2024

A detailed history of Sugarloaf Wealth Management, LLC transactions in Ishares Tr U S Utils ETF stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 325 shares of IDU stock, worth $28,652. This represents 0.01% of its overall portfolio holdings.

Number of Shares
325
Previous 325 -0.0%
Holding current value
$28,652
Previous $25,000 8.0%
% of portfolio
0.01%
Previous 0.01%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2021

Jul 20, 2021
SELL
$78.5 - $83.84 $81,169 - $86,690
-1,034 Reduced 76.09%
325 $26,000
Q1 2021

Apr 19, 2021
BUY
$72.46 - $79.63 $98,473 - $108,217
1,359 New
1,359 $26,000
Q4 2020

Feb 03, 2021
SELL
$73.61 - $82.19 $31,652 - $35,341
-430 Closed
0 $0
Q3 2020

Nov 03, 2020
SELL
$70.19 - $76.14 $5,755 - $6,243
-82 Reduced 16.02%
430 $63,000
Q2 2020

Jul 21, 2020
SELL
$64.5 - $78.05 $16,125 - $19,512
-250 Reduced 32.81%
512 $72,000
Q1 2020

Apr 15, 2020
SELL
$56.5 - $88.53 $13,955 - $21,866
-247 Reduced 24.48%
762 $105,000
Q4 2019

Jan 29, 2020
BUY
$77.06 - $81.5 $77,753 - $82,233
1,009 New
1,009 $164,000

Others Institutions Holding IDU

# of Institutions
229
Shares Held
4.44M
Call Options Held
4.4K
Put Options Held
0
View Full List

About ISHARES TR U S UTILS ETF

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