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

Sugarloaf Wealth Management, LLC

  • $493 Million
  • Q3 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 $31,596. This represents 0.01% of its overall portfolio holdings.

Number of Shares
325
Previous 325 -0.0%
Holding current value
$31,596
Previous $28,000 17.86%
% 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
283
Shares Held
7.81M
Call Options Held
0
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
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