Sugarloaf Wealth Management, LLC Ishares Tr Transaction History

Sugarloaf Wealth Management, LLC

  • $493 Million
  • Q3 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 1,273 shares of IDV stock, worth $36,305. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,273
Previous 1,273 -0.0%
Holding current value
$36,305
Previous $35,000 8.57%
% of portfolio
0.01%
Previous 0.01%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 23, 2024
SELL
$26.95 - $28.13 $21,236 - $22,166
-788 Reduced 38.23%
1,273 $35,000
Q4 2023

Jan 10, 2024
SELL
$24.46 - $28.13 $403,345 - $463,863
-16,490 Reduced 88.89%
2,061 $57,000
Q1 2023

Apr 26, 2023
SELL
$26.54 - $29.5 $14,517 - $16,136
-547 Reduced 2.86%
18,551 $509,000
Q4 2022

Feb 03, 2023
SELL
$22.26 - $27.56 $7,100 - $8,791
-319 Reduced 1.64%
19,098 $518,000
Q4 2021

Jan 20, 2022
SELL
$29.77 - $31.71 $8,127 - $8,656
-273 Reduced 1.39%
19,417 $605,000
Q2 2021

Jul 20, 2021
BUY
$31.67 - $34.02 $582,537 - $625,763
18,394 Added 1419.29%
19,690 $638,000
Q1 2021

Apr 19, 2021
SELL
$29.53 - $32.13 $542,318 - $590,067
-18,365 Reduced 93.41%
1,296 $619,000
Q4 2020

Feb 03, 2021
BUY
$24.08 - $29.73 $192 - $237
8 Added 0.04%
19,661 $579,000
Q3 2020

Nov 03, 2020
BUY
$24.68 - $26.95 $320 - $350
13 Added 0.07%
19,653 $490,000
Q2 2020

Jul 21, 2020
BUY
$21.21 - $27.95 $254 - $335
12 Added 0.06%
19,640 $493,000
Q1 2020

Apr 15, 2020
BUY
$19.58 - $34.05 $704 - $1,225
36 Added 0.18%
19,628 $444,000
Q4 2019

Jan 29, 2020
BUY
$29.79 - $33.61 $583,645 - $658,487
19,592 New
19,592 $658,000

Others Institutions Holding IDV

# of Institutions
464
Shares Held
75.8M
Call Options Held
24.7K
Put Options Held
23.3K
View Full List

About ISHARES TR

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