Sugarloaf Wealth Management, LLC Ishares S&P Midcap 400 Growth Transaction History
Sugarloaf Wealth Management, LLC
- $480 Million
- Q4 2024
A detailed history of Sugarloaf Wealth Management, LLC transactions in Ishares S&P Midcap 400 Growth stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 888 shares of IJK stock, worth $83,463. This represents 0.02% of its overall portfolio holdings.
Number of Shares
888
Previous 888
-0.0%
Holding current value
$83,463
Previous $81,000
1.23%
% of portfolio
0.02%
Previous 0.02%
Shares
6 transactions
Others Institutions Holding IJK
# of Institutions
951Shares Held
72.5MCall Options Held
5.1KPut Options Held
0-
Morgan Stanley New York, NY6.78MShares$637 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA6.76MShares$635 Million0.14% of portfolio
-
Bank Of America Corp Charlotte, NC3.71MShares$349 Million0.03% of portfolio
-
Main Management ETF Advisors, LLC San Francisco, CA3.03MShares$284 Million13.19% of portfolio
-
Ubs Group Ag2.22MShares$209 Million0.05% of portfolio