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 $81,749. This represents 0.02% of its overall portfolio holdings.
Number of Shares
888
Previous 888
-0.0%
Holding current value
$81,749
Previous $81,000
1.23%
% of portfolio
0.02%
Previous 0.02%
Shares
6 transactions
Others Institutions Holding IJK
# of Institutions
948Shares Held
70.1MCall Options Held
1.1KPut Options Held
683-
Morgan Stanley New York, NY7.44MShares$685 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA6.28MShares$578 Million0.12% of portfolio
-
Bank Of America Corp Charlotte, NC3.67MShares$338 Million0.03% of portfolio
-
Main Management ETF Advisors, LLC San Francisco, CA2.34MShares$216 Million9.48% of portfolio
-
Goldman Sachs Group Inc New York, NY2.09MShares$193 Million0.03% of portfolio