Sugarloaf Wealth Management, LLC Ishares S&P Smallcap 600 Value Transaction History

Sugarloaf Wealth Management, LLC

  • $493 Million
  • Q3 2024

A detailed history of Sugarloaf Wealth Management, LLC transactions in Ishares S&P Smallcap 600 Value stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 52 shares of IJS stock, worth $5,688. This represents 0.0% of its overall portfolio holdings.

Number of Shares
52
Previous 52 -0.0%
Holding current value
$5,688
Previous $5,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Apr 23, 2024
SELL
$95.88 - $102.78 $575 - $616
-6 Reduced 10.34%
52 $5,000
Q4 2023

Jan 10, 2024
BUY
$82.1 - $104.53 $82 - $104
1 Added 1.75%
58 $5,000
Q2 2023

Jul 13, 2023
BUY
$87.59 - $95.56 $87 - $95
1 Added 1.79%
57 $5,000
Q1 2023

Apr 26, 2023
SELL
$88.82 - $106.56 $88 - $106
-1 Reduced 1.75%
56 $5,000
Q4 2022

Feb 03, 2023
BUY
$84.57 - $97.98 $507 - $587
6 Added 11.76%
57 $5,000
Q2 2022

Jul 12, 2022
BUY
$86.2 - $103.37 $86 - $103
1 Added 2.0%
51 $4,000
Q1 2022

Apr 25, 2022
SELL
$97.08 - $107.22 $97 - $107
-1 Reduced 1.96%
50 $5,000
Q4 2021

Jan 20, 2022
BUY
$99.12 - $110.76 $99 - $110
1 Added 2.0%
51 $5,000
Q2 2021

Jul 20, 2021
BUY
$99.12 - $110.44 $4,856 - $5,411
49 Added 4900.0%
50 $5,000
Q1 2021

Apr 19, 2021
SELL
$80.37 - $107.94 $3,857 - $5,181
-48 Reduced 97.96%
1 $5,000
Q4 2020

Feb 03, 2021
BUY
$62.11 - $81.5 $1,490 - $1,956
24 Added 96.0%
49 $4,000
Q3 2020

Nov 03, 2020
SELL
$57.0 - $67.07 $1,140 - $1,341
-20 Reduced 44.44%
25 $3,000
Q2 2020

Jul 21, 2020
BUY
$45.29 - $69.3 $45 - $69
1 Added 2.27%
45 $5,000
Q4 2019

Jan 29, 2020
BUY
$72.03 - $80.55 $3,169 - $3,544
44 New
44 $7,000

Others Institutions Holding IJS

# of Institutions
850
Shares Held
40.9M
Call Options Held
20K
Put Options Held
11.6K
View Full List

About ISHARES S&P SMALLCAP 600 VALUE

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