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 43 shares of ITA stock, worth $6,347. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$6,347

% of portfolio

0.0%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 08, 2024	BUY	$131.58 - $149.64 $5,657 - $6,434	43 New	43 $6,000
Q1 2023 Apr 26, 2023	SELL	$108.43 - $117.74 $108 - $117	-1 Reduced 50.0%	1 $0
Q3 2022 Oct 11, 2022	SELL	$91.19 - $108.67 $15,958 - $19,017	-175 Reduced 98.87%	2 $1,000
Q2 2022 Jul 12, 2022	BUY	$93.66 - $112.65 $93 - $112	1 Added 0.57%	177 $18,000
Q1 2022 Apr 25, 2022	SELL	$98.82 - $112.95 $98 - $112	-1 Reduced 0.56%	176 $20,000
Q4 2021 Jan 20, 2022	SELL	$95.53 - $108.96 $9,553 - $10,896	-100 Reduced 36.1%	177 $18,000
Q3 2021 Oct 20, 2021	SELL	$100.96 - $110.33 $30,489 - $33,319	-302 Reduced 52.16%	277 $29,000
Q2 2021 Jul 20, 2021	SELL	$102.24 - $112.9 $22,595 - $24,950	-221 Reduced 27.63%	579 $63,000
Q1 2021 Apr 19, 2021	BUY	$89.08 - $106.06 $71,264 - $84,848	800 New	800 $97,000
Q2 2020 Jul 21, 2020	SELL	$67.92 - $96.92 $1,698 - $2,423	-25 Closed	0 $0
Q1 2020 Apr 15, 2020	BUY	$58.76 - $119.9 $1,469 - $2,997	25 New	25 $4,000

Others Institutions Holding ITA

# of Institutions

701

Shares Held

18.7M

Call Options Held

309K

Put Options Held

178K

View Full List

About ISHARES TR

Ticker ITA
Sector ETFs
Industry ETFs

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Sugarloaf Wealth Management, LLC Ishares Tr Transaction History