Sugarloaf Wealth Management, LLC Ishares Tr Transaction History

Sugarloaf Wealth Management, LLC

  • $480 Million
  • Q4 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 56 shares of ITB stock, worth $5,636. This represents 0.0% of its overall portfolio holdings.

Number of Shares
56
Previous 106 47.17%
Holding current value
$5,636
Previous $13,000 61.54%
% of portfolio
0.0%
Previous 0.0%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 10, 2025
SELL
$103.31 - $129.34 $5,165 - $6,467
-50 Reduced 47.17%
56 $5,000
Q1 2024

Apr 23, 2024
BUY
$97.53 - $115.77 $97 - $115
1 Added 0.95%
106 $12,000
Q2 2023

Jul 13, 2023
BUY
$67.91 - $85.44 $67 - $85
1 Added 0.96%
105 $8,000
Q1 2023

Apr 26, 2023
SELL
$61.44 - $73.21 $61 - $73
-1 Reduced 0.95%
104 $7,000
Q2 2022

Jul 12, 2022
BUY
$49.13 - $62.4 $49 - $62
1 Added 0.96%
105 $5,000
Q2 2021

Jul 20, 2021
SELL
$66.57 - $77.09 $451,544 - $522,901
-6,783 Reduced 98.49%
104 $7,000
Q1 2021

Apr 19, 2021
BUY
$54.6 - $68.53 $354,900 - $445,445
6,500 Added 1679.59%
6,887 $7,000
Q4 2020

Feb 03, 2021
BUY
$51.98 - $59.98 $51 - $59
1 Added 0.26%
387 $22,000
Q2 2020

Jul 21, 2020
SELL
$25.75 - $46.19 $6,514 - $11,686
-253 Reduced 39.59%
386 $17,000
Q1 2020

Apr 15, 2020
BUY
$24.14 - $50.4 $48 - $100
2 Added 0.31%
639 $18,000
Q4 2019

Jan 29, 2020
BUY
$42.57 - $45.89 $27,117 - $29,231
637 New
637 $28,000

Others Institutions Holding ITB

# of Institutions
421
Shares Held
18.7M
Call Options Held
3.59M
Put Options Held
5.52M
View Full List

About ISHARES TR

ITB Quotes by TradingView
  • Ticker ITB
  • Sector ETFs
  • Industry ETFs
More about ITB
Track This Portfolio

Track Sugarloaf Wealth Management, LLC Portfolio

Follow Sugarloaf Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sugarloaf Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sugarloaf Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email