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 $5,755. This represents 0.0% of its overall portfolio holdings.

Number of Shares
56
Previous 106 47.17%
Holding current value
$5,755
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
407
Shares Held
21.2M
Call Options Held
3.59M
Put Options Held
7.38M
View Full List

About ISHARES TR

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