Sugarloaf Wealth Management, LLC Ishares Core S&P U.S. Value Et Transaction History

Sugarloaf Wealth Management, LLC

  • $480 Million
  • Q4 2024

A detailed history of Sugarloaf Wealth Management, LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 23 shares of IUSV stock, worth $2,168. This represents 0.0% of its overall portfolio holdings.

Number of Shares
23
Previous 88 73.86%
Holding current value
$2,168
Previous $8,000 75.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jan 10, 2025
SELL
$91.94 - $100.02 $5,976 - $6,501
-65 Reduced 73.86%
23 $2,000
Q4 2023

Jan 10, 2024
SELL
$71.48 - $84.61 $4,288 - $5,076
-60 Reduced 40.54%
88 $7,000
Q4 2022

Feb 03, 2023
SELL
$63.23 - $73.93 $4,489 - $5,249
-71 Reduced 32.42%
148 $10,000
Q2 2021

Jul 20, 2021
SELL
$69.41 - $73.87 $133,475 - $142,052
-1,923 Reduced 89.78%
219 $16,000
Q1 2021

Apr 19, 2021
BUY
$61.28 - $69.6 $112,939 - $128,272
1,843 Added 616.39%
2,142 $15,000
Q4 2019

Jan 29, 2020
BUY
$55.95 - $63.08 $16,729 - $18,860
299 New
299 $19,000

Others Institutions Holding IUSV

# of Institutions
731
Shares Held
163M
Call Options Held
2.8K
Put Options Held
2K
View Full List

About ISHARES CORE S&P U.S. VALUE ET

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