Sugarloaf Wealth Management, LLC Ishares Russell 1000 Val ETF Transaction History

Sugarloaf Wealth Management, LLC

  • $480 Million
  • Q4 2024

A detailed history of Sugarloaf Wealth Management, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 952 shares of IWD stock, worth $185,144. This represents 0.04% of its overall portfolio holdings.

Number of Shares
952
Previous 952 -0.0%
Holding current value
$185,144
Previous $180,000 2.22%
% of portfolio
0.04%
Previous 0.04%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2021

Jul 20, 2021
SELL
$152.86 - $162.4 $204,373 - $217,128
-1,337 Reduced 58.41%
952 $151,000
Q1 2021

Apr 19, 2021
BUY
$134.89 - $153.0 $180,347 - $204,561
1,337 Added 140.44%
2,289 $144,000
Q4 2019

Jan 29, 2020
BUY
$123.85 - $136.67 $117,905 - $130,109
952 New
952 $130,000

Others Institutions Holding IWD

# of Institutions
1,852
Shares Held
277M
Call Options Held
1.29M
Put Options Held
1.1M
View Full List

About ISHARES RUSSELL 1000 VAL ETF

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