Sugarloaf Wealth Management, LLC Ishares Russell2000 Val ETF Transaction History

Sugarloaf Wealth Management, LLC

  • $435 Million
  • Q1 2024

A detailed history of Sugarloaf Wealth Management, LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 1,581 shares of IWN stock, worth $239,458. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,581
Previous 1,578 0.19%
Holding current value
$239,458
Previous $245,000 2.45%
% of portfolio
0.06%
Previous 0.06%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 23, 2024
BUY
$145.61 - $158.81 $436 - $476
3 Added 0.19%
1,581 $251,000
Q4 2023

Jan 10, 2024
BUY
$125.51 - $158.2 $1,506 - $1,898
12 Added 0.77%
1,578 $245,000
Q2 2023

Jul 13, 2023
BUY
$128.93 - $142.33 $120,162 - $132,651
932 Added 147.0%
1,566 $220,000
Q2 2022

Jul 12, 2022
SELL
$134.47 - $162.71 $6,857 - $8,298
-51 Reduced 7.45%
634 $86,000
Q1 2022

Apr 25, 2022
BUY
$151.25 - $169.21 $7,713 - $8,629
51 Added 8.04%
685 $111,000
Q2 2021

Jul 20, 2021
SELL
$156.91 - $173.97 $42,208 - $46,797
-269 Reduced 29.79%
634 $105,000
Q1 2021

Apr 19, 2021
BUY
$130.0 - $169.53 $23,010 - $30,006
177 Added 24.38%
903 $117,000
Q4 2020

Feb 03, 2021
BUY
$100.9 - $132.3 $9,282 - $12,171
92 Added 14.51%
726 $96,000
Q3 2020

Nov 03, 2020
SELL
$91.58 - $108.28 $116,581 - $137,840
-1,273 Reduced 66.75%
634 $63,000
Q2 2020

Jul 21, 2020
SELL
$74.44 - $109.12 $384,854 - $564,150
-5,170 Reduced 73.05%
1,907 $186,000
Q1 2020

Apr 15, 2020
BUY
$71.79 - $129.5 $462,542 - $834,368
6,443 Added 1016.25%
7,077 $581,000
Q4 2019

Jan 29, 2020
BUY
$115.48 - $129.0 $73,214 - $81,786
634 New
634 $82,000

Others Institutions Holding IWN

# of Institutions
1,010
Shares Held
59.9M
Call Options Held
468K
Put Options Held
254K
View Full List

About ISHARES RUSSELL2000 VAL ETF

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