Sugarloaf Wealth Management, LLC Ishares Russell 2000 Gwt ETF Transaction History

Sugarloaf Wealth Management, LLC

  • $493 Million
  • Q3 2024

A detailed history of Sugarloaf Wealth Management, LLC transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 367 shares of IWO stock, worth $107,916. This represents 0.02% of its overall portfolio holdings.

Number of Shares
367
Previous 367 -0.0%
Holding current value
$107,916
Previous $96,000 8.33%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Jul 20, 2021
SELL
$278.74 - $313.3 $481,662 - $541,382
-1,728 Reduced 82.48%
367 $114,000
Q1 2021

Apr 19, 2021
BUY
$282.5 - $336.63 $474,035 - $564,865
1,678 Added 402.4%
2,095 $124,000
Q4 2020

Feb 03, 2021
BUY
$223.17 - $294.86 $11,158 - $14,743
50 Added 13.62%
417 $120,000
Q4 2019

Jan 29, 2020
BUY
$186.63 - $216.19 $68,493 - $79,341
367 New
367 $79,000

Others Institutions Holding IWO

# of Institutions
1,056
Shares Held
32.3M
Call Options Held
178K
Put Options Held
176K
View Full List

About ISHARES RUSSELL 2000 GWT ETF

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