Sugarloaf Wealth Management, LLC Ishares Russell Mid Cap Growth Transaction History

Sugarloaf Wealth Management, LLC

  • $480 Million
  • Q4 2024

A detailed history of Sugarloaf Wealth Management, LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 1,668 shares of IWP stock, worth $229,666. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,668
Previous 1,668 -0.0%
Holding current value
$229,666
Previous $195,000 8.21%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Jul 20, 2021
SELL
$99.98 - $113.73 $32,293 - $36,734
-323 Reduced 16.22%
1,668 $189,000
Q1 2021

Apr 19, 2021
SELL
$96.94 - $112.05 $484 - $560
-5 Reduced 0.25%
1,991 $203,000
Q4 2020

Feb 03, 2021
BUY
$86.54 - $104.78 $100,559 - $121,754
1,162 Added 139.33%
1,996 $205,000
Q4 2019

Jan 29, 2020
BUY
$68.8 - $76.63 $57,379 - $63,909
834 New
834 $127,000

Others Institutions Holding IWP

# of Institutions
1,213
Shares Held
119M
Call Options Held
132K
Put Options Held
92.9K
View Full List

About ISHARES RUSSELL MID-CAP GROWTH

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