Sugarloaf Wealth Management, LLC Ishares Russell 3000 ETF Transaction History

Sugarloaf Wealth Management, LLC

  • $435 Million
  • Q1 2024

A detailed history of Sugarloaf Wealth Management, LLC transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 638 shares of IWV stock, worth $199,343. This represents 0.04% of its overall portfolio holdings.

Number of Shares
638
Previous 636 0.31%
Holding current value
$199,343
Previous $174,000 9.77%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Apr 23, 2024
BUY
$268.36 - $300.08 $536 - $600
2 Added 0.31%
638 $191,000
Q4 2023

Jan 10, 2024
BUY
$234.36 - $274.87 $1,171 - $1,374
5 Added 0.79%
636 $174,000
Q2 2023

Jul 13, 2023
BUY
$231.57 - $254.48 $463 - $508
2 Added 0.32%
631 $160,000
Q1 2023

Apr 26, 2023
BUY
$218.83 - $242.18 $437 - $484
2 Added 0.32%
629 $148,000
Q4 2022

Feb 03, 2023
BUY
$216.25 - $235.47 $432 - $470
2 Added 0.32%
627 $138,000
Q3 2022

Oct 11, 2022
BUY
N/A
3 Added 0.48%
625 $130,000
Q2 2022

Jul 12, 2022
BUY
N/A
3 Added 0.48%
622 $135,000
Q1 2022

Apr 25, 2022
BUY
N/A
1 Added 0.16%
619 $163,000
Q4 2021

Jan 20, 2022
BUY
N/A
2 Added 0.32%
618 $171,000
Q3 2021

Oct 20, 2021
BUY
N/A
2 Added 0.33%
616 $157,000
Q2 2021

Jul 20, 2021
SELL
N/A
-554 Reduced 47.43%
614 $157,000
Q1 2021

Apr 19, 2021
BUY
N/A
358 Added 44.2%
1,168 $169,000
Q4 2020

Feb 03, 2021
SELL
N/A
-97 Reduced 10.69%
810 $181,000
Q3 2020

Nov 03, 2020
SELL
N/A
-296 Reduced 24.61%
907 $178,000
Q2 2020

Jul 21, 2020
SELL
N/A
-97 Reduced 7.46%
1,203 $217,000
Q1 2020

Apr 15, 2020
BUY
N/A
7 Added 0.54%
1,300 $193,000
Q4 2019

Jan 29, 2020
BUY
N/A
1,293 New
1,293 $244,000

Others Institutions Holding IWV

# of Institutions
804
Shares Held
25.2M
Call Options Held
24.2K
Put Options Held
10.5K
View Full List

About ISHARES RUSSELL 3000 ETF

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