Sugarloaf Wealth Management, LLC Ishares U.S. Consumer Discreti Transaction History

Sugarloaf Wealth Management, LLC

  • $493 Million
  • Q3 2024

A detailed history of Sugarloaf Wealth Management, LLC transactions in Ishares U.S. Consumer Discreti stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 316 shares of IYC stock, worth $30,174. This represents 0.01% of its overall portfolio holdings.

Number of Shares
316
Previous 316 -0.0%
Holding current value
$30,174
Previous $25,000 8.0%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Feb 03, 2023
SELL
$55.69 - $63.26 $15,370 - $17,459
-276 Reduced 46.62%
316 $17,000
Q2 2021

Jul 20, 2021
BUY
$74.19 - $78.41 $20,847 - $22,033
281 Added 90.35%
592 $46,000
Q1 2021

Apr 19, 2021
SELL
$68.94 - $76.22 $19,372 - $21,417
-281 Reduced 47.47%
311 $44,000
Q4 2020

Feb 03, 2021
BUY
$60.62 - $70.5 $26,915 - $31,302
444 Added 300.0%
592 $42,000
Q4 2019

Jan 29, 2020
BUY
$53.17 - $57.47 $7,869 - $8,505
148 New
148 $34,000

Others Institutions Holding IYC

# of Institutions
230
Shares Held
7.01M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES U.S. CONSUMER DISCRETI

IYC Quotes by TradingView
  • Ticker IYC
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about IYC
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