Sugarloaf Wealth Management, LLC Ishares Tr Transaction History

Sugarloaf Wealth Management, LLC

  • $493 Million
  • Q3 2024

A detailed history of Sugarloaf Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 380 shares of IYF stock, worth $43,821. This represents 0.01% of its overall portfolio holdings.

Number of Shares
380
Previous 380 -0.0%
Holding current value
$43,821
Previous $35,000 11.43%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 13, 2023
SELL
$68.91 - $74.74 $2,756 - $2,989
-40 Reduced 9.52%
380 $28,000
Q2 2021

Jul 20, 2021
SELL
$75.91 - $83.61 $705,659 - $777,238
-9,296 Reduced 95.68%
420 $34,000
Q1 2021

Apr 19, 2021
BUY
$65.2 - $76.35 $606,099 - $709,749
9,296 Added 2213.33%
9,716 $31,000
Q4 2020

Feb 03, 2021
BUY
$55.06 - $66.77 $11,562 - $14,021
210 Added 100.0%
420 $28,000
Q1 2020

Apr 15, 2020
BUY
$41.18 - $71.71 $823 - $1,434
20 Added 10.53%
210 $20,000
Q4 2019

Jan 29, 2020
BUY
$62.23 - $68.93 $11,823 - $13,096
190 New
190 $26,000

Others Institutions Holding IYF

# of Institutions
408
Shares Held
18M
Call Options Held
19.7K
Put Options Held
3.9K
View Full List

About ISHARES TR

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