Sugarloaf Wealth Management, LLC Ishares Tr Transaction History

Sugarloaf Wealth Management, LLC

$460 Million
Q2 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 1,180 shares of IYH stock, worth $76,169. This represents 0.02% of its overall portfolio holdings.

Number of Shares

1,180

Previous 1,180 -0.0%

Holding current value

$76,169

Previous $73,000 1.37%

% of portfolio

0.02%

Previous 0.02%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 23, 2024	BUY	$60.83 - $309.78 $57,423 - $292,432	944 Added 400.0%	1,180 $73,000
Q2 2023 Jul 13, 2023	BUY	$267.13 - $285.74 $267 - $285	1 Added 0.43%	236 $66,000
Q1 2023 Apr 26, 2023	SELL	$260.66 - $283.72 $260 - $283	-1 Reduced 0.42%	235 $64,000
Q4 2022 Feb 03, 2023	SELL	$50.9 - $291.18 $3,766 - $21,547	-74 Reduced 23.87%	236 $66,000
Q2 2021 Jul 20, 2021	SELL	$251.53 - $273.61 $381,822 - $415,339	-1,518 Reduced 83.04%	310 $84,000
Q1 2021 Apr 19, 2021	BUY	$239.92 - $258.36 $364,438 - $392,448	1,519 Added 491.59%	1,828 $78,000
Q4 2020 Feb 03, 2021	BUY	$219.61 - $245.91 $219 - $245	1 Added 0.32%	309 $76,000
Q3 2020 Nov 03, 2020	SELL	$217.29 - $234.25 $98,649 - $106,349	-454 Reduced 59.58%	308 $70,000
Q4 2019 Jan 29, 2020	BUY	$184.36 - $217.02 $140,482 - $165,369	762 New	762 $164,000

Others Institutions Holding IYH

# of Institutions

532

Shares Held

24M

Call Options Held

30K

Put Options Held

200

View Full List

About ISHARES TR

Ticker IYH
Sector ETFs
Industry ETFs

More about IYH

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Sugarloaf Wealth Management, LLC Ishares Tr Transaction History