Sugarloaf Wealth Management, LLC Ishares Tr Transaction History

Sugarloaf Wealth Management, LLC

  • $435 Million
  • Q1 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 198 shares of IYR stock, worth $17,319. This represents 0.0% of its overall portfolio holdings.

Number of Shares
198
Previous 197 0.51%
Holding current value
$17,319
Previous $18,000 5.56%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Apr 23, 2024
BUY
$85.32 - $92.22 $85 - $92
1 Added 0.51%
198 $17,000
Q4 2023

Jan 10, 2024
BUY
$73.28 - $92.46 $219 - $277
3 Added 1.55%
197 $18,000
Q2 2023

Jul 13, 2023
SELL
$80.51 - $86.54 $63,602 - $68,366
-790 Reduced 80.28%
194 $16,000
Q4 2022

Feb 03, 2023
BUY
$82.26 - $89.17 $164 - $178
2 Added 0.2%
984 $82,000
Q3 2022

Oct 11, 2022
BUY
N/A
2 Added 0.2%
982 $80,000
Q2 2022

Jul 12, 2022
BUY
N/A
1 Added 0.1%
980 $90,000
Q4 2021

Jan 20, 2022
SELL
N/A
-48 Reduced 4.67%
979 $114,000
Q3 2021

Oct 20, 2021
BUY
N/A
1 Added 0.1%
1,027 $105,000
Q2 2021

Jul 20, 2021
BUY
N/A
388 Added 60.82%
1,026 $105,000
Q1 2021

Apr 19, 2021
SELL
N/A
-1,111 Reduced 63.52%
638 $119,000
Q4 2020

Feb 03, 2021
SELL
N/A
-376 Reduced 17.69%
1,749 $150,000
Q3 2020

Nov 03, 2020
SELL
N/A
-267 Reduced 11.16%
2,125 $170,000
Q2 2020

Jul 21, 2020
SELL
N/A
-1,628 Reduced 40.5%
2,392 $189,000
Q1 2020

Apr 15, 2020
SELL
N/A
-10,366 Reduced 72.06%
4,020 $280,000
Q4 2019

Jan 29, 2020
BUY
N/A
14,386 New
14,386 $1.34 Million

Others Institutions Holding IYR

# of Institutions
550
Shares Held
51.2M
Call Options Held
7.14M
Put Options Held
6.54M
View Full List

About ISHARES TR

IYR Quotes by TradingView
  • Ticker IYR
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about IYR
Track This Portfolio

Track Sugarloaf Wealth Management, LLC Portfolio

Follow Sugarloaf Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sugarloaf Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sugarloaf Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email