Sugarloaf Wealth Management, LLC Ishares Dj Us Tech ETF Transaction History

Sugarloaf Wealth Management, LLC

  • $493 Million
  • Q3 2024

A detailed history of Sugarloaf Wealth Management, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 361 shares of IYW stock, worth $56,099. This represents 0.01% of its overall portfolio holdings.

Number of Shares
361
Previous 397 9.07%
Holding current value
$56,099
Previous $59,000 8.47%
% of portfolio
0.01%
Previous 0.01%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 08, 2024
SELL
$133.16 - $158.73 $4,793 - $5,714
-36 Reduced 9.07%
361 $54,000
Q2 2024

Jul 08, 2024
BUY
$124.75 - $153.46 $14,221 - $17,494
114 Added 40.28%
397 $59,000
Q1 2024

Apr 23, 2024
BUY
$117.5 - $136.59 $20,680 - $24,039
176 Added 164.49%
283 $38,000
Q1 2023

Apr 26, 2023
BUY
$72.54 - $92.81 $7,761 - $9,930
107 New
107 $9,000
Q2 2020

Jul 21, 2020
SELL
$48.73 - $67.63 $18,078 - $25,090
-371 Closed
0 $0
Q1 2020

Apr 15, 2020
BUY
$45.35 - $65.22 $272 - $391
6 Added 1.64%
371 $76,000
Q4 2019

Jan 29, 2020
BUY
$49.62 - $58.5 $18,111 - $21,352
365 New
365 $85,000

Others Institutions Holding IYW

# of Institutions
1,147
Shares Held
84.1M
Call Options Held
80.4K
Put Options Held
33.1K
View Full List

About ISHARES DJ US TECH ETF

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