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

Sugarloaf Wealth Management, LLC

$480 Million
Q4 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 350 shares of IYW stock, worth $56,140. This represents 0.01% of its overall portfolio holdings.

Number of Shares

350

Previous 361 3.05%

Holding current value

$56,140

Previous $54,000 1.85%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 10, 2025	SELL	$148.14 - $166.23 $1,629 - $1,828	-11 Reduced 3.05%	350 $55,000
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

1,203

Shares Held

83.7M

Call Options Held

76.9K

Put Options Held

34.3K

View Full List

About ISHARES DJ US TECH ETF

Ticker IYW
Sector ETFs
Industry ETFs

More about IYW

Track This Portfolio

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.

Account

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