Sugarloaf Wealth Management, LLC Ishares Tr Transaction History

Sugarloaf Wealth Management, LLC

  • $480 Million
  • Q4 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 115 shares of MBB stock, worth $10,570. This represents 0.0% of its overall portfolio holdings.

Number of Shares
115
Previous 109 5.5%
Holding current value
$10,570
Previous $10,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 10, 2025
BUY
$91.26 - $95.82 $547 - $574
6 Added 5.5%
115 $10,000
Q3 2024

Oct 08, 2024
BUY
$90.85 - $96.66 $9,902 - $10,535
109 New
109 $10,000
Q2 2022

Jul 12, 2022
SELL
$94.4 - $101.46 $171,524 - $184,352
-1,817 Closed
0 $0
Q1 2022

Apr 25, 2022
BUY
$100.79 - $107.06 $503 - $535
5 Added 0.28%
1,817 $185,000
Q3 2021

Oct 20, 2021
BUY
$107.99 - $108.77 $431 - $435
4 Added 0.22%
1,812 $196,000
Q2 2021

Jul 20, 2021
BUY
$107.91 - $108.86 $150,534 - $151,859
1,395 Added 337.77%
1,808 $196,000
Q1 2021

Apr 19, 2021
SELL
$108.32 - $110.29 $160,313 - $163,229
-1,480 Reduced 78.18%
413 $195,000
Q4 2020

Feb 03, 2021
BUY
$109.9 - $110.3 $1,099 - $1,103
10 Added 0.53%
1,893 $208,000
Q3 2020

Nov 03, 2020
BUY
$110.22 - $110.82 $991 - $997
9 Added 0.48%
1,883 $208,000
Q2 2020

Jul 21, 2020
BUY
$109.82 - $111.24 $1,098 - $1,112
10 Added 0.54%
1,874 $207,000
Q1 2020

Apr 15, 2020
BUY
$105.3 - $110.44 $196,279 - $205,860
1,864 New
1,864 $206,000

Others Institutions Holding MBB

# of Institutions
952
Shares Held
328M
Call Options Held
152K
Put Options Held
48.5K
View Full List

About ISHARES TR

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