Sugarloaf Wealth Management, LLC Ishares Msci Usa Small Cap Min Transaction History

Sugarloaf Wealth Management, LLC

  • $493 Million
  • Q3 2024

A detailed history of Sugarloaf Wealth Management, LLC transactions in Ishares Msci Usa Small Cap Min stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 220 shares of SMMV stock, worth $9,675. This represents 0.0% of its overall portfolio holdings.

Number of Shares
220
Previous 239 7.95%
Holding current value
$9,675
Previous $8,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 08, 2024
SELL
$36.99 - $40.84 $702 - $775
-19 Reduced 7.95%
220 $8,000
Q2 2024

Jul 08, 2024
BUY
$35.43 - $37.76 $35 - $37
1 Added 0.42%
239 $8,000
Q1 2024

Apr 23, 2024
BUY
$35.11 - $37.45 $35 - $37
1 Added 0.42%
238 $8,000
Q4 2023

Jan 10, 2024
BUY
$32.1 - $35.91 $64 - $71
2 Added 0.85%
237 $8,000
Q2 2023

Jul 13, 2023
BUY
$33.12 - $35.11 $33 - $35
1 Added 0.43%
235 $8,000
Q1 2023

Apr 26, 2023
SELL
$33.4 - $36.77 $17,067 - $18,789
-511 Reduced 68.59%
234 $8,000
Q4 2022

Feb 03, 2023
BUY
$32.04 - $36.32 $32 - $36
1 Added 0.13%
745 $25,000
Q3 2022

Oct 11, 2022
BUY
$31.91 - $37.05 $31 - $37
1 Added 0.13%
744 $24,000
Q2 2022

Jul 12, 2022
BUY
$32.29 - $37.71 $32 - $37
1 Added 0.13%
743 $25,000
Q4 2021

Jan 20, 2022
BUY
$36.63 - $39.41 $36 - $39
1 Added 0.13%
742 $29,000
Q3 2021

Oct 20, 2021
BUY
$36.89 - $39.03 $36 - $39
1 Added 0.14%
741 $27,000
Q2 2021

Jul 20, 2021
SELL
$36.77 - $38.54 $95,013 - $99,587
-2,584 Reduced 77.74%
740 $28,000
Q1 2021

Apr 19, 2021
BUY
$33.53 - $38.04 $59,113 - $67,064
1,763 Added 112.94%
3,324 $38,000
Q4 2020

Feb 03, 2021
SELL
$29.43 - $33.96 $12,802 - $14,772
-435 Reduced 21.79%
1,561 $53,000
Q3 2020

Nov 03, 2020
SELL
$28.46 - $31.09 $8,452 - $9,233
-297 Reduced 12.95%
1,996 $58,000
Q2 2020

Jul 21, 2020
SELL
$24.04 - $30.77 $14,928 - $19,108
-621 Reduced 21.31%
2,293 $66,000
Q1 2020

Apr 15, 2020
BUY
$22.24 - $36.32 $53,420 - $87,240
2,402 Added 469.14%
2,914 $75,000
Q4 2019

Jan 29, 2020
BUY
$33.75 - $35.48 $17,280 - $18,165
512 New
512 $18,000

Others Institutions Holding SMMV

# of Institutions
132
Shares Held
6M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES MSCI USA SMALL-CAP MIN

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