Sugarloaf Wealth Management, LLC Ishares Tr Esg Aware Usd Corpo Transaction History

Sugarloaf Wealth Management, LLC

$493 Million
Q3 2024

A detailed history of Sugarloaf Wealth Management, LLC transactions in Ishares Tr Esg Aware Usd Corpo stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 9,328 shares of SUSC stock, worth $216,502. This represents 0.04% of its overall portfolio holdings.

Number of Shares

9,328

Previous 9,104 2.46%

Holding current value

$216,502

Previous $206,000 7.28%

% of portfolio

0.04%

Previous 0.04%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 08, 2024	BUY	$22.51 - $23.92 $5,042 - $5,358	224 Added 2.46%	9,328 $221,000
Q1 2024 Apr 23, 2024	BUY	$22.66 - $23.29 $58,462 - $60,088	2,580 Added 39.55%	9,104 $209,000
Q3 2023 Nov 13, 2023	SELL	$21.72 - $22.83 $123,130 - $129,423	-5,669 Reduced 46.49%	6,524 $141,000
Q1 2023 Apr 26, 2023	BUY	$22.22 - $23.44 $193,314 - $203,928	8,700 Added 249.07%	12,193 $280,000
Q3 2022 Oct 11, 2022	SELL	$21.64 - $23.92 $197,270 - $218,054	-9,116 Reduced 72.3%	3,493 $77,000
Q2 2021 Jul 20, 2021	BUY	$26.94 - $27.73 $323,172 - $332,649	11,996 Added 1956.93%	12,609 $350,000
Q1 2021 Apr 19, 2021	SELL	$26.68 - $28.24 $242,868 - $257,068	-9,103 Reduced 93.69%	613 $262,000
Q4 2020 Feb 03, 2021	BUY	$27.6 - $28.38 $268,161 - $275,740	9,716 New	9,716 $275,000

Others Institutions Holding SUSC

# of Institutions

253

Shares Held

39.2M

Call Options Held

Put Options Held

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About ISHARES TR ESG AWARE USD CORPO

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Sugarloaf Wealth Management, LLC Ishares Tr Esg Aware Usd Corpo Transaction History