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

Sugarloaf Wealth Management, LLC

  • $435 Million
  • Q1 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 9,104 shares of SUSC stock, worth $207,389. This represents 0.05% of its overall portfolio holdings.

Number of Shares
9,104
Previous 6,524 39.55%
Holding current value
$207,389
Previous $151,000 38.41%
% of portfolio
0.05%
Previous 0.04%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
N/A
-9,116 Reduced 72.3%
3,493 $77,000
Q2 2021

Jul 20, 2021
BUY
N/A
11,996 Added 1956.93%
12,609 $350,000
Q1 2021

Apr 19, 2021
SELL
N/A
-9,103 Reduced 93.69%
613 $262,000
Q4 2020

Feb 03, 2021
BUY
N/A
9,716 New
9,716 $275,000

Others Institutions Holding SUSC

# of Institutions
241
Shares Held
36.8M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR ESG AWARE USD CORPO

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