A detailed history of Sugarloaf Wealth Management, LLC transactions in Ishares Tr Ishares Esg Aware 1 stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 50 shares of SUSB stock, worth $1,238. This represents 0.0% of its overall portfolio holdings.

Number of Shares
50
Previous 1,265 96.05%
Holding current value
$1,238
Previous $31,000 96.77%
% of portfolio
0.0%
Previous 0.01%

Shares

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

Jan 10, 2025

SELL
$24.61 - $25.12 $29,901 - $30,520
-1,215 Reduced 96.05%
50 $1,000
Q3 2024

Oct 08, 2024

BUY
$24.38 - $25.2 $30,840 - $31,878
1,265 New
1,265 $31,000
Q2 2021

Jul 20, 2021

BUY
$25.93 - $26.12 $67,625 - $68,120
2,608 Added 13040.0%
2,628 $68,000
Q1 2021

Apr 19, 2021

SELL
$25.89 - $26.17 $53,721 - $54,302
-2,075 Reduced 99.05%
20 $54,000
Q4 2020

Feb 03, 2021

BUY
$26.0 - $26.18 $39,312 - $39,584
1,512 Added 259.35%
2,095 $55,000
Q3 2020

Nov 03, 2020

BUY
$25.99 - $26.18 $15,152 - $15,262
583 New
583 $46,000

Others Institutions Holding SUSB

About ISHARES TR ISHARES ESG AWARE 1


  • Ticker SUSB
  • Sector ETFs
  • Industry ETFs
More about SUSB
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