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 10,517 shares of DVY stock, worth $1.4 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares
10,517
Previous 10,515 0.02%
Holding current value
$1.4 Million
Previous $1.42 Million 2.82%
% of portfolio
0.29%
Previous 0.29%

Shares

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

Jan 10, 2025
BUY
$129.55 - $143.41 $259 - $286
2 Added 0.02%
10,517 $1.38 Million
Q3 2024

Oct 08, 2024
BUY
$119.99 - $135.74 $359 - $407
3 Added 0.03%
10,515 $1.42 Million
Q2 2024

Jul 08, 2024
BUY
$115.73 - $125.75 $115 - $125
1 Added 0.01%
10,512 $1.27 Million
Q1 2024

Apr 23, 2024
BUY
$113.31 - $123.18 $226 - $246
2 Added 0.02%
10,511 $1.29 Million
Q4 2023

Jan 10, 2024
SELL
$102.97 - $119.06 $97,306 - $112,511
-945 Reduced 8.25%
10,509 $1.23 Million
Q3 2023

Nov 13, 2023
SELL
$107.44 - $118.16 $57,802 - $63,570
-538 Reduced 4.49%
11,454 $1.23 Million
Q2 2023

Jul 13, 2023
BUY
$108.5 - $119.27 $542 - $596
5 Added 0.04%
11,992 $1.36 Million
Q1 2023

Apr 26, 2023
BUY
$110.68 - $126.38 $664 - $758
6 Added 0.05%
11,987 $1.4 Million
Q4 2022

Feb 03, 2023
SELL
$107.39 - $125.5 $83,334 - $97,388
-776 Reduced 6.08%
11,981 $1.44 Million
Q3 2022

Oct 11, 2022
SELL
$107.22 - $127.71 $12,973 - $15,452
-121 Reduced 0.94%
12,757 $1.37 Million
Q2 2022

Jul 12, 2022
SELL
$113.21 - $132.14 $21,509 - $25,106
-190 Reduced 1.45%
12,878 $1.52 Million
Q1 2022

Apr 25, 2022
BUY
$119.99 - $129.75 $479 - $519
4 Added 0.03%
13,068 $1.67 Million
Q4 2021

Jan 20, 2022
SELL
$114.37 - $122.59 $28,249 - $30,279
-247 Reduced 1.86%
13,064 $1.6 Million
Q3 2021

Oct 20, 2021
BUY
$112.53 - $119.9 $675 - $719
6 Added 0.05%
13,311 $1.53 Million
Q2 2021

Jul 20, 2021
BUY
$114.14 - $123.06 $1.47 Million - $1.59 Million
12,885 Added 3067.86%
13,305 $1.55 Million
Q1 2021

Apr 19, 2021
SELL
$94.76 - $115.39 $1.24 Million - $1.51 Million
-13,053 Reduced 96.88%
420 $1.52 Million
Q4 2020

Feb 03, 2021
BUY
$81.33 - $97.54 $487 - $585
6 Added 0.04%
13,473 $1.3 Million
Q3 2020

Nov 03, 2020
BUY
$77.43 - $86.72 $619 - $693
8 Added 0.06%
13,467 $1.1 Million
Q2 2020

Jul 21, 2020
SELL
$69.37 - $91.69 $38,292 - $50,612
-552 Reduced 3.94%
13,459 $1.09 Million
Q1 2020

Apr 15, 2020
SELL
$62.67 - $107.3 $24,253 - $41,525
-387 Reduced 2.69%
14,011 $1.03 Million
Q4 2019

Jan 29, 2020
BUY
$98.25 - $105.76 $1.41 Million - $1.52 Million
14,398 New
14,398 $1.52 Million

Others Institutions Holding DVY

# of Institutions
1,446
Shares Held
95M
Call Options Held
1.8M
Put Options Held
161K
View Full List

About ISHARES TR

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