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 1,273 shares of IDV stock, worth $48,654. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,273
Previous 1,273 -0.0%
Holding current value
$48,654
Previous $38,000 10.53%
% of portfolio
0.01%
Previous 0.01%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 23, 2024
SELL
$26.95 - $28.13 $21,236 - $22,166
-788 Reduced 38.23%
1,273 $35,000
Q4 2023

Jan 10, 2024
SELL
$24.46 - $28.13 $403,345 - $463,863
-16,490 Reduced 88.89%
2,061 $57,000
Q1 2023

Apr 26, 2023
SELL
$26.54 - $29.5 $14,517 - $16,136
-547 Reduced 2.86%
18,551 $509,000
Q4 2022

Feb 03, 2023
SELL
$22.26 - $27.56 $7,100 - $8,791
-319 Reduced 1.64%
19,098 $518,000
Q4 2021

Jan 20, 2022
SELL
$29.77 - $31.71 $8,127 - $8,656
-273 Reduced 1.39%
19,417 $605,000
Q2 2021

Jul 20, 2021
BUY
$31.67 - $34.02 $582,537 - $625,763
18,394 Added 1419.29%
19,690 $638,000
Q1 2021

Apr 19, 2021
SELL
$29.53 - $32.13 $542,318 - $590,067
-18,365 Reduced 93.41%
1,296 $619,000
Q4 2020

Feb 03, 2021
BUY
$24.08 - $29.73 $192 - $237
8 Added 0.04%
19,661 $579,000
Q3 2020

Nov 03, 2020
BUY
$24.68 - $26.95 $320 - $350
13 Added 0.07%
19,653 $490,000
Q2 2020

Jul 21, 2020
BUY
$21.21 - $27.95 $254 - $335
12 Added 0.06%
19,640 $493,000
Q1 2020

Apr 15, 2020
BUY
$19.58 - $34.05 $704 - $1,225
36 Added 0.18%
19,628 $444,000
Q4 2019

Jan 29, 2020
BUY
$29.79 - $33.61 $583,645 - $658,487
19,592 New
19,592 $658,000

Others Institutions Holding IDV

# of Institutions
582
Shares Held
91.5M
Call Options Held
13.5K
Put Options Held
138K
View Full List

About ISHARES TR

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