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 3,014 shares of IEFA stock, worth $267,492. This represents 0.04% of its overall portfolio holdings.

Number of Shares
3,014
Previous 3,014 -0.0%
Holding current value
$267,492
Previous $235,000 10.21%
% of portfolio
0.04%
Previous 0.05%

Shares

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

Apr 23, 2024
SELL
$68.14 - $74.43 $315,760 - $344,908
-4,634 Reduced 60.59%
3,014 $223,000
Q4 2023

Jan 10, 2024
SELL
$61.3 - $70.47 $21,271 - $24,453
-347 Reduced 4.34%
7,648 $538,000
Q3 2023

Nov 13, 2023
SELL
$64.04 - $69.58 $44,892 - $48,775
-701 Reduced 8.06%
7,995 $514,000
Q2 2023

Jul 13, 2023
SELL
$66.03 - $69.1 $60,483 - $63,295
-916 Reduced 9.53%
8,696 $586,000
Q1 2023

Apr 26, 2023
SELL
$62.17 - $67.7 $29,344 - $31,954
-472 Reduced 4.68%
9,612 $642,000
Q4 2022

Feb 03, 2023
SELL
$52.35 - $63.65 $11,412 - $13,875
-218 Reduced 2.12%
10,084 $621,000
Q3 2022

Oct 11, 2022
SELL
$52.32 - $63.1 $58,912 - $71,050
-1,126 Reduced 9.85%
10,302 $543,000
Q2 2022

Jul 12, 2022
SELL
$57.91 - $70.46 $13.3 Million - $16.1 Million
-228,817 Reduced 95.24%
11,428 $673,000
Q1 2022

Apr 25, 2022
BUY
$63.26 - $75.48 $718,254 - $856,999
11,354 Added 4.96%
240,245 $16.7 Million
Q4 2021

Jan 20, 2022
BUY
$72.36 - $77.76 $1.04 Million - $1.12 Million
14,370 Added 6.7%
228,891 $17.1 Million
Q3 2021

Oct 20, 2021
SELL
$72.98 - $78.2 $4.17 Million - $4.46 Million
-57,095 Reduced 21.02%
214,521 $15.9 Million
Q2 2021

Jul 20, 2021
BUY
$73.11 - $77.88 $19.7 Million - $21 Million
269,974 Added 16441.78%
271,616 $20.4 Million
Q1 2021

Apr 19, 2021
SELL
$68.58 - $73.12 $11.4 Million - $12.1 Million
-165,513 Reduced 99.02%
1,642 $17.8 Million
Q4 2020

Feb 03, 2021
BUY
$58.13 - $69.71 $259,027 - $310,627
4,456 Added 2.74%
167,155 $11.5 Million
Q3 2020

Nov 03, 2020
SELL
$57.43 - $62.28 $587,164 - $636,750
-10,224 Reduced 5.91%
162,699 $9.85 Million
Q2 2020

Jul 21, 2020
SELL
$47.43 - $60.75 $111,982 - $143,430
-2,361 Reduced 1.35%
172,923 $9.88 Million
Q1 2020

Apr 15, 2020
BUY
$43.31 - $66.12 $1.06 Million - $1.62 Million
24,529 Added 16.27%
175,284 $8.75 Million
Q4 2019

Jan 29, 2020
BUY
$59.36 - $65.51 $8.95 Million - $9.88 Million
150,755 New
150,755 $9.84 Million

Others Institutions Holding IEFA

# of Institutions
2,452
Shares Held
1.61B
Call Options Held
111K
Put Options Held
25.4K
View Full List

About ISHARES TR

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