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 $236,478. This represents 0.04% of its overall portfolio holdings.

Number of Shares

3,014

Previous 3,014 -0.0%

Holding current value

$236,478

Previous $235,000 10.21%

% of portfolio

0.04%

Previous 0.05%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

2,163

Shares Held

1.51B

Call Options Held

86.4K

Put Options Held

6.1K

View Full List

About ISHARES TR

Ticker IEFA
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Sugarloaf Wealth Management, LLC Ishares Tr Transaction History