Sugarloaf Wealth Management, LLC Ishares S&P Midcap 400 Value E Transaction History

Sugarloaf Wealth Management, LLC

  • $480 Million
  • Q4 2024

A detailed history of Sugarloaf Wealth Management, LLC transactions in Ishares S&P Midcap 400 Value E stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 160 shares of IJJ stock, worth $19,740. This represents 0.0% of its overall portfolio holdings.

Number of Shares
160
Previous 160 -0.0%
Holding current value
$19,740
Previous $19,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Apr 23, 2024
SELL
$109.27 - $118.29 $655 - $709
-6 Reduced 3.61%
160 $18,000
Q4 2022

Feb 03, 2023
BUY
$91.7 - $106.74 $550 - $640
6 Added 3.75%
166 $16,000
Q2 2021

Jul 20, 2021
SELL
$102.45 - $110.12 $317,082 - $340,821
-3,095 Reduced 95.08%
160 $17,000
Q1 2021

Apr 19, 2021
BUY
$84.81 - $105.35 $262,486 - $326,058
3,095 Added 1934.38%
3,255 $16,000
Q4 2020

Feb 03, 2021
BUY
$68.27 - $86.35 $5,461 - $6,908
80 Added 100.0%
160 $14,000
Q4 2019

Jan 29, 2020
BUY
$76.36 - $85.59 $6,108 - $6,847
80 New
80 $14,000

Others Institutions Holding IJJ

# of Institutions
814
Shares Held
40.7M
Call Options Held
8.9K
Put Options Held
2K
View Full List

About ISHARES S&P MIDCAP 400 VALUE E

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