Sugarloaf Wealth Management, LLC Ishares Core S&P U.S. Value Et Transaction History

Sugarloaf Wealth Management, LLC

$480 Million
Q4 2024

A detailed history of Sugarloaf Wealth Management, LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 23 shares of IUSV stock, worth $2,180. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 88 73.86%

Holding current value

$2,180

Previous $8,000 75.0%

% of portfolio

0.0%

Previous 0.0%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 10, 2025	SELL	$91.94 - $100.02 $5,976 - $6,501	-65 Reduced 73.86%	23 $2,000
Q4 2023 Jan 10, 2024	SELL	$71.48 - $84.61 $4,288 - $5,076	-60 Reduced 40.54%	88 $7,000
Q4 2022 Feb 03, 2023	SELL	$63.23 - $73.93 $4,489 - $5,249	-71 Reduced 32.42%	148 $10,000
Q2 2021 Jul 20, 2021	SELL	$69.41 - $73.87 $133,475 - $142,052	-1,923 Reduced 89.78%	219 $16,000
Q1 2021 Apr 19, 2021	BUY	$61.28 - $69.6 $112,939 - $128,272	1,843 Added 616.39%	2,142 $15,000
Q4 2019 Jan 29, 2020	BUY	$55.95 - $63.08 $16,729 - $18,860	299 New	299 $19,000

Others Institutions Holding IUSV

# of Institutions

773

Shares Held

174M

Call Options Held

2.9K

Put Options Held

View Full List

About ISHARES CORE S&P U.S. VALUE ET

Ticker IUSV
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Sugarloaf Wealth Management, LLC Ishares Core S&P U.S. Value Et Transaction History