Sugarloaf Wealth Management, LLC Ishares S&P 500 Growth ETF Transaction History

Sugarloaf Wealth Management, LLC

$480 Million
Q4 2024

A detailed history of Sugarloaf Wealth Management, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 1,195 shares of IVW stock, worth $144,642. This represents 0.03% of its overall portfolio holdings.

Number of Shares

1,195

Previous 1,242 3.78%

Holding current value

$144,642

Previous $118,000 2.54%

% of portfolio

0.03%

Previous 0.02%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 10, 2025	SELL	$94.43 - $105.47 $4,438 - $4,957	-47 Reduced 3.78%	1,195 $121,000
Q3 2024 Oct 08, 2024	BUY	$84.77 - $97.13 $16,106 - $18,454	190 Added 18.06%	1,242 $118,000
Q2 2024 Jul 08, 2024	BUY	$79.31 - $93.31 $11,420 - $13,436	144 Added 15.86%	1,052 $97,000
Q1 2024 Apr 23, 2024	BUY	$72.87 - $85.14 $34,248 - $40,015	470 Added 107.31%	908 $76,000
Q4 2023 Jan 10, 2024	BUY	$65.78 - $75.4 $65 - $75	1 Added 0.23%	438 $32,000

Q2 2023 Jul 13, 2023	BUY	$63.21 - $70.48 $63 - $70	1 Added 0.23%	437 $30,000
Q3 2022 Oct 11, 2022	BUY	$57.85 - $71.43 $57 - $71	1 Added 0.23%	436 $26,000
Q2 2022 Jul 12, 2022	BUY	$58.13 - $77.8 $58 - $77	1 Added 0.23%	435 $26,000
Q1 2022 Apr 25, 2022	SELL	$68.33 - $84.32 $68 - $84	-1 Reduced 0.23%	434 $33,000
Q4 2021 Jan 20, 2022	BUY	$73.18 - $84.81 $73 - $84	1 Added 0.23%	435 $36,000
Q2 2021 Jul 20, 2021	SELL	$65.96 - $72.81 $57,846 - $63,854	-877 Reduced 66.9%	434 $32,000
Q1 2021 Apr 19, 2021	BUY	$61.43 - $67.25 $53,935 - $59,045	878 Added 202.77%	1,311 $28,000
Q4 2020 Feb 03, 2021	BUY	$56.17 - $63.82 $18,255 - $20,741	325 Added 300.93%	433 $28,000
Q3 2020 Nov 03, 2020	SELL	$52.42 - $62.43 $1,729 - $2,060	-33 Reduced 23.4%	108 $25,000
Q1 2020 Apr 15, 2020	SELL	$36.14 - $52.65 $64,546 - $94,032	-1,786 Reduced 92.68%	141 $23,000
Q4 2019 Jan 29, 2020	BUY	$43.72 - $48.62 $84,248 - $93,690	1,927 New	1,927 $373,000

Others Institutions Holding IVW

# of Institutions

2,181

Shares Held

421M

Call Options Held

212K

Put Options Held

158K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

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Sugarloaf Wealth Management, LLC Ishares S&P 500 Growth ETF Transaction History