Sugarloaf Wealth Management, LLC Ishares Tr Russell 1000 ETF Transaction History

Sugarloaf Wealth Management, LLC

  • $480 Million
  • Q4 2024

A detailed history of Sugarloaf Wealth Management, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 222 shares of IWB stock, worth $74,540. This represents 0.01% of its overall portfolio holdings.

Number of Shares
222
Previous 222 -0.0%
Holding current value
$74,540
Previous $69,000 2.9%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2022

Apr 25, 2022
BUY
$230.48 - $266.11 $15,442 - $17,829
67 Added 43.23%
222 $56,000
Q2 2021

Jul 20, 2021
SELL
$226.48 - $242.11 $14,494 - $15,495
-64 Reduced 29.22%
155 $38,000
Q1 2021

Apr 19, 2021
BUY
$208.89 - $225.24 $13,368 - $14,415
64 Added 41.29%
219 $35,000
Q4 2020

Feb 03, 2021
SELL
$182.85 - $211.84 $28,341 - $32,835
-155 Reduced 50.0%
155 $33,000
Q3 2020

Nov 03, 2020
BUY
$172.79 - $199.44 $26,782 - $30,913
155 Added 100.0%
310 $58,000
Q4 2019

Jan 29, 2020
BUY
$159.7 - $178.97 $24,753 - $27,740
155 New
155 $28,000

Others Institutions Holding IWB

# of Institutions
1,465
Shares Held
98.1M
Call Options Held
79.9K
Put Options Held
306K
View Full List

About ISHARES TR RUSSELL 1000 ETF

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