Sugarloaf Wealth Management, LLC Ishares Russell 2000 ETF Transaction History

Sugarloaf Wealth Management, LLC

  • $480 Million
  • Q4 2024

A detailed history of Sugarloaf Wealth Management, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 4,355 shares of IWM stock, worth $939,286. This represents 0.2% of its overall portfolio holdings.

Number of Shares
4,355
Previous 4,366 0.25%
Holding current value
$939,286
Previous $964,000 0.21%
% of portfolio
0.2%
Previous 0.2%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 10, 2025
SELL
$216.13 - $242.4 $2,377 - $2,666
-11 Reduced 0.25%
4,355 $962,000
Q3 2024

Oct 08, 2024
SELL
$200.87 - $224.6 $110,679 - $123,754
-551 Reduced 11.21%
4,366 $964,000
Q2 2024

Jul 08, 2024
BUY
$192.84 - $209.44 $110,304 - $119,799
572 Added 13.16%
4,917 $997,000
Q1 2024

Apr 23, 2024
BUY
$189.48 - $210.3 $568 - $630
3 Added 0.07%
4,345 $913,000
Q4 2023

Jan 10, 2024
SELL
$162.21 - $204.82 $18,329 - $23,144
-113 Reduced 2.54%
4,342 $871,000
Q2 2023

Jul 13, 2023
SELL
$170.4 - $187.93 $16,528 - $18,229
-97 Reduced 2.13%
4,455 $834,000
Q1 2023

Apr 26, 2023
SELL
$170.25 - $198.32 $17,706 - $20,625
-104 Reduced 2.23%
4,552 $812,000
Q4 2022

Feb 03, 2023
SELL
$166.81 - $188.05 $166 - $188
-1 Reduced 0.02%
4,656 $811,000
Q3 2022

Oct 11, 2022
BUY
$164.17 - $201.07 $72,563 - $88,872
442 Added 10.49%
4,657 $768,000
Q2 2022

Jul 12, 2022
BUY
$163.9 - $207.91 $44,744 - $56,759
273 Added 6.93%
4,215 $714,000
Q1 2022

Apr 25, 2022
SELL
$191.52 - $225.32 $143,065 - $168,314
-747 Reduced 15.93%
3,942 $809,000
Q4 2021

Jan 20, 2022
BUY
$212.12 - $242.56 $64,908 - $74,223
306 Added 6.98%
4,689 $1.04 Million
Q3 2021

Oct 20, 2021
BUY
$211.73 - $231.39 $20,114 - $21,982
95 Added 2.22%
4,383 $959,000
Q2 2021

Jul 20, 2021
BUY
$211.85 - $232.89 $898,032 - $987,220
4,239 Added 8651.02%
4,288 $983,000
Q1 2021

Apr 19, 2021
SELL
$193.5 - $234.42 $709,177 - $859,149
-3,665 Reduced 98.68%
49 $922,000
Q4 2020

Feb 03, 2021
SELL
$152.18 - $199.14 $3,347 - $4,381
-22 Reduced 0.59%
3,714 $728,000
Q3 2020

Nov 03, 2020
SELL
$139.07 - $158.46 $6,953 - $7,923
-50 Reduced 1.32%
3,736 $560,000
Q2 2020

Jul 21, 2020
BUY
$104.62 - $153.09 $523 - $765
5 Added 0.13%
3,786 $542,000
Q1 2020

Apr 15, 2020
BUY
$99.9 - $169.53 $299 - $508
3 Added 0.08%
3,781 $433,000
Q4 2019

Jan 29, 2020
BUY
$146.46 - $166.68 $553,325 - $629,717
3,778 New
3,778 $626,000

Others Institutions Holding IWM

# of Institutions
2,933
Shares Held
302M
Call Options Held
213M
Put Options Held
497M
View Full List

About ISHARES RUSSELL 2000 ETF

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