Sugarloaf Wealth Management, LLC Ishares Russell Midcap Value E Transaction History

Sugarloaf Wealth Management, LLC

  • $480 Million
  • Q4 2024

A detailed history of Sugarloaf Wealth Management, LLC transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 1,044 shares of IWS stock, worth $123,442. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,044
Previous 1,044 -0.0%
Holding current value
$123,442
Previous $138,000 2.17%
% of portfolio
0.03%
Previous 0.03%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Jul 12, 2022
SELL
$99.42 - $121.64 $4,374 - $5,352
-44 Reduced 4.04%
1,044 $106,000
Q1 2022

Apr 25, 2022
BUY
$112.23 - $123.59 $4,938 - $5,437
44 Added 4.21%
1,088 $130,000
Q2 2021

Jul 20, 2021
BUY
$110.51 - $117.85 $98,243 - $104,768
889 Added 573.55%
1,044 $120,000
Q1 2021

Apr 19, 2021
SELL
$95.27 - $111.97 $130,138 - $152,951
-1,366 Reduced 89.81%
155 $159,000
Q4 2020

Feb 03, 2021
BUY
$80.93 - $96.96 $38,603 - $46,249
477 Added 45.69%
1,521 $147,000
Q4 2019

Jan 29, 2020
BUY
$86.25 - $94.77 $90,045 - $98,939
1,044 New
1,044 $99,000

Others Institutions Holding IWS

# of Institutions
1,023
Shares Held
97.4M
Call Options Held
19.1K
Put Options Held
4.8K
View Full List

About ISHARES RUSSELL MIDCAP VALUE E

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