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 $143,915. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,044
Previous 1,044 -0.0%
Holding current value
$143,915
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
1,061
Shares Held
93.6M
Call Options Held
17.5K
Put Options Held
0
View Full List

About ISHARES RUSSELL MIDCAP VALUE E

IWS Quotes by TradingView
  • Ticker IWS
  • Sector ETFs
  • Industry ETFs
More about IWS
Track This Portfolio

Track Sugarloaf Wealth Management, LLC Portfolio

Follow Sugarloaf Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sugarloaf Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sugarloaf Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email