Sugarloaf Wealth Management, LLC Ishares Tr Transaction History

Sugarloaf Wealth Management, LLC

  • $480 Million
  • Q4 2024

A detailed history of Sugarloaf Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 169 shares of IYR stock, worth $16,034. This represents 0.0% of its overall portfolio holdings.

Number of Shares
169
Previous 167 1.2%
Holding current value
$16,034
Previous $17,000 11.76%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jan 10, 2025
BUY
$90.74 - $102.87 $181 - $205
2 Added 1.2%
169 $15,000
Q3 2024

Oct 08, 2024
SELL
$86.93 - $103.61 $2,781 - $3,315
-32 Reduced 16.08%
167 $17,000
Q2 2024

Jul 08, 2024
BUY
$81.6 - $89.23 $81 - $89
1 Added 0.51%
199 $17,000
Q1 2024

Apr 23, 2024
BUY
$85.32 - $92.22 $85 - $92
1 Added 0.51%
198 $17,000
Q4 2023

Jan 10, 2024
BUY
$73.28 - $92.46 $219 - $277
3 Added 1.55%
197 $18,000
Q2 2023

Jul 13, 2023
SELL
$80.51 - $86.54 $63,602 - $68,366
-790 Reduced 80.28%
194 $16,000
Q4 2022

Feb 03, 2023
BUY
$76.97 - $89.17 $153 - $178
2 Added 0.2%
984 $82,000
Q3 2022

Oct 11, 2022
BUY
$80.64 - $103.19 $161 - $206
2 Added 0.2%
982 $80,000
Q2 2022

Jul 12, 2022
BUY
$86.95 - $112.38 $86 - $112
1 Added 0.1%
980 $90,000
Q4 2021

Jan 20, 2022
SELL
$103.03 - $116.14 $4,945 - $5,574
-48 Reduced 4.67%
979 $114,000
Q3 2021

Oct 20, 2021
BUY
$102.34 - $111.27 $102 - $111
1 Added 0.1%
1,027 $105,000
Q2 2021

Jul 20, 2021
BUY
$93.58 - $104.97 $36,309 - $40,728
388 Added 60.82%
1,026 $105,000
Q1 2021

Apr 19, 2021
SELL
$82.27 - $92.74 $91,401 - $103,034
-1,111 Reduced 63.52%
638 $119,000
Q4 2020

Feb 03, 2021
SELL
$76.87 - $86.71 $28,903 - $32,602
-376 Reduced 17.69%
1,749 $150,000
Q3 2020

Nov 03, 2020
SELL
$76.71 - $84.15 $20,481 - $22,468
-267 Reduced 11.16%
2,125 $170,000
Q2 2020

Jul 21, 2020
SELL
$64.24 - $86.82 $104,582 - $141,342
-1,628 Reduced 40.5%
2,392 $189,000
Q1 2020

Apr 15, 2020
SELL
$57.84 - $100.28 $599,569 - $1.04 Million
-10,366 Reduced 72.06%
4,020 $280,000
Q4 2019

Jan 29, 2020
BUY
$89.52 - $95.36 $1.29 Million - $1.37 Million
14,386 New
14,386 $1.34 Million

Others Institutions Holding IYR

# of Institutions
577
Shares Held
50.1M
Call Options Held
8.15M
Put Options Held
4.4M
View Full List

About ISHARES TR

IYR Quotes by TradingView
  • Ticker IYR
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about IYR
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