Sugarloaf Wealth Management, LLC Ishares Barclays 0 5 Year Tips Transaction History

Sugarloaf Wealth Management, LLC

  • $480 Million
  • Q4 2024

A detailed history of Sugarloaf Wealth Management, LLC transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 109 shares of STIP stock, worth $11,139. This represents 0.0% of its overall portfolio holdings.

Number of Shares
109
Previous 788 86.17%
Holding current value
$11,139
Previous $79,000 87.34%
% of portfolio
0.0%
Previous 0.02%

Shares

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

Jan 10, 2025
SELL
$100.24 - $101.35 $68,062 - $68,816
-679 Reduced 86.17%
109 $10,000
Q3 2024

Oct 08, 2024
SELL
$98.99 - $101.51 $94,337 - $96,739
-953 Reduced 54.74%
788 $79,000
Q2 2024

Jul 08, 2024
SELL
$98.69 - $99.57 $174,977 - $176,537
-1,773 Reduced 50.46%
1,741 $173,000
Q1 2024

Apr 23, 2024
SELL
$98.36 - $99.47 $525,242 - $531,169
-5,340 Reduced 60.31%
3,514 $349,000
Q4 2023

Jan 10, 2024
SELL
$96.33 - $98.68 $305,558 - $313,012
-3,172 Reduced 26.38%
8,854 $872,000
Q3 2023

Nov 13, 2023
BUY
$96.73 - $97.56 $242,792 - $244,875
2,510 Added 26.38%
12,026 $1.17 Million
Q2 2023

Jul 13, 2023
SELL
$97.43 - $99.5 $729,458 - $744,956
-7,487 Reduced 44.03%
9,516 $928,000
Q1 2023

Apr 26, 2023
BUY
$96.86 - $99.23 $1.61 Million - $1.65 Million
16,596 Added 4077.64%
17,003 $1.69 Million
Q3 2022

Oct 11, 2022
BUY
$96.11 - $102.85 $192 - $205
2 Added 0.49%
407 $40,000
Q2 2022

Jul 12, 2022
BUY
$101.26 - $104.65 $303 - $313
3 Added 0.75%
405 $41,000
Q1 2022

Apr 25, 2022
SELL
$103.82 - $106.76 $9,239 - $9,501
-89 Reduced 18.13%
402 $42,000
Q4 2021

Jan 20, 2022
BUY
$105.21 - $107.0 $105 - $107
1 Added 0.2%
491 $52,000
Q3 2021

Oct 20, 2021
SELL
$105.49 - $107.1 $18,249 - $18,528
-173 Reduced 26.09%
490 $52,000
Q2 2021

Jul 20, 2021
BUY
$105.46 - $106.88 $58,530 - $59,318
555 Added 513.89%
663 $70,000
Q1 2021

Apr 19, 2021
SELL
$104.53 - $105.92 $123,136 - $124,773
-1,178 Reduced 91.6%
108 $100,000
Q4 2020

Feb 03, 2021
SELL
$103.06 - $104.43 $27,723 - $28,091
-269 Reduced 17.3%
1,286 $134,000
Q3 2020

Nov 03, 2020
SELL
$102.35 - $104.25 $315,033 - $320,881
-3,078 Reduced 66.44%
1,555 $162,000
Q2 2020

Jul 21, 2020
BUY
$99.85 - $102.42 $59,510 - $61,042
596 Added 14.76%
4,633 $474,000
Q1 2020

Apr 15, 2020
SELL
$96.7 - $102.1 $373,165 - $394,003
-3,859 Reduced 48.87%
4,037 $403,000
Q4 2019

Jan 29, 2020
BUY
$99.88 - $100.71 $788,652 - $795,206
7,896 New
7,896 $795,000

Others Institutions Holding STIP

# of Institutions
672
Shares Held
58.7M
Call Options Held
22.7K
Put Options Held
0
View Full List

About ISHARES BARCLAYS 0-5 YEAR TIPS

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