Sugarloaf Wealth Management, LLC Ishares Tr Esg Aware Usd Corpo Transaction History

Sugarloaf Wealth Management, LLC

  • $480 Million
  • Q4 2024

A detailed history of Sugarloaf Wealth Management, LLC transactions in Ishares Tr Esg Aware Usd Corpo stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 299 shares of SUSC stock, worth $6,990. This represents 0.0% of its overall portfolio holdings.

Number of Shares
299
Previous 9,328 96.79%
Holding current value
$6,990
Previous $221,000 97.29%
% of portfolio
0.0%
Previous 0.04%

Shares

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

Jan 10, 2025
SELL
$22.65 - $23.8 $204,506 - $214,890
-9,029 Reduced 96.79%
299 $6,000
Q3 2024

Oct 08, 2024
BUY
$22.51 - $23.92 $5,042 - $5,358
224 Added 2.46%
9,328 $221,000
Q1 2024

Apr 23, 2024
BUY
$22.66 - $23.29 $58,462 - $60,088
2,580 Added 39.55%
9,104 $209,000
Q3 2023

Nov 13, 2023
SELL
$21.72 - $22.83 $123,130 - $129,423
-5,669 Reduced 46.49%
6,524 $141,000
Q1 2023

Apr 26, 2023
BUY
$22.22 - $23.44 $193,314 - $203,928
8,700 Added 249.07%
12,193 $280,000
Q3 2022

Oct 11, 2022
SELL
$21.64 - $23.92 $197,270 - $218,054
-9,116 Reduced 72.3%
3,493 $77,000
Q2 2021

Jul 20, 2021
BUY
$26.94 - $27.73 $323,172 - $332,649
11,996 Added 1956.93%
12,609 $350,000
Q1 2021

Apr 19, 2021
SELL
$26.68 - $28.24 $242,868 - $257,068
-9,103 Reduced 93.69%
613 $262,000
Q4 2020

Feb 03, 2021
BUY
$27.6 - $28.38 $268,161 - $275,740
9,716 New
9,716 $275,000

Others Institutions Holding SUSC

# of Institutions
296
Shares Held
45.7M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR ESG AWARE USD CORPO

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