Sugarloaf Wealth Management, LLC Ishares Tr Tips Bd ETF Transaction History

Sugarloaf Wealth Management, LLC

$480 Million
Q4 2024

A detailed history of Sugarloaf Wealth Management, LLC transactions in Ishares Tr Tips Bd ETF stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 64 shares of TIP stock, worth $6,970. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$6,970

% of portfolio

0.0%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 10, 2025	BUY	$106.33 - $110.69 $6,805 - $7,084	64 New	64 $6,000
Q4 2022 Feb 03, 2023	SELL	$104.91 - $110.18 $29,374 - $30,850	-280 Reduced 30.97%	624 $66,000
Q3 2022 Oct 11, 2022	BUY	$104.9 - $118.23 $10,490 - $11,823	100 Added 12.44%	904 $95,000
Q2 2021 Jul 20, 2021	SELL	$125.2 - $128.01 $50,580 - $51,716	-404 Reduced 33.44%	804 $103,000
Q1 2021 Apr 19, 2021	BUY	$124.29 - $128.12 $50,213 - $51,760	404 Added 50.25%	1,208 $101,000
Q4 2020 Feb 03, 2021	SELL	$124.65 - $127.65 $15,082 - $15,445	-121 Reduced 13.08%	804 $103,000
Q3 2020 Nov 03, 2020	BUY	$123.08 - $127.1 $14,892 - $15,379	121 Added 15.05%	925 $102,000
Q2 2020 Jul 21, 2020	SELL	$118.46 - $123.2 $18,598 - $19,342	-157 Reduced 16.34%	804 $99,000
Q1 2020 Apr 15, 2020	SELL	$108.81 - $122.54 $19,150 - $21,567	-176 Reduced 15.48%	961 $113,000
Q4 2019 Jan 29, 2020	BUY	$115.27 - $117.05 $131,061 - $133,085	1,137 New	1,137 $133,000

Others Institutions Holding TIP

# of Institutions

1,142

Shares Held

119M

Call Options Held

17.7M

Put Options Held

17.1M

View Full List

About ISHARES TR TIPS BD ETF

Ticker TIP
Sector ETFs
Industry ETFs

More about TIP

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Sugarloaf Wealth Management, LLC Ishares Tr Tips Bd ETF Transaction History