Sugarloaf Wealth Management, LLC Ishares Esg Advanced Msci Usa Transaction History

Sugarloaf Wealth Management, LLC

  • $493 Million
  • Q3 2024

A detailed history of Sugarloaf Wealth Management, LLC transactions in Ishares Esg Advanced Msci Usa stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 4,798 shares of USXF stock, worth $241,291. This represents 0.05% of its overall portfolio holdings.

Number of Shares
4,798
Previous 4,852 1.11%
Holding current value
$241,291
Previous $226,000 3.98%
% of portfolio
0.05%
Previous 0.05%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 08, 2024
SELL
$43.59 - $49.35 $2,353 - $2,664
-54 Reduced 1.11%
4,798 $235,000
Q1 2024

Apr 23, 2024
BUY
$38.81 - $45.23 $10,866 - $12,664
280 Added 6.12%
4,852 $219,000
Q3 2023

Nov 13, 2023
SELL
$34.33 - $37.33 $8,101 - $8,809
-236 Reduced 4.91%
4,572 $158,000
Q1 2023

Apr 26, 2023
SELL
$30.39 - $33.7 $972 - $1,078
-32 Reduced 0.66%
4,808 $159,000
Q3 2022

Oct 11, 2022
BUY
$28.02 - $34.07 $135,616 - $164,898
4,840 New
4,840 $136,000

Others Institutions Holding USXF

# of Institutions
224
Shares Held
18.6M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES ESG ADVANCED MSCI USA

USXF Quotes by TradingView
  • Ticker USXF
  • Sector Technology
More about USXF
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