Iron Financial, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Iron Financial, LLC

$181 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 Apr 20, 2020	SELL	$204.27 - $310.92 $249,005 - $379,011	-1,219 Closed	0 $0
Q4 2019 Jan 30, 2020	BUY	$264.57 - $296.67 $322,510 - $361,640	1,219 New	1,219 $361,000
Q3 2019 Oct 21, 2019	SELL	$260.57 - $277.38 $216,794 - $230,780	-832 Closed	0 $0
Q2 2019 Aug 02, 2019	SELL	$252.12 - $271.73 $63,030 - $67,932	-250 Reduced 23.11%	832 $216,000
Q1 2019 May 08, 2019	BUY	$224.5 - $261.43 $242,909 - $282,867	1,082 New	1,082 $281,000
Q4 2018 Jan 15, 2019	SELL	$215.07 - $268.24 $327,336 - $408,261	-1,522 Closed	0 $0
Q3 2018 Oct 18, 2018	BUY	$248.79 - $269.75 $100,759 - $109,248	405 Added 36.26%	1,522 $406,000
Q2 2018 Jul 30, 2018	BUY	$236.48 - $256.33 $15,844 - $17,174	67 Added 6.38%	1,117 $279,000
Q3 2017 Oct 23, 2017	BUY	$228.78 - $230.76 $240,219 - $242,298	1,050	1,050 $242,000

Others Institutions Holding VOO

# of Institutions

3,151

Shares Held

395M

Call Options Held

2.09M

Put Options Held

2.68M

Vanguard Group Inc Valley Forge, PA

30M
Shares

$16.6 Billion
0.29% of portfolio
Jpmorgan Chase & CO New York, NY

23.9M
Shares

$13.3 Billion
1.04% of portfolio
Bank Of America Corp Charlotte, NC

23.4M
Shares

$13 Billion
1.04% of portfolio
Raymond James & Associates St Petersburg, FL

23.4M
Shares

$13 Billion
7.64% of portfolio
Morgan Stanley New York, NY

22M
Shares

$12.2 Billion
0.86% of portfolio

About VANGUARD INDEX FDS S&P 500 ETF

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