Iron Horse Wealth Management, LLC Ishares Tr Focused Value Facto Transaction History

Iron Horse Wealth Management, LLC

$270 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 22, 2024	SELL	$47.31 - $58.61 $7,096 - $8,791	-150 Reduced 64.94%	81 $4,000
Q3 2023 Oct 18, 2023	BUY	$49.83 - $55.89 $11,510 - $12,910	231 New	231 $11,000

Others Institutions Holding FOVL

# of Institutions

19

Shares Held

213K

Call Options Held

0

Put Options Held

0

Retirement Capital Strategies

63.4K
Shares

$4.67 Million
1.7% of portfolio
Ken Griffin Citadel Advisors LLC | Chicago, Il

40.4K
Shares

$2.97 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

39.9K
Shares

$2.94 Million
0.0% of portfolio
Susquehanna International Group, LLP Bala Cynwyd, PA

22.7K
Shares

$1.67 Million
0.0% of portfolio
Steward Partners Investment Advisory, LLC

14.5K
Shares

$1.06 Million
0.01% of portfolio

About ISHARES TR FOCUSED VALUE FACTO

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