Iron Horse Wealth Management, LLC Spdr S&P 400 Mid Cap Value ETF Transaction History

Iron Horse Wealth Management, LLC

$276 Million
Q4 2024

A detailed history of Iron Horse Wealth Management, LLC transactions in Spdr S&P 400 Mid Cap Value ETF stock. As of the latest transaction made, Iron Horse Wealth Management, LLC holds 1,903 shares of MDYV stock, worth $146,778. This represents 0.06% of its overall portfolio holdings.

Number of Shares

1,903

Previous 1,935 1.65%

Holding current value

$146,778

Previous $153,000 0.65%

% of portfolio

0.06%

Previous 0.06%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	SELL	$78.43 - $87.17 $2,509 - $2,789	-32 Reduced 1.65%	1,903 $152,000
Q3 2024 Oct 22, 2024	SELL	$71.9 - $79.86 $575 - $638	-8 Reduced 0.41%	1,935 $153,000
Q1 2024 Apr 17, 2024	SELL	$70.29 - $76.0 $5,201 - $5,624	-74 Reduced 3.67%	1,943 $147,000
Q4 2023 Jan 22, 2024	SELL	$59.86 - $74.11 $897 - $1,111	-15 Reduced 0.74%	2,017 $148,000
Q3 2023 Oct 18, 2023	SELL	$63.95 - $71.85 $2,685 - $3,017	-42 Reduced 2.03%	2,032 $131,000
Q2 2023 Aug 01, 2023	SELL	$62.86 - $68.78 $24,389 - $26,686	-388 Reduced 15.76%	2,074 $142,000
Q4 2022 Jan 19, 2023	BUY	$58.96 - $68.57 $123,874 - $144,065	2,101 Added 581.99%	2,462 $159,000
Q3 2022 Oct 12, 2022	SELL	$57.82 - $69.04 $148,597 - $177,432	-2,570 Reduced 87.68%	361 $21,000
Q2 2022 Aug 04, 2022	SELL	$58.95 - $70.77 $176 - $212	-3 Reduced 0.1%	2,931 $177,000
Q1 2022 Apr 11, 2022	SELL	$65.94 - $72.42 $527 - $579	-8 Reduced 0.27%	2,934 $206,000
Q4 2021 Jan 19, 2022	SELL	$66.5 - $72.84 $133 - $145	-2 Reduced 0.07%	2,942 $209,000
Q3 2021 Oct 06, 2021	SELL	$64.04 - $69.55 $13,000 - $14,118	-203 Reduced 6.45%	2,944 $195,000
Q2 2021 Jul 23, 2021	SELL	$66.04 - $70.76 $13,604 - $14,576	-206 Reduced 6.14%	3,147 $212,000
Q1 2021 Apr 13, 2021	SELL	$54.52 - $67.74 $8,178 - $10,161	-150 Reduced 4.28%	3,353 $219,000
Q4 2020 Jan 14, 2021	BUY	$43.9 - $55.67 $153,781 - $195,012	3,503 New	3,503 $194,000

Others Institutions Holding MDYV

# of Institutions

406

Shares Held

32.3M

Call Options Held

400

Put Options Held

View Full List

About SPDR S&P 400 MID CAP VALUE ETF

Ticker MDYV
Sector ETFs
Industry ETFs

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Iron Horse Wealth Management, LLC Spdr S&P 400 Mid Cap Value ETF Transaction History