Iron Horse Wealth Management, LLC Spdr S&P 600 Small Cap Value E Transaction History

Iron Horse Wealth Management, LLC

  • $270 Million
  • Q3 2024

A detailed history of Iron Horse Wealth Management, LLC transactions in Spdr S&P 600 Small Cap Value E stock. As of the latest transaction made, Iron Horse Wealth Management, LLC holds 1,117 shares of SLYV stock, worth $98,061. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,117
Previous 1,037 7.71%
Holding current value
$98,061
Previous $81,000 18.52%
% of portfolio
0.04%
Previous 0.03%

Shares

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

Oct 22, 2024
BUY
$77.23 - $87.97 $6,178 - $7,037
80 Added 7.71%
1,117 $96,000
Q4 2023

Jan 22, 2024
SELL
$66.67 - $84.55 $400 - $507
-6 Reduced 0.58%
1,037 $86,000
Q3 2023

Oct 18, 2023
SELL
$71.19 - $81.84 $3,630 - $4,173
-51 Reduced 4.66%
1,043 $75,000
Q2 2023

Aug 01, 2023
SELL
$71.23 - $78.02 $56,200 - $61,557
-789 Reduced 41.9%
1,094 $84,000
Q1 2023

May 01, 2023
BUY
$72.3 - $86.64 $4,121 - $4,938
57 Added 3.12%
1,883 $143,000
Q4 2022

Jan 19, 2023
BUY
$68.86 - $79.8 $89,311 - $103,500
1,297 Added 245.18%
1,826 $136,000
Q3 2022

Oct 12, 2022
SELL
$67.14 - $82.32 $109,841 - $134,675
-1,636 Reduced 75.57%
529 $36,000
Q2 2022

Aug 04, 2022
SELL
$70.38 - $84.1 $140 - $168
-2 Reduced 0.09%
2,165 $157,000
Q3 2021

Oct 06, 2021
SELL
$78.25 - $86.49 $14,945 - $16,519
-191 Reduced 8.1%
2,167 $178,000
Q2 2021

Jul 23, 2021
SELL
$80.72 - $89.85 $7,910 - $8,805
-98 Reduced 3.99%
2,358 $202,000
Q1 2021

Apr 13, 2021
SELL
$65.44 - $87.88 $4,515 - $6,063
-69 Reduced 2.73%
2,456 $201,000
Q4 2020

Jan 14, 2021
BUY
$50.84 - $66.37 $128,371 - $167,584
2,525 New
2,525 $167,000

Others Institutions Holding SLYV

# of Institutions
591
Shares Held
31.3M
Call Options Held
4K
Put Options Held
800
View Full List

About SPDR S&P 600 SMALL CAP VALUE E

SLYV Quotes by TradingView
  • Ticker SLYV
  • Sector ETFs
  • Industry ETFs
More about SLYV
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