Ironwood Financial, LLC Ishares Tr Core Conservative A Transaction History

Ironwood Financial, LLC

$475 Million
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Jan 28, 2022	SELL	$39.36 - $40.4 $5,707 - $5,858	-145 Closed	0 $0
Q1 2021 Apr 28, 2021	SELL	$38.23 - $39.22 $16,247 - $16,668	-425 Reduced 74.56%	145 $6,000
Q4 2020 Jan 26, 2021	SELL	$36.77 - $38.75 $3,713 - $3,913	-101 Reduced 15.05%	570 $22,000
Q1 2020 Apr 27, 2020	SELL	$31.52 - $36.94 $25,720 - $30,143	-816 Reduced 54.88%	671 $23,000
Q3 2019 Oct 31, 2019	BUY	$35.05 - $35.73 $280 - $285	8 Added 0.54%	1,487 $53,000
Q2 2019 Jul 30, 2019	SELL	$34.32 - $35.42 $4,976 - $5,135	-145 Reduced 8.93%	1,479 $52,000
Q1 2019 Apr 12, 2019	BUY	$32.65 - $34.52 $7,052 - $7,456	216 Added 15.34%	1,624 $56,000
Q3 2018 Oct 26, 2018	SELL	$33.73 - $34.38 $1,079 - $1,100	-32 Reduced 2.22%	1,408 $48,000
Q2 2018 Jul 27, 2018	SELL	$33.85 - $34.34 $507 - $515	-15 Reduced 1.03%	1,440 $49,000
Q3 2017 Nov 03, 2017	SELL	$34.35 - $34.48 $858 - $861	-25 Reduced 1.69%	1,455 $50,000
Q2 2017 Aug 09, 2017	BUY	N/A	1,480	1,480 $50,000

Others Institutions Holding AOK

# of Institutions

166

Shares Held

4.76M

Call Options Held

0

Put Options Held

0

About ISHARES TR CORE CONSERVATIVE A

Ticker AOK
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ironwood Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ironwood Financial, LLC with notifications on news.