Ironwood Financial, LLC Ishares Ibonds 2024 Term High Transaction History

Ironwood Financial, LLC

$475 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 19, 2024	SELL	$23.14 - $23.28 $149,692 - $150,598	-6,469 Reduced 15.21%	36,058 $837,000
Q1 2024 Apr 17, 2024	SELL	$23.16 - $23.38 $53,105 - $53,610	-2,293 Reduced 5.12%	42,527 $991,000
Q4 2023 Jan 19, 2024	BUY	$23.0 - $23.3 $201,204 - $203,828	8,748 Added 24.25%	44,820 $1.04 Million
Q3 2023 Oct 24, 2023	BUY	$22.91 - $23.24 $45,063 - $45,713	1,967 Added 5.77%	36,072 $836,000
Q2 2023 Jul 20, 2023	SELL	$22.78 - $23.08 $75,287 - $76,279	-3,305 Reduced 8.83%	34,105 $787,000
Q1 2023 Apr 14, 2023	BUY	$22.73 - $23.23 $169,770 - $173,504	7,469 Added 24.95%	37,410 $865,000
Q4 2022 Feb 14, 2023	BUY	$22.19 - $23.0 $664,390 - $688,643	29,941 New	29,941 $679,000
Q2 2022 Jul 29, 2022	SELL	$22.13 - $23.81 $315,640 - $339,602	-14,263 Closed	0 $0
Q1 2022 Apr 20, 2022	BUY	$23.39 - $24.47 $333,611 - $349,015	14,263 New	14,263 $339,000

Others Institutions Holding IBHD

# of Institutions

120

Shares Held

10M

Call Options Held

0

Put Options Held

0

Mid American Wealth Advisory Group, Inc. Kansas City, MO

1.29M
Shares

$29.8 Million
18.83% of portfolio
Bank Of America Corp Charlotte, NC

794K
Shares

$18.4 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

676K
Shares

$15.7 Million
0.01% of portfolio
Baltimore Washington Financial Advisors, Inc.

664K
Shares

$15.4 Million
0.92% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

469K
Shares

$10.9 Million
0.01% of portfolio

About ISHARES IBONDS 2024 TERM HIGH

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