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

112

Shares Held

7.85M

Call Options Held

0

Put Options Held

0

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

1.29M
Shares

$29.9 Million
18.83% of portfolio
Lpl Financial LLC Fort Mill, SC

485K
Shares

$11.3 Million
0.01% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

469K
Shares

$10.9 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

464K
Shares

$10.8 Million
0.0% of portfolio
Asset Dedication, LLC

327K
Shares

$7.59 Million
0.52% of portfolio

About ISHARES IBONDS 2024 TERM HIGH

Ticker IBHD
Sector ETFs
Industry ETFs

More about IBHD

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.