Ironwood Financial, LLC Ishares Barclays Transaction History

Ironwood Financial, LLC

$489 Million
Q2 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Jan 28, 2022	SELL	$113.55 - $116.36 $6,472 - $6,632	-57 Closed	0 $0
Q1 2020 Apr 27, 2020	BUY	$110.73 - $121.48 $6,311 - $6,924	57 New	57 $7,000

Others Institutions Holding IEF

# of Institutions

1,175

Shares Held

306M

Call Options Held

21.8M

Put Options Held

4.72M

Ken Fisher Fisher Asset Management, LLC | Camas, Wa

57.7M
Shares

$5.5 Billion
2.23% of portfolio
Jpmorgan Chase & CO New York, NY

28.1M
Shares

$2.68 Billion
0.21% of portfolio
Morgan Stanley New York, NY

12.5M
Shares

$1.19 Billion
0.08% of portfolio
Envestnet Asset Management Inc

12.4M
Shares

$1.19 Billion
0.37% of portfolio
Ameriprise Financial Inc Minneapolis, MN

11.7M
Shares

$1.11 Billion
0.29% of portfolio

About ISHARES BARCLAYS

Ticker IEF
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.