A detailed history of Ironwood Investment Management LLC transactions in Wsfs Financial Corp stock. As of the latest transaction made, Ironwood Investment Management LLC holds 9,270 shares of WSFS stock, worth $436,524. This represents 0.21% of its overall portfolio holdings.

Number of Shares
9,270
Previous 12,735 27.21%
Holding current value
$436,524
Previous $584,000 28.42%
% of portfolio
0.21%
Previous 0.31%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024

SELL
$41.0 - $47.34 $142,065 - $164,033
-3,465 Reduced 27.21%
9,270 $418,000
Q2 2023

Aug 11, 2023

SELL
$29.94 - $39.77 $10,778 - $14,317
-360 Reduced 2.75%
12,735 $480,000
Q4 2022

Jan 31, 2023

SELL
$44.36 - $49.78 $22,180 - $24,890
-500 Reduced 3.68%
13,095 $593,000
Q2 2022

Aug 12, 2022

SELL
$37.77 - $45.83 $203,958 - $247,482
-5,400 Reduced 28.43%
13,595 $545,000
Q1 2022

May 10, 2022

BUY
$46.62 - $56.06 $610,488 - $734,105
13,095 Added 221.95%
18,995 $886,000
Q4 2021

Feb 10, 2022

SELL
$47.5 - $55.67 $23,750 - $27,835
-500 Reduced 7.81%
5,900 $296,000
Q3 2021

Nov 12, 2021

BUY
$42.8 - $52.05 $21,400 - $26,025
500 Added 8.47%
6,400 $328,000
Q2 2021

Aug 16, 2021

BUY
$46.59 - $54.54 $23,295 - $27,270
500 Added 9.26%
5,900 $275,000
Q1 2021

May 14, 2021

BUY
$42.97 - $54.87 $232,038 - $296,298
5,400 New
5,400 $269,000

Others Institutions Holding WSFS

About WSFS FINANCIAL CORP


  • Ticker WSFS
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 61,949,000
  • Market Cap $2.92B
  • Description
  • WSFS Financial Corporation operates as the savings and loan holding company for the Wilmington Savings Fund Society, FSB that provides various banking services in the United States. It operates through three segments: WSFS Bank, Cash Connect, and Wealth Management. It offers various deposit products, including savings accounts, demand deposits, ...
More about WSFS
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