Ironwood Wealth Management, Inc. Ihares Core 1 5 Years Usd Bond Transaction History

Ironwood Wealth Management, Inc.

$195 Million
Q2 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 21, 2022	SELL	$46.78 - $48.31 $17.7 Million - $18.2 Million	-377,437 Closed	0 $0
Q1 2022 Apr 21, 2022	BUY	$48.28 - $50.36 $237,006 - $247,217	4,909 Added 1.32%	377,437 $18.3 Million
Q4 2021 Jan 18, 2022	BUY	$50.4 - $51.06 $103,269 - $104,621	2,049 Added 0.55%	372,528 $18.8 Million
Q3 2021 Oct 21, 2021	BUY	$51.04 - $51.35 $3.37 Million - $3.39 Million	66,015 Added 21.68%	370,479 $18.9 Million
Q2 2021 Jul 19, 2021	BUY	$51.18 - $51.42 $218,231 - $219,254	4,264 Added 1.42%	304,464 $15.6 Million
Q1 2021 Apr 12, 2021	BUY	$51.2 - $51.67 $241,920 - $244,140	4,725 Added 1.6%	300,200 $15.4 Million
Q4 2020 Feb 09, 2021	BUY	$51.33 - $51.65 $15.2 Million - $15.3 Million	295,475 New	295,475 $15.3 Million

Others Institutions Holding ISTB

# of Institutions

393

Shares Held

58M

Call Options Held

0

Put Options Held

100

Acorns Advisers, LLC Irvine, CA

9.75M
Shares

$471 Million
4.95% of portfolio
State Of Wisconsin Investment Board Madison, WI

4.84M
Shares

$234 Million
0.63% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

3.12M
Shares

$151 Million
0.03% of portfolio
Trust Point Inc. La Crosse, WI

3.1M
Shares

$150 Million
11.79% of portfolio
Black Rock Inc. New York, NY

1.78M
Shares

$86.1 Million
0.0% of portfolio

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