Ironwood Wealth Management, Inc. Ishares Core S&P U.S. Value Et Transaction History

Ironwood Wealth Management, Inc.

$195 Million
Q2 2024

A detailed history of Ironwood Wealth Management, Inc. transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Ironwood Wealth Management, Inc. holds 205,114 shares of IUSV stock, worth $18.9 Million. This represents 9.27% of its overall portfolio holdings.

Number of Shares

205,114

Previous 204,374 0.36%

Holding current value

$18.9 Million

Previous $18.5 Million 2.2%

% of portfolio

9.27%

Previous 9.54%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 15, 2024	BUY	$85.39 - $90.42 $63,188 - $66,910	740 Added 0.36%	205,114 $18.1 Million
Q1 2024 Apr 12, 2024	SELL	$82.87 - $90.44 $117,095 - $127,791	-1,413 Reduced 0.69%	204,374 $18.5 Million
Q4 2023 Jan 22, 2024	SELL	$71.48 - $84.61 $113,939 - $134,868	-1,594 Reduced 0.77%	205,787 $17.4 Million
Q3 2023 Oct 18, 2023	SELL	$74.38 - $81.04 $127,487 - $138,902	-1,714 Reduced 0.82%	207,381 $15.5 Million
Q2 2023 Jul 10, 2023	SELL	$72.65 - $78.26 $69,090 - $74,425	-951 Reduced 0.45%	209,095 $16.4 Million

Q1 2023 Apr 10, 2023	SELL	$70.21 - $77.86 $261,672 - $290,184	-3,727 Reduced 1.74%	210,046 $15.5 Million
Q4 2022 Jan 20, 2023	SELL	$68.46 - $73.93 $137,673 - $148,673	-2,011 Reduced 0.93%	213,773 $0
Q3 2022 Oct 18, 2022	BUY	$64.77 - $73.64 $4,663 - $5,302	72 Added 0.03%	215,784 $13.8 Million
Q2 2022 Jul 21, 2022	BUY	$64.88 - $77.18 $36,397 - $43,297	561 Added 0.26%	215,712 $14.6 Million
Q1 2022 Apr 21, 2022	BUY	$71.81 - $77.49 $80,642 - $87,021	1,123 Added 0.52%	215,151 $16.3 Million
Q4 2021 Jan 18, 2022	BUY	$71.13 - $76.45 $116,155 - $124,842	1,633 Added 0.77%	214,028 $16.3 Million
Q3 2021 Oct 21, 2021	BUY	$69.93 - $74.13 $810,978 - $859,685	11,597 Added 5.78%	212,395 $15.1 Million
Q2 2021 Jul 19, 2021	BUY	$69.41 - $73.87 $116,053 - $123,510	1,672 Added 0.84%	200,798 $14.4 Million
Q1 2021 Apr 12, 2021	BUY	$61.28 - $69.6 $12.2 Million - $13.9 Million	199,126 New	199,126 $13.7 Million

Others Institutions Holding IUSV

# of Institutions

672

Shares Held

149M

Call Options Held

7.1K

Put Options Held

200

View Full List

About ISHARES CORE S&P U.S. VALUE ET

Ticker IUSV
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Ironwood Wealth Management, Inc. Ishares Core S&P U.S. Value Et Transaction History