Ironwood Wealth Management, Inc. Ishares Core S&P 500 ETF Transaction History

Ironwood Wealth Management, Inc.

$204 Million
Q3 2024

A detailed history of Ironwood Wealth Management, Inc. transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Ironwood Wealth Management, Inc. holds 27,925 shares of IVV stock, worth $16.8 Million. This represents 7.9% of its overall portfolio holdings.

Number of Shares

27,925

Previous 28,392 1.64%

Holding current value

$16.8 Million

Previous $15.5 Million 3.68%

% of portfolio

7.9%

Previous 7.97%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 07, 2024	SELL	$520.18 - $576.82 $242,924 - $269,374	-467 Reduced 1.64%	27,925 $16.1 Million
Q2 2024 Jul 15, 2024	SELL	$497.53 - $549.64 $71,146 - $78,598	-143 Reduced 0.5%	28,392 $15.5 Million
Q1 2024 Apr 12, 2024	SELL	$469.56 - $525.73 $112,694 - $126,175	-240 Reduced 0.83%	28,535 $15 Million
Q4 2023 Jan 22, 2024	SELL	$412.55 - $479.0 $103,550 - $120,229	-251 Reduced 0.86%	28,775 $13.7 Million
Q3 2023 Oct 18, 2023	SELL	$427.76 - $460.18 $100,951 - $108,602	-236 Reduced 0.81%	29,026 $12.5 Million
Q2 2023 Jul 10, 2023	SELL	$406.17 - $445.71 $33,712 - $36,993	-83 Reduced 0.28%	29,262 $13 Million
Q1 2023 Apr 10, 2023	SELL	$381.13 - $418.66 $70,890 - $77,870	-186 Reduced 0.63%	29,345 $12.1 Million
Q4 2022 Jan 20, 2023	BUY	$357.98 - $409.32 $88,063 - $100,692	246 Added 0.84%	29,531 $0
Q3 2022 Oct 18, 2022	BUY	$358.65 - $432.04 $31,202 - $37,587	87 Added 0.3%	29,285 $10.7 Million
Q2 2022 Jul 21, 2022	BUY	$366.99 - $458.8 $127,712 - $159,662	348 Added 1.21%	29,198 $11.4 Million
Q1 2022 Apr 21, 2022	SELL	$418.06 - $479.84 $3.48 Million - $3.99 Million	-8,318 Reduced 22.38%	28,850 $13.1 Million
Q4 2021 Jan 18, 2022	SELL	$430.29 - $479.53 $29,690 - $33,087	-69 Reduced 0.19%	37,168 $17.7 Million
Q3 2021 Oct 21, 2021	SELL	$426.8 - $455.27 $1.98 Million - $2.11 Million	-4,630 Reduced 11.06%	37,237 $16 Million
Q2 2021 Jul 19, 2021	BUY	$402.08 - $429.92 $49,053 - $52,450	122 Added 0.29%	41,867 $18 Million
Q1 2021 Apr 12, 2021	SELL	$370.22 - $398.75 $1,480 - $1,595	-4 Reduced 0.01%	41,745 $16.6 Million
Q4 2020 Feb 09, 2021	BUY	$327.62 - $375.39 $13.7 Million - $15.7 Million	41,749 New	41,749 $15.7 Million

Others Institutions Holding IVV

# of Institutions

3,411

Shares Held

672M

Call Options Held

723K

Put Options Held

957K

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ironwood Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Ironwood Wealth Management, Inc. with notifications on news.

Account

Ironwood Wealth Management, Inc. Ishares Core S&P 500 ETF Transaction History