Ironwood Wealth Management, Inc. Financial Sector Spdr Transaction History

Ironwood Wealth Management, Inc.

$204 Million
Q3 2024

A detailed history of Ironwood Wealth Management, Inc. transactions in Financial Sector Spdr stock. As of the latest transaction made, Ironwood Wealth Management, Inc. holds 95,214 shares of XLF stock, worth $4.83 Million. This represents 2.12% of its overall portfolio holdings.

Number of Shares

95,214

Previous 96,064 0.88%

Holding current value

$4.83 Million

Previous $3.95 Million 9.27%

% of portfolio

2.12%

Previous 2.02%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 07, 2024	SELL	$40.84 - $45.74 $34,714 - $38,879	-850 Reduced 0.88%	95,214 $4.32 Million
Q2 2024 Jul 15, 2024	BUY	$39.59 - $42.49 $23,793 - $25,536	601 Added 0.63%	96,064 $3.95 Million
Q1 2024 Apr 12, 2024	BUY	$37.27 - $42.12 $8,273 - $9,350	222 Added 0.23%	95,463 $4.02 Million
Q4 2023 Jan 22, 2024	BUY	$31.45 - $37.72 $85,795 - $102,900	2,728 Added 2.95%	95,241 $3.58 Million
Q3 2023 Oct 18, 2023	BUY	$33.17 - $35.6 $88,630 - $95,123	2,672 Added 2.97%	92,513 $3.07 Million
Q2 2023 Jul 10, 2023	BUY	$31.55 - $33.71 $29,215 - $31,215	926 Added 1.04%	89,841 $3.03 Million
Q1 2023 Apr 10, 2023	BUY	$30.98 - $37.0 $37,145 - $44,363	1,199 Added 1.37%	88,915 $2.86 Million
Q4 2022 Jan 20, 2023	BUY	$30.29 - $36.31 $17,053 - $20,442	563 Added 0.65%	87,716 $0
Q3 2022 Oct 18, 2022	BUY	$30.36 - $35.81 $23,286 - $27,466	767 Added 0.89%	87,153 $2.69 Million
Q2 2022 Jul 21, 2022	BUY	$30.84 - $38.22 $54,185 - $67,152	1,757 Added 2.08%	86,386 $2.77 Million
Q1 2022 Apr 21, 2022	BUY	$35.66 - $41.42 $3.02 Million - $3.51 Million	84,629 New	84,629 $3.24 Million

Others Institutions Holding XLF

# of Institutions

1,840

Shares Held

696M

Call Options Held

161M

Put Options Held

320M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

More about XLF

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. Financial Sector Spdr Transaction History