Ironwood Wealth Management, Llc. Ishares Tr Transaction History

Ironwood Wealth Management, Llc.

$330 Million
Q3 2024

A detailed history of Ironwood Wealth Management, Llc. transactions in Ishares Tr stock. As of the latest transaction made, Ironwood Wealth Management, Llc. holds 624,209 shares of IEFA stock, worth $43.9 Million. This represents 14.74% of its overall portfolio holdings.

Number of Shares

624,209

Previous 602,057 3.68%

Holding current value

$43.9 Million

Previous $43.7 Million 11.4%

% of portfolio

14.74%

Previous 14.28%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 08, 2024	BUY	$70.09 - $78.74 $1.55 Million - $1.74 Million	22,152 Added 3.68%	624,209 $48.7 Million
Q2 2024 Aug 08, 2024	SELL	$70.77 - $76.19 $1.09 Million - $1.17 Million	-15,351 Reduced 2.49%	602,057 $43.7 Million
Q1 2024 Apr 17, 2024	SELL	$68.14 - $74.43 $72,637 - $79,342	-1,066 Reduced 0.17%	617,408 $45.8 Million
Q4 2023 Jan 29, 2024	BUY	$61.3 - $70.47 $3.75 Million - $4.31 Million	61,116 Added 10.97%	618,474 $43.5 Million
Q3 2023 Oct 26, 2023	SELL	$64.04 - $69.58 $1.25 Million - $1.36 Million	-19,560 Reduced 3.39%	557,358 $35.9 Million
Q2 2023 Aug 07, 2023	BUY	$66.03 - $69.1 $1.67 Million - $1.75 Million	25,338 Added 4.59%	576,918 $38.9 Million
Q1 2023 Apr 27, 2023	SELL	$62.17 - $67.7 $1.36 Million - $1.48 Million	-21,848 Reduced 3.81%	551,580 $36.9 Million
Q4 2022 Feb 14, 2023	SELL	$52.35 - $63.65 $6.17 Million - $7.5 Million	-117,824 Reduced 17.05%	573,428 $35.3 Million
Q2 2022 Jul 22, 2022	BUY	$57.91 - $70.46 $5.24 Million - $6.37 Million	90,403 Added 15.05%	691,252 $40.7 Million
Q1 2022 May 12, 2022	SELL	$63.26 - $75.48 $919,294 - $1.1 Million	-14,532 Reduced 2.36%	600,849 $41.8 Million
Q4 2021 Feb 01, 2022	BUY	$72.36 - $77.76 $2.84 Million - $3.05 Million	39,254 Added 6.81%	615,381 $45.9 Million
Q3 2021 Oct 21, 2021	BUY	$72.98 - $78.2 $8.03 Million - $8.61 Million	110,059 Added 23.61%	576,127 $42.8 Million
Q2 2021 Jul 28, 2021	BUY	$73.11 - $77.88 $1.6 Million - $1.7 Million	21,864 Added 4.92%	466,068 $35.2 Million
Q1 2021 Apr 08, 2021	BUY	$68.58 - $73.12 $684,839 - $730,176	9,986 Added 2.3%	444,204 $32 Million
Q4 2020 Feb 10, 2021	BUY	$58.13 - $69.71 $2.14 Million - $2.57 Million	36,852 Added 9.27%	434,218 $30 Million
Q2 2020 Jul 28, 2020	BUY	$47.43 - $60.75 $1.24 Million - $1.59 Million	26,215 Added 7.06%	397,366 $22.7 Million
Q1 2020 May 15, 2020	BUY	$43.31 - $66.12 $6.64 Million - $10.1 Million	153,227 Added 70.31%	371,151 $18.5 Million
Q4 2019 Feb 20, 2020	BUY	$59.36 - $65.51 $6.28 Million - $6.93 Million	105,757 Added 94.29%	217,924 $14.2 Million
Q3 2019 Oct 04, 2019	BUY	$57.44 - $62.42 $246,647 - $268,031	4,294 Added 3.98%	112,167 $6.85 Million
Q2 2019 Aug 14, 2019	BUY	$59.39 - $62.73 $1.08 Million - $1.14 Million	18,236 Added 20.34%	107,873 $6.62 Million
Q1 2019 May 10, 2019	SELL	$54.44 - $61.46 $80,788 - $91,206	-1,484 Reduced 1.63%	89,637 $5.45 Million
Q4 2018 Feb 13, 2019	BUY	$53.06 - $64.19 $756,105 - $914,707	14,250 Added 18.54%	91,121 $5.01 Million
Q3 2018 Oct 09, 2018	BUY	$61.82 - $65.16 $225,704 - $237,899	3,651 Added 4.99%	76,871 $4.93 Million
Q2 2018 Aug 13, 2018	BUY	$62.74 - $67.79 $1.24 Million - $1.34 Million	19,783 Added 37.02%	73,220 $4.64 Million
Q3 2017 Feb 07, 2018	BUY	$62.19 - $64.17 $3.32 Million - $3.43 Million	53,437	53,437 $3.43 Million

Others Institutions Holding IEFA

# of Institutions

2,003

Shares Held

1.43B

Call Options Held

164K

Put Options Held

52.1K

View Full List

About ISHARES TR

Ticker IEFA
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Ironwood Wealth Management, Llc. Ishares Tr Transaction History