Ironwood Wealth Management, Llc. Ishares Trishares 0 3 Mnth Tre Transaction History

Ironwood Wealth Management, Llc.

$330 Million
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 27, 2023	SELL	$100.08 - $100.58 $314,851 - $316,424	-3,146 Reduced 95.86%	136 $13,000
Q4 2022 Feb 14, 2023	SELL	$99.97 - $100.37 $16.7 Million - $16.8 Million	-167,367 Reduced 98.08%	3,282 $328,000
Q2 2022 Jul 22, 2022	SELL	$100.02 - $100.12 $19.3 Million - $19.3 Million	-192,905 Reduced 53.06%	170,649 $17.1 Million
Q1 2022 May 12, 2022	SELL	$100.01 - $100.05 $6.92 Million - $6.92 Million	-69,164 Reduced 15.98%	363,554 $36.4 Million
Q4 2021 Feb 01, 2022	BUY	$100.01 - $100.03 $3.93 Million - $3.93 Million	39,252 Added 9.98%	432,718 $43.3 Million
Q3 2021 Oct 21, 2021	BUY	$100.01 - $100.03 $28.3 Million - $28.3 Million	283,237 Added 256.95%	393,466 $39.4 Million
Q2 2021 Jul 28, 2021	BUY	$100.01 - $100.03 $11 Million - $11 Million	110,229 New	110,229 $11 Million

Others Institutions Holding SGOV

# of Institutions

709

Shares Held

91.6M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

4.99M
Shares

$502 Million
0.04% of portfolio
Bank Of America Corp Charlotte, NC

3.39M
Shares

$341 Million
0.03% of portfolio
Lpl Financial LLC Fort Mill, SC

3.03M
Shares

$304 Million
0.14% of portfolio
Raymond James & Associates St Petersburg, FL

1.9M
Shares

$191 Million
0.12% of portfolio
Partners Capital Investment Group, LLP Boston, MA

1.83M
Shares

$184 Million
3.13% of portfolio

About ISHARES TRISHARES 0-3 MNTH TRE

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