Iron Horse Wealth Management, LLC Spdr S&P 500 ETF Trust Transaction History

Iron Horse Wealth Management, LLC

  • $270 Million
  • Q3 2024

A detailed history of Iron Horse Wealth Management, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Iron Horse Wealth Management, LLC holds 35,163 shares of SPY stock, worth $21.1 Million. This represents 7.47% of its overall portfolio holdings.

Number of Shares
35,163
Previous 33,664 4.45%
Holding current value
$21.1 Million
Previous $18.3 Million 10.14%
% of portfolio
7.47%
Previous 7.61%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 22, 2024
BUY
$517.38 - $573.86 $775,552 - $860,216
1,499 Added 4.45%
35,163 $20.2 Million
Q2 2024

Jul 22, 2024
BUY
$495.16 - $548.49 $506,548 - $561,105
1,023 Added 3.13%
33,664 $18.3 Million
Q1 2024

Apr 17, 2024
BUY
$467.28 - $523.17 $677,556 - $758,596
1,450 Added 4.65%
32,641 $17.1 Million
Q4 2023

Jan 22, 2024
BUY
$410.68 - $476.69 $477,210 - $553,913
1,162 Added 3.87%
31,191 $14.8 Million
Q3 2023

Oct 18, 2023
BUY
$425.88 - $457.79 $598,361 - $643,194
1,405 Added 4.91%
30,029 $12.8 Million
Q2 2023

Aug 01, 2023
BUY
$404.36 - $443.28 $2.25 Million - $2.46 Million
5,554 Added 24.07%
28,624 $12.7 Million
Q1 2023

May 01, 2023
BUY
$379.5 - $416.78 $585,568 - $643,091
1,543 Added 7.17%
23,070 $9.44 Million
Q4 2022

Jan 19, 2023
BUY
$357.63 - $407.42 $4.58 Million - $5.22 Million
12,815 Added 147.1%
21,527 $8.23 Million
Q3 2022

Oct 12, 2022
BUY
$357.18 - $429.7 $3.07 Million - $3.69 Million
8,588 Added 6925.81%
8,712 $3.11 Million
Q1 2022

Apr 11, 2022
BUY
$416.25 - $477.71 $8,325 - $9,554
20 Added 19.23%
124 $56,000
Q4 2020

Jan 14, 2021
BUY
$326.54 - $373.88 $33,960 - $38,883
104 New
104 $39,000

Others Institutions Holding SPY

# of Institutions
4,553
Shares Held
593M
Call Options Held
285M
Put Options Held
653M
View Full List

About SPDR S&P 500 ETF TRUST

SPY Quotes by TradingView
  • Ticker SPY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about SPY
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