Ironwood Financial, LLC Ishares Tr Transaction History

Ironwood Financial, LLC

$476 Million
Q4 2024

A detailed history of Ironwood Financial, LLC transactions in Ishares Tr stock. As of the latest transaction made, Ironwood Financial, LLC holds 6,840 shares of IEFA stock, worth $503,287. This represents 0.1% of its overall portfolio holdings.

Number of Shares

6,840

Previous 6,880 0.58%

Holding current value

$503,287

Previous $536,000 10.45%

% of portfolio

0.1%

Previous 0.11%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	SELL	$70.06 - $77.43 $2,802 - $3,097	-40 Reduced 0.58%	6,840 $480,000
Q3 2024 Oct 16, 2024	BUY	$70.09 - $78.74 $5,326 - $5,984	76 Added 1.12%	6,880 $536,000
Q2 2024 Jul 19, 2024	SELL	$70.77 - $76.19 $37,508 - $40,380	-530 Reduced 7.23%	6,804 $494,000
Q1 2024 Apr 17, 2024	BUY	$68.14 - $74.43 $41,769 - $45,625	613 Added 9.12%	7,334 $544,000
Q4 2023 Jan 19, 2024	BUY	$61.3 - $70.47 $6,620 - $7,610	108 Added 1.63%	6,721 $472,000
Q2 2023 Jul 20, 2023	SELL	$66.03 - $69.1 $7,989 - $8,361	-121 Reduced 1.8%	6,613 $446,000
Q1 2023 Apr 14, 2023	BUY	$62.17 - $67.7 $80,323 - $87,468	1,292 Added 23.74%	6,734 $450,000
Q4 2022 Feb 14, 2023	BUY	$52.35 - $63.65 $284,888 - $346,383	5,442 New	5,442 $335,000
Q4 2021 Jan 28, 2022	SELL	$72.36 - $77.76 $62,301 - $66,951	-861 Closed	0 $0
Q3 2021 Nov 02, 2021	BUY	$72.98 - $78.2 $16,420 - $17,595	225 Added 35.38%	861 $64,000
Q2 2021 Jul 29, 2021	BUY	$73.11 - $77.88 $13,525 - $14,407	185 Added 41.02%	636 $48,000
Q3 2020 Nov 03, 2020	SELL	$57.43 - $62.28 $114 - $124	-2 Reduced 0.44%	451 $27,000
Q2 2020 Jul 28, 2020	BUY	$47.43 - $60.75 $5,264 - $6,743	111 Added 32.46%	453 $26,000
Q1 2020 Apr 27, 2020	SELL	$43.31 - $66.12 $135,343 - $206,625	-3,125 Reduced 90.14%	342 $17,000
Q4 2019 Jan 24, 2020	BUY	$59.36 - $65.51 $33,835 - $37,340	570 Added 19.68%	3,467 $226,000
Q3 2019 Oct 31, 2019	SELL	$57.44 - $62.42 $12,981 - $14,106	-226 Reduced 7.24%	2,897 $177,000
Q2 2019 Jul 30, 2019	BUY	$59.39 - $62.73 $6,117 - $6,461	103 Added 3.41%	3,123 $192,000
Q1 2019 Apr 12, 2019	BUY	$54.44 - $61.46 $33,916 - $38,289	623 Added 25.99%	3,020 $184,000
Q4 2018 Jan 17, 2019	BUY	$53.06 - $64.19 $127,184 - $153,863	2,397 New	2,397 $132,000

Others Institutions Holding IEFA

# of Institutions

2,043

Shares Held

1.44B

Call Options Held

164K

Put Options Held

52.1K

View Full List

About ISHARES TR

Ticker IEFA
Sector ETFs
Industry ETFs

More about IEFA

Track This Portfolio

Portfolio Update

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

News

Stay updated on Ironwood Financial, LLC with notifications on news.

Account

Ironwood Financial, LLC Ishares Tr Transaction History