Ironwood Financial, LLC Purchases and Sells in Q1 2025

Ironwood Financial, LLC

$463 Million
Q1 2025

Top Buys

Incresed Positions

65 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VUG	4.06K + 285.79%	$369.1 - $427.61 $1.5M - $1.74M	5.49K $2.03M
IBDW	32.1K + 24.2%	$20.1 - $20.8 $645K - $668K	165K $3.42M
IBDU	22.3K + 6.28%	$22.61 - $23.14 $504K - $516K	377K $8.73M
IBDV	22.9K + 6.45%	$21.11 - $21.73 $484K - $498K	378K $8.21M
RSP	3.64K + 11.73%	$169.43 - $182.84 $617K - $666K	34.7K $5.96M
IBDT	17.7K + 19.96%	$24.79 - $25.26 $440K - $448K	107K $2.69M

New Holdings

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IBDX	24.4K New	$24.21 - $25.09 $591K - $612K	24.4K $609K
IBHH	15K New	$23.33 - $23.71 $349K - $355K	15K $349K
OHI	5.52K New	$35.7 - $38.33 $197K - $212K	5.52K $210K
XOM	1.69K New	$105.44 - $118.93 $178K - $200K	1.69K $200K
GMRE	15K New	$7.52 - $9.08 $113K - $136K	15K $131K
WNS HLDGS LTD	3.39K New	N/A	3.39K $0

Top Sells

Reduced Positions

61 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	-479 - 0.28%	$209.68 - $247.1 $100K - $118K	172K $38.2M
BSCP	-75.1K - 16.14%	$20.64 - $20.73 $1.55M - $1.56M	390K $8.07M
MSFT	-1.19K - 8.61%	$375.39 - $447.2 $447K - $533K	12.6K $4.74M
AMZN	-10 - 0.03%	$190.26 - $242.06 $1.9K - $2.42K	31.6K $6.02M
IJS	-1.05K - 1.83%	$96.3 - $112.23 $101K - $118K	56.3K $5.47M
GOOGL	-12 - 0.06%	$154.33 - $206.19 $1.85K - $2.47K	20.3K $3.13M

Activity Summary All Purchases 71 New Holdings 6 Increased Positions 65 All Sells 61 Reductions 61 Sold out 0 Calls 0 Puts 0

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.