Ironwood Financial, LLC Purchases and Sells in Q4 2024

Ironwood Financial, LLC

$476 Million
Q4 2024

Top Buys

Incresed Positions

52 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VTI	1.39K + 4.79%	$280.04 - $302.45 $389K - $420K	30.4K $8.8M
RSP	3.5K + 12.71%	$174.22 - $187.62 $610K - $657K	31K $5.44M
VV	1.26K + 5.81%	$260.27 - $280.65 $328K - $354K	23K $6.2M
IBDR	15.8K + 12.76%	N/A	139K $3.31M
IBDT	15.1K + 20.43%	$24.82 - $25.48 $374K - $384K	88.8K $2.21M
IBDS	14.7K + 18.51%	$23.88 - $24.32 $352K - $358K	94.3K $2.26M

New Holdings

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPLG	5.73K New	$66.77 - $71.52 $382K - $409K	5.73K $394K
SPYG	4.1K New	$81.74 - $91.38 $335K - $374K	4.1K $360K
BSJT	12.7K New	$21.34 - $21.82 $272K - $278K	12.7K $272K
SPMD	4.92K New	$54.13 - $59.56 $266K - $293K	4.92K $268K
SCHK	8.38K New	$27.45 - $55.56 $230K - $465K	8.38K $237K
SPSM	5.14K New	$44.33 - $49.55 $228K - $255K	5.14K $231K

Top Sells

Reduced Positions

54 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVV	-8.02K - 7.65%	$570.51 - $610.59 $4.58M - $4.9M	96.9K $57M
IVE	-6.28K - 6.04%	$189.5 - $206.17 $1.19M - $1.29M	97.7K $18.7M
EUSA	-13.5K - 10.22%	$94.66 - $102.14 $1.28M - $1.38M	119K $11.3M
EFA	-3.25K - 3.45%	$75.1 - $82.99 $244K - $270K	91K $6.88M
LLY	-29 - 0.55%	$727.2 - $932.06 $21.1K - $27K	5.25K $4.05M
QQQ	-1.62K - 15.28%	$481.22 - $538.17 $777K - $869K	8.96K $4.58M

Activity Summary All Purchases 60 New Holdings 8 Increased Positions 52 All Sells 54 Reductions 54 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.