Ironwood Investment Counsel, LLC Lpl Financial Holdings Inc. Transaction History

Ironwood Investment Counsel, LLC

  • $532 Million
  • Q2 2024

A detailed history of Ironwood Investment Counsel, LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Ironwood Investment Counsel, LLC holds 1,520 shares of LPLA stock, worth $419,231. This represents 0.08% of its overall portfolio holdings.

Number of Shares
1,520
Previous 2,045 25.67%
Holding current value
$419,231
Previous $540,000 21.48%
% of portfolio
0.08%
Previous 0.1%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 05, 2024
SELL
$256.41 - $288.82 $134,615 - $151,630
-525 Reduced 25.67%
1,520 $424,000
Q4 2023

Feb 07, 2024
SELL
$209.89 - $239.77 $34,631 - $39,562
-165 Reduced 7.47%
2,045 $465,000
Q1 2023

May 11, 2023
BUY
$192.0 - $255.57 $14,400 - $19,167
75 Added 3.51%
2,210 $447,000
Q4 2022

Feb 01, 2023
SELL
$206.94 - $269.62 $171,760 - $223,784
-830 Reduced 27.99%
2,135 $461,000
Q3 2022

Nov 08, 2022
SELL
$172.53 - $233.2 $25,016 - $33,814
-145 Reduced 4.66%
2,965 $647,000
Q1 2022

May 09, 2022
SELL
$143.67 - $190.77 $53,876 - $71,538
-375 Reduced 10.76%
3,110 $568,000
Q4 2021

Feb 04, 2022
SELL
$152.65 - $175.02 $7,632 - $8,751
-50 Reduced 1.41%
3,485 $557,000
Q2 2021

Aug 06, 2021
SELL
$134.61 - $156.7 $5,384 - $6,268
-40 Reduced 1.12%
3,535 $477,000
Q1 2021

May 03, 2021
SELL
$103.11 - $146.29 $804,258 - $1.14 Million
-7,800 Reduced 68.57%
3,575 $508,000
Q4 2020

Feb 11, 2021
SELL
$76.15 - $104.25 $11,422 - $15,637
-150 Reduced 1.3%
11,375 $1.19 Million
Q3 2020

Nov 16, 2020
SELL
$74.14 - $85.09 $5,560 - $6,381
-75 Reduced 0.65%
11,525 $883,000
Q2 2020

Aug 11, 2020
SELL
$48.65 - $85.54 $1,459 - $2,566
-30 Reduced 0.26%
11,600 $909,000
Q1 2020

Apr 29, 2020
BUY
$39.02 - $98.86 $168,956 - $428,063
4,330 Added 59.32%
11,630 $633,000
Q3 2019

Nov 07, 2019
SELL
$70.66 - $87.4 $28,264 - $34,960
-400 Reduced 5.19%
7,300 $597,000
Q2 2019

Jul 29, 2019
SELL
$70.51 - $84.91 $14,102 - $16,982
-200 Reduced 2.53%
7,700 $628,000
Q2 2018

Jul 26, 2018
SELL
$56.49 - $72.22 $47,451 - $60,664
-840 Reduced 9.61%
7,900 $517,000
Q1 2018

Apr 30, 2018
SELL
$57.2 - $65.99 $155,298 - $179,162
-2,715 Reduced 23.7%
8,740 $533,000
Q4 2017

Feb 05, 2018
SELL
$48.68 - $57.7 $15,821 - $18,752
-325 Reduced 2.76%
11,455 $654,000
Q3 2017

Oct 30, 2017
SELL
$45.09 - $51.58 $119,263 - $136,429
-2,645 Reduced 18.34%
11,780 $607,000
Q2 2017

Aug 11, 2017
BUY
N/A
14,425
14,425 $612,000

Others Institutions Holding LPLA

# of Institutions
700
Shares Held
68.9M
Call Options Held
110K
Put Options Held
132K
View Full List

About LPL Financial Holdings Inc.

LPLA Quotes by TradingView
  • Ticker LPLA
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 79,769,800
  • Market Cap $22B
  • Description
  • LPL Financial Holdings Inc., together with its subsidiaries, provides an integrated platform of brokerage and investment advisory services to independent financial advisors and financial advisors at financial institutions in the United States. Its brokerage offerings include variable and fixed annuities, mutual funds, equities, retirement and ed...
More about LPLA
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