Ironwood Wealth Management, Inc. Ishares Core S&P 500 ETF Transaction History

Ironwood Wealth Management, Inc.

$204 Million
Q4 2024

A detailed history of Ironwood Wealth Management, Inc. transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Ironwood Wealth Management, Inc. holds 27,453 shares of IVV stock, worth $16.7 Million. This represents 7.92% of its overall portfolio holdings.

Number of Shares

27,453

Previous 27,925 1.69%

Holding current value

$16.7 Million

Previous $16.1 Million 0.34%

% of portfolio

7.92%

Previous 7.9%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	SELL	$570.51 - $610.59 $269,280 - $288,198	-472 Reduced 1.69%	27,453 $16.2 Million
Q3 2024 Oct 07, 2024	SELL	$520.18 - $576.82 $242,924 - $269,374	-467 Reduced 1.64%	27,925 $16.1 Million
Q2 2024 Jul 15, 2024	SELL	$497.53 - $549.64 $71,146 - $78,598	-143 Reduced 0.5%	28,392 $15.5 Million
Q1 2024 Apr 12, 2024	SELL	$469.56 - $525.73 $112,694 - $126,175	-240 Reduced 0.83%	28,535 $15 Million
Q4 2023 Jan 22, 2024	SELL	$412.55 - $479.0 $103,550 - $120,229	-251 Reduced 0.86%	28,775 $13.7 Million
Q3 2023 Oct 18, 2023	SELL	$427.76 - $460.18 $100,951 - $108,602	-236 Reduced 0.81%	29,026 $12.5 Million
Q2 2023 Jul 10, 2023	SELL	$406.17 - $445.71 $33,712 - $36,993	-83 Reduced 0.28%	29,262 $13 Million
Q1 2023 Apr 10, 2023	SELL	$381.13 - $418.66 $70,890 - $77,870	-186 Reduced 0.63%	29,345 $12.1 Million
Q4 2022 Jan 20, 2023	BUY	$357.98 - $409.32 $88,063 - $100,692	246 Added 0.84%	29,531 $0
Q3 2022 Oct 18, 2022	BUY	$358.65 - $432.04 $31,202 - $37,587	87 Added 0.3%	29,285 $10.7 Million
Q2 2022 Jul 21, 2022	BUY	$366.99 - $458.8 $127,712 - $159,662	348 Added 1.21%	29,198 $11.4 Million
Q1 2022 Apr 21, 2022	SELL	$418.06 - $479.84 $3.48 Million - $3.99 Million	-8,318 Reduced 22.38%	28,850 $13.1 Million
Q4 2021 Jan 18, 2022	SELL	$430.29 - $479.53 $29,690 - $33,087	-69 Reduced 0.19%	37,168 $17.7 Million
Q3 2021 Oct 21, 2021	SELL	$426.8 - $455.27 $1.98 Million - $2.11 Million	-4,630 Reduced 11.06%	37,237 $16 Million
Q2 2021 Jul 19, 2021	BUY	$402.08 - $429.92 $49,053 - $52,450	122 Added 0.29%	41,867 $18 Million
Q1 2021 Apr 12, 2021	SELL	$370.22 - $398.75 $1,480 - $1,595	-4 Reduced 0.01%	41,745 $16.6 Million
Q4 2020 Feb 09, 2021	BUY	$327.62 - $375.39 $13.7 Million - $15.7 Million	41,749 New	41,749 $15.7 Million

Others Institutions Holding IVV

# of Institutions

3,541

Shares Held

693M

Call Options Held

1.45M

Put Options Held

1.1M

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

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Ironwood Wealth Management, Inc. Ishares Core S&P 500 ETF Transaction History