Ironwood Wealth Management, Inc. Financial Sector Spdr Transaction History

Ironwood Wealth Management, Inc.

$204 Million
Q4 2024

A detailed history of Ironwood Wealth Management, Inc. transactions in Financial Sector Spdr stock. As of the latest transaction made, Ironwood Wealth Management, Inc. holds 93,970 shares of XLF stock, worth $4.78 Million. This represents 2.23% of its overall portfolio holdings.

Number of Shares

93,970

Previous 95,214 1.31%

Holding current value

$4.78 Million

Previous $4.32 Million 5.24%

% of portfolio

2.23%

Previous 2.12%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	SELL	$44.89 - $51.34 $55,843 - $63,866	-1,244 Reduced 1.31%	93,970 $4.54 Million
Q3 2024 Oct 07, 2024	SELL	$40.84 - $45.74 $34,714 - $38,879	-850 Reduced 0.88%	95,214 $4.32 Million
Q2 2024 Jul 15, 2024	BUY	$39.59 - $42.49 $23,793 - $25,536	601 Added 0.63%	96,064 $3.95 Million
Q1 2024 Apr 12, 2024	BUY	$37.27 - $42.12 $8,273 - $9,350	222 Added 0.23%	95,463 $4.02 Million
Q4 2023 Jan 22, 2024	BUY	$31.45 - $37.72 $85,795 - $102,900	2,728 Added 2.95%	95,241 $3.58 Million
Q3 2023 Oct 18, 2023	BUY	$33.17 - $35.6 $88,630 - $95,123	2,672 Added 2.97%	92,513 $3.07 Million
Q2 2023 Jul 10, 2023	BUY	$31.55 - $33.71 $29,215 - $31,215	926 Added 1.04%	89,841 $3.03 Million
Q1 2023 Apr 10, 2023	BUY	$30.98 - $37.0 $37,145 - $44,363	1,199 Added 1.37%	88,915 $2.86 Million
Q4 2022 Jan 20, 2023	BUY	$30.29 - $36.31 $17,053 - $20,442	563 Added 0.65%	87,716 $0
Q3 2022 Oct 18, 2022	BUY	$30.36 - $35.81 $23,286 - $27,466	767 Added 0.89%	87,153 $2.69 Million
Q2 2022 Jul 21, 2022	BUY	$30.84 - $38.22 $54,185 - $67,152	1,757 Added 2.08%	86,386 $2.77 Million
Q1 2022 Apr 21, 2022	BUY	$35.66 - $41.42 $3.02 Million - $3.51 Million	84,629 New	84,629 $3.24 Million

Others Institutions Holding XLF

# of Institutions

1,869

Shares Held

703M

Call Options Held

160M

Put Options Held

321M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

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Ironwood Wealth Management, Inc. Financial Sector Spdr Transaction History