Ironwood Wealth Management, Llc. Ishares Russell 3000 ETF Transaction History

Ironwood Wealth Management, Llc.

$323 Million
Q4 2024

A detailed history of Ironwood Wealth Management, Llc. transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Ironwood Wealth Management, Llc. holds 3,045 shares of IWV stock, worth $1.03 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares

3,045

Previous 3,586 15.09%

Holding current value

$1.03 Million

Previous $1.17 Million 13.15%

% of portfolio

0.31%

Previous 0.35%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	SELL	$323.08 - $349.08 $174,786 - $188,852	-541 Reduced 15.09%	3,045 $1.02 Million
Q2 2024 Aug 08, 2024	SELL	$283.16 - $309.9 $70,506 - $77,165	-249 Reduced 6.49%	3,586 $1.11 Million
Q1 2024 Apr 17, 2024	SELL	$268.36 - $300.08 $1,610 - $1,800	-6 Reduced 0.16%	3,835 $1.15 Million
Q4 2023 Jan 29, 2024	SELL	$234.36 - $274.87 $97,962 - $114,895	-418 Reduced 9.81%	3,841 $1.05 Million
Q3 2023 Oct 26, 2023	SELL	$243.9 - $263.56 $123,169 - $133,097	-505 Reduced 10.6%	4,259 $1.04 Million
Q2 2023 Aug 07, 2023	SELL	$231.57 - $254.48 $40,756 - $44,788	-176 Reduced 3.56%	4,764 $1.21 Million
Q1 2023 Apr 27, 2023	SELL	$218.83 - $242.18 $4,157 - $4,601	-19 Reduced 0.38%	4,940 $1.16 Million
Q4 2022 Feb 14, 2023	BUY	$206.89 - $235.47 $341,161 - $388,290	1,649 Added 49.82%	4,959 $1.09 Million
Q2 2022 Jul 22, 2022	SELL	$210.65 - $265.31 $3,791 - $4,775	-18 Reduced 0.54%	3,310 $720,000
Q1 2022 May 12, 2022	SELL	$242.02 - $279.09 $133,595 - $154,057	-552 Reduced 14.23%	3,328 $873,000
Q3 2021 Oct 21, 2021	SELL	$251.89 - $269.0 $67,002 - $71,554	-266 Reduced 6.42%	3,880 $989,000
Q2 2021 Jul 28, 2021	SELL	$240.32 - $256.01 $185,286 - $197,383	-771 Reduced 15.68%	4,146 $1.06 Million
Q1 2021 Apr 08, 2021	SELL	$220.59 - $239.53 $70,368 - $76,410	-319 Reduced 6.09%	4,917 $1.17 Million
Q4 2020 Feb 10, 2021	SELL	$191.94 - $223.55 $100,960 - $117,587	-526 Reduced 9.13%	5,236 $1.17 Million
Q2 2020 Jul 28, 2020	SELL	$141.33 - $188.81 $102,464 - $136,887	-725 Reduced 11.18%	5,762 $1.04 Million
Q1 2020 May 15, 2020	SELL	$128.35 - $198.13 $320,233 - $494,334	-2,495 Reduced 27.78%	6,487 $962,000
Q4 2019 Feb 20, 2020	SELL	$168.6 - $189.08 $46,533 - $52,186	-276 Reduced 2.98%	8,982 $1.69 Million
Q3 2019 Oct 04, 2019	SELL	$172.91 - $176.69 $103,573 - $105,837	-599 Reduced 6.08%	9,258 $1.61 Million
Q2 2019 Aug 14, 2019	SELL	N/A	-714 Reduced 6.75%	9,857 $1.7 Million
Q1 2019 May 10, 2019	BUY	N/A	781 Added 7.98%	10,571 $1.76 Million
Q4 2018 Feb 13, 2019	BUY	N/A	1,096 Added 12.61%	9,790 $1.44 Million
Q3 2018 Oct 09, 2018	SELL	N/A	-388 Reduced 4.27%	8,694 $1.5 Million
Q2 2018 Aug 13, 2018	SELL	N/A	-2,695 Reduced 22.88%	9,082 $1.47 Million
Q3 2017 Feb 07, 2018	BUY	N/A	11,777	11,777 $1.76 Million

Others Institutions Holding IWV

# of Institutions

925

Shares Held

31.7M

Call Options Held

17.4K

Put Options Held

6.4K

View Full List

About ISHARES RUSSELL 3000 ETF

Ticker IWV
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Ironwood Wealth Management, Llc. Ishares Russell 3000 ETF Transaction History