Ironwood Wealth Management, Llc. Spdr Nuveen Bloomberg Short Te Transaction History

Ironwood Wealth Management, Llc.

$330 Million
Q3 2024

A detailed history of Ironwood Wealth Management, Llc. transactions in Spdr Nuveen Bloomberg Short Te stock. As of the latest transaction made, Ironwood Wealth Management, Llc. holds 17,616 shares of SHM stock, worth $834,646. This represents 0.26% of its overall portfolio holdings.

Number of Shares

17,616

Previous 17,616 -0.0%

Holding current value

$834,646

Previous $831,000 2.05%

% of portfolio

0.26%

Previous 0.27%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 17, 2024	SELL	$47.44 - $47.9 $12,524 - $12,645	-264 Reduced 1.48%	17,616 $835,000
Q4 2023 Jan 29, 2024	SELL	$46.12 - $47.85 $1.81 Million - $1.88 Million	-39,222 Reduced 68.69%	17,880 $854,000
Q3 2023 Oct 26, 2023	SELL	$46.19 - $47.22 $2.15 Million - $2.19 Million	-46,441 Reduced 44.85%	57,102 $2.64 Million
Q2 2023 Aug 07, 2023	BUY	$46.54 - $47.72 $112,952 - $115,816	2,427 Added 2.4%	103,543 $4.87 Million
Q1 2023 Apr 27, 2023	BUY	$46.61 - $47.68 $363,791 - $372,142	7,805 Added 8.36%	101,116 $4.81 Million
Q4 2022 Feb 14, 2023	SELL	$45.97 - $47.2 $3.52 Million - $3.61 Million	-76,477 Reduced 45.04%	93,311 $4.38 Million
Q2 2022 Jul 22, 2022	BUY	$46.52 - $47.45 $3.7 Million - $3.78 Million	79,582 Added 88.22%	169,788 $8.02 Million
Q1 2022 May 12, 2022	BUY	$47.3 - $49.17 $1.1 Million - $1.14 Million	23,265 Added 34.75%	90,206 $4.27 Million
Q4 2021 Feb 01, 2022	SELL	$49.16 - $49.38 $115,083 - $115,598	-2,341 Reduced 3.38%	66,941 $3.29 Million
Q3 2021 Oct 21, 2021	BUY	$49.4 - $49.69 $1.06 Million - $1.07 Million	21,541 Added 45.12%	69,282 $3.42 Million
Q2 2021 Jul 28, 2021	BUY	$49.5 - $49.73 $568,903 - $571,546	11,493 Added 31.71%	47,741 $2.37 Million
Q1 2021 Apr 08, 2021	BUY	$49.43 - $49.87 $994,482 - $1 Million	20,119 Added 124.74%	36,248 $1.8 Million
Q4 2020 Feb 10, 2021	BUY	$49.66 - $49.86 $800,966 - $804,191	16,129 New	16,129 $803,000

Others Institutions Holding SHM

# of Institutions

442

Shares Held

73M

Call Options Held

Put Options Held

View Full List

About SPDR NUVEEN BLOOMBERG SHORT TE

Ticker SHM
Sector ETFs
Industry ETFs

More about SHM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ironwood Wealth Management, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Ironwood Wealth Management, Llc. with notifications on news.

Account

Ironwood Wealth Management, Llc. Spdr Nuveen Bloomberg Short Te Transaction History