| Ironwood Isabelle Small Company Stock Fund (Ironwood Series Trust) |
Small-Cap Core |
0.00 % |
2008-11-21 |
28,325 |
$176,465 |
$0 |
0.00 % |
No Change |
0 |
0 % |
- |
| California Public Employees Retirement System |
Institution |
0.00 % |
2008-11-21 |
19,400 |
$120,862 |
$0 |
0.00 % |
No Change |
0 |
0 % |
- |
| First Wilshire Securities Management Inc |
Institution |
-16.13 % |
2008-11-17 |
None |
- |
- |
- % |
Sold All |
-32,142 |
-100.00 % |
$71,677 |
| Heartland Advisors Inc |
Institution |
-16.33 % |
2008-11-14 |
269,572 |
$1,679,434 |
$-601,146 |
-26.35 % |
Added More |
69,572 |
34.78 % |
$-155,146 |
| Axa |
Institution |
-14.62 % |
2008-11-14 |
52,766 |
$328,732 |
$-117,668 |
-26.35 % |
Added More |
46,530 |
746.15 % |
$-103,762 |
| Citigroup Inc |
Institution |
-14.19 % |
2008-11-14 |
21,226 |
$132,238 |
$-47,334 |
-26.35 % |
New Holding |
21,226 |
100.00 % |
$-47,334 |
| Goodnow Investment Group Llc |
Institution |
-15.29 % |
2008-11-14 |
390,533 |
$2,433,021 |
$-870,889 |
-26.35 % |
Added More |
246,693 |
171.50 % |
$-550,125 |
| Commonwealth Of Pennsylvania Public School Empls Retrmt Sys |
Institution |
-14.50 % |
2008-11-14 |
15,625 |
$97,344 |
$-34,844 |
-26.35 % |
No Compare |
- |
- % |
- |
| Cannell J Carlo |
Institution |
-15.19 % |
2008-11-14 |
128,865 |
$802,829 |
$-287,369 |
-26.35 % |
Sold Some |
-354,966 |
-73.36 % |
$791,574 |
| Marxe Austin W And Greenhouse David M |
Institution |
-15.99 % |
2008-11-14 |
359,767 |
$2,241,348 |
$-802,280 |
-26.35 % |
Sold Some |
-21,746 |
-5.69 % |
$48,494 |
| Gendell Jeffrey L |
Institution |
-20.32 % |
2008-11-14 |
563,588 |
$3,511,153 |
$-1,256,801 |
-26.35 % |
No Change |
0 |
0 % |
- |
| Babson Capital Management Llc |
Institution |
-13.67 % |
2008-11-14 |
650,000 |
$4,049,500 |
$-1,449,500 |
-26.35 % |
No Change |
0 |
0 % |
- |
| Merrill Lynch And Co Inc |
Institution |
-9.60 % |
2008-11-13 |
None |
- |
- |
- % |
Sold All |
-148 |
-100.00 % |
$204 |
| Fixed Income Securities Inc |
Institution |
-13.21 % |
2008-11-13 |
7,649 |
$47,653 |
$-10,556 |
-18.13 % |
Sold Some |
-947 |
-11.01 % |
$1,307 |
| Northern Trust Corp |
Institution |
-11.31 % |
2008-11-13 |
15,371 |
$95,761 |
$-21,212 |
-18.13 % |
Sold Some |
-400 |
-2.53 % |
$552 |
| Northern Trust Co Of Connecticut |
Institution |
-12.11 % |
2008-11-13 |
16,955 |
$105,630 |
$-23,398 |
-18.13 % |
No Change |
0 |
0 % |
- |
| Ubs Ag |
Institution |
-14.66 % |
2008-11-13 |
4,512 |
$28,110 |
$-6,227 |
-18.13 % |
Sold Some |
-14,047 |
-75.68 % |
$19,385 |
| Thomson Horstmann And Bryant Inc |
Institution |
-15.49 % |
2008-11-12 |
127,696 |
$795,546 |
$-176,220 |
-18.13 % |
Added More |
30,635 |
31.56 % |
$-42,276 |
| Royce And Associates Llc |
Institution |
-14.39 % |
2008-11-12 |
1,400 |
$8,722 |
$-1,932 |
-18.13 % |
Sold Some |
-1,200 |
-46.15 % |
$1,656 |
| Barclays Global Investors Uk Holdings Ltd |
Institution |
-12.29 % |
2008-11-12 |
8,408 |
$52,382 |
$-11,603 |
-18.13 % |
Sold Some |
-2,227 |
-20.94 % |
$3,073 |
| Claymore Advisors Llc |
Institution |
-40.15 % |
2008-11-10 |
None |
- |
- |
- % |
Sold All |
-18,064 |
-100.00 % |
$46,244 |
| Perritt Capital Management Inc |
Institution |
-23.67 % |
2008-11-07 |
142,800 |
$889,644 |
$-334,152 |
-27.30 % |
Added More |
75,800 |
113.13 % |
$-177,372 |
| Vanguard Group Inc |
Institution |
-17.44 % |
2008-11-06 |
10,844 |
$67,558 |
$-21,146 |
-23.83 % |
New Holding |
10,844 |
100.00 % |
$-21,146 |
| Ironwood Investment Management Llc |
Institution |
-27.40 % |
2008-11-05 |
347,225 |
$2,163,212 |
$-590,283 |
-21.43 % |
No Compare |
- |
- % |
- |
| Wedbush Morgan Securities Inc |
Institution |
-22.31 % |
2008-11-03 |
266,393 |
$1,659,628 |
$-370,286 |
-18.24 % |
Added More |
600 |
0.22 % |
$-834 |
| Bank Of New York Mellon Corp |
Institution |
-22.62 % |
2008-10-31 |
19,108 |
$119,043 |
$-16,051 |
-11.88 % |
No Change |
0 |
0 % |
- |
| Blackrock Investment Management Llc |
Institution |
-20.73 % |
2008-10-30 |
1,400 |
$8,722 |
$-518 |
-5.60 % |
No Change |
0 |
0 % |
- |
| Va Large Value Portfolio (Dfa Investment Dimensions Group Inc) |
Large-Cap Value |
-23.58 % |
2008-10-30 |
10,985 |
$68,437 |
$-4,064 |
-5.60 % |
No Compare |
- |
- % |
- |
| International Core Equity Portfolio (Dfa Investment Dimensions Group Inc) |
International Small-M ... |
-21.50 % |
2008-10-30 |
6,858 |
$42,725 |
$-2,537 |
-5.60 % |
Added More |
100 |
1.47 % |
$-37 |
| Dimensional Fund Advisors Inc |
Institution |
-24.20 % |
2008-10-30 |
201,605 |
$1,255,999 |
$-74,594 |
-5.60 % |
Added More |
3,668 |
1.85 % |
$-1,357 |
| Baker Ellis Asset Management Llc |
Institution |
-19.74 % |
2008-10-17 |
64,268 |
$400,390 |
$-121,467 |
-23.27 % |
Added More |
500 |
0.78 % |
$-945 |
| Perritt Emerging Opportunities Fund (Perritt Funds Inc) |
Small-Cap Value |
-49.17 % |
2008-09-08 |
67,000 |
$417,410 |
$-262,640 |
-38.62 % |
Sold Some |
-300 |
-0.44 % |
$1,176 |
| Perritt Microcap Opportunities Fund (Perritt Microcap Opportunities Fund Inc) |
Specialty & Misc |
-52.79 % |
2008-09-08 |
None |
- |
- |
- % |
Sold All |
-67,300 |
-100.00 % |
$263,816 |
| Sa International Small Company Fund (Sa Funds Investment Trust) |
Small-Cap Core |
-33.67 % |
2008-09-08 |
None |
- |
- |
- % |
Sold All |
-1,000 |
-100.00 % |
$3,920 |
| Dow Jones Wilshire 5000 Index Portfolio (Wilshire Mutual Funds Inc) |
Multi-Cap Core |
-38.04 % |
2008-09-04 |
1,300 |
$8,099 |
$-4,914 |
-37.76 % |
New Holding |
1,300 |
100.00 % |
$-4,914 |
| Vanguard Extended Market Index Fund (Vanguard Index Funds) |
Mid-Cap Core |
-48.73 % |
2008-08-29 |
9,244 |
$57,590 |
$-46,590 |
-44.72 % |
No Change |
0 |
0 % |
- |
| Special Situations Fund Iii L P |
Institution |
-42.52 % |
2008-08-28 |
None |
- |
- |
- % |
Sold All |
-29,790 |
-100.00 % |
$147,163 |