Independent Solutions Wealth Management, LLC Purchases in Q4 2019

Independent Solutions Wealth Management, LLC

  • $226 Billion
  • Q4 2019
Stock Shares change Price Range Shares Held Trade History
IVE
Ishares S&P 500 Value ETF

ETFs
142K
New
$115.41 - $130.26 $16.4M - $18.5M
142K $18.5B
IVW
Ishares S&P 500 Growth ETF

ETFs
79.7K
New
$43.72 - $48.62 $3.48M - $3.87M
79.7K $15.4B
ITOT
Ishares Core S&P Total U.S. St

ETFs
148K
New
$65.12 - $72.96 $9.64M - $10.8M
148K $10.8B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
84.4K
New
$111.81 - $113.82 $9.43M - $9.6M
84.4K $9.48B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
42.2K
New
$185.78 - $206.16 $7.83M - $8.69M
42.2K $8.68B
IEFA
Ishares Tr

ETFs
120K
New
$59.36 - $65.51 $7.13M - $7.87M
120K $7.84B
GVI
Ishares Tr

ETFs
64.1K
New
$112.46 - $113.86 $7.21M - $7.3M
64.1K $7.22B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
80.5K
New
$75.05 - $84.14 $6.04M - $6.78M
80.5K $6.75B
AAPL
Apple Inc.

Technology
19K
New
$54.74 - $73.41 $1.04M - $1.39M
19K $5.58B
SCHV
Schwab Strategic Tr Us Large C

ETFs
92K
New
$54.73 - $60.25 $5.03M - $5.54M
92K $5.53B
SCHG
Schwab Strategic Tr Us Large C

ETFs
56K
New
$40.97 - $46.72 $2.29M - $2.62M
56K $5.2B
LQD
Ishares Iboxx $ Investment Gra

ETFs
37.3K
New
$125.71 - $128.49 $4.69M - $4.79M
37.3K $4.77B
COST
Costco Wholesale Corp

Consumer Defensive
13.3K
New
$283.93 - $305.21 $3.77M - $4.05M
13.3K $3.9B
PFF
Ishares Trust Ishares Pfd And

ETFs
96.4K
New
$36.77 - $37.68 $3.54M - $3.63M
96.4K $3.62B
SCHB
Schwab Strategic Tr Us Broad M

ETFs
45.6K
New
$34.47 - $38.58 $1.57M - $1.76M
45.6K $3.5B
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
60.9K
New
$53.21 - $54.14 $3.24M - $3.3M
60.9K $3.26B
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
47.5K
New
$54.56 - $60.24 $2.59M - $2.86M
47.5K $2.86B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
81.8K
New
$30.95 - $33.72 $2.53M - $2.76M
81.8K $2.75B
MA
Mastercard Inc

Financial Services
9.11K
New
$260.85 - $300.74 $2.38M - $2.74M
9.11K $2.72B
AMZN
Amazon Com Inc

Consumer Cyclical
1.45K
New
$85.28 - $93.49 $124K - $135K
1.45K $2.68B
MSFT
Microsoft Corp

Technology
16.6K
New
$134.65 - $158.96 $2.23M - $2.63M
16.6K $2.61B
SCHR
Schwab Intermediate Term Us Tr

ETFs
44.8K
New
$54.79 - $56.05 $2.45M - $2.51M
44.8K $2.46B
DIS
Walt Disney CO

Communication Services
15.5K
New
$128.15 - $151.64 $1.99M - $2.35M
15.5K $2.24B
SCHA
Schwab Strategic Tr Us Small C

ETFs
28.5K
New
$33.63 - $38.03 $959K - $1.08M
28.5K $2.16B
CSCO
Cisco Systems, Inc.

Technology
43.9K
New
$43.52 - $48.83 $1.91M - $2.14M
43.9K $2.1B
XOM
Exxon Mobil Corp

Energy
29.7K
New
$66.7 - $73.09 $1.98M - $2.17M
29.7K $2.07B
HDV
Ishares Core High Dividend ETF

ETFs
19.7K
New
$91.22 - $98.37 $1.8M - $1.94M
19.7K $1.93B
SCHO
Schwab Short Term Us Treasury

ETFs
37.3K
New
$50.38 - $50.71 $1.88M - $1.89M
37.3K $1.88B
WMT
Walmart Inc.

Consumer Defensive
13.3K
New
$116.12 - $121.28 $1.54M - $1.61M
13.3K $1.58B
CVX
Chevron Corp

Energy
12.7K
New
$111.71 - $122.28 $1.42M - $1.55M
12.7K $1.53B
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
99.8K
New
$14.7 - $15.12 $1.47M - $1.51M
99.8K $1.5B
TTD
Trade Desk, Inc.

Technology
5.55K
New
$18.36 - $27.35 $102K - $152K
5.55K $1.44B
T
At&T Inc.

Communication Services
36.4K
New
$27.81 - $29.93 $1.01M - $1.09M
36.4K $1.42B
CPRT
Copart Inc

Consumer Cyclical
14.9K
New
$77.43 - $91.02 $1.16M - $1.36M
14.9K $1.36B
NFLX
Netflix Inc

Communication Services
4.17K
New
$266.69 - $336.9 $1.11M - $1.4M
4.17K $1.35B
TMO
Thermo Fisher Scientific Inc.

Healthcare
3.69K
New
$271.93 - $328.04 $1M - $1.21M
3.69K $1.2B
AYX
Alteryx, Inc.

Technology
10.9K
New
$87.42 - $115.75 $956K - $1.27M
10.9K $1.09B
SHOP
Shopify Inc.

Technology
2.75K
New
$28.58 - $40.88 $78.6K - $112K
2.75K $1.09B
V
Visa Inc.

Financial Services
5.8K
New
$169.83 - $189.39 $985K - $1.1M
5.8K $1.09B
ROKU
Roku, Inc

Communication Services
8.01K
New
$102.4 - $164.28 $820K - $1.32M
8.01K $1.07B
META
Meta Platforms, Inc.

Communication Services
5.05K
New
$174.6 - $208.1 $882K - $1.05M
5.05K $1.04B
CHE
Chemed Corp

Healthcare
2.21K
New
$393.91 - $441.41 $870K - $975K
2.21K $970M
CRMT
Americas Carmart Inc

Consumer Cyclical
8.81K
New
$83.95 - $109.66 $740K - $966K
8.81K $966M
VLO
Valero Energy Corp

Energy
10.3K
New
$82.8 - $101.4 $849K - $1.04M
10.3K $960M
Bank Amer Corp
658
New
N/A
658 $953M
INTC
Intel Corp

Technology
15.2K
New
$49.39 - $60.08 $751K - $914K
15.2K $910M
BA
Boeing CO

Industrials
2.79K
New
$325.76 - $376.54 $908K - $1.05M
2.79K $908M
WM
Waste Management Inc

Industrials
7.76K
New
$108.31 - $117.44 $841K - $912K
7.76K $885M
TIP
Ishares Tr Tips Bd ETF

ETFs
7.56K
New
$115.27 - $117.05 $872K - $885K
7.56K $881M
Activity Summary
Buys All Purchases 155 New Holdings 155 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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