American Trust Purchases in Q4 2024

American Trust

  • $1.2 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
QQQ
Invesco Qqq Trust, Series 1

ETFs
42.6K
+ 1669.0%
$481.22 - $538.17 $20.5M - $22.9M
45.2K $23.1M
IWF
Ishares Russell 1000 Gr ETF

ETFs
23.8K
New
$370.24 - $418.94 $8.8M - $9.96M
23.8K $9.55M
AOM
Ishares Tr Core Moderate Alloc

ETFs
166K
New
$43.44 - $45.05 $7.21M - $7.47M
166K $7.21M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
5.54K
+ 1.57%
$521.84 - $558.82 $2.89M - $3.1M
359K $193M
VGIT
Vanguard Intermediate Term Tre

ETFs
118K
New
$57.78 - $60.4 $6.81M - $7.12M
118K $6.83M
JEPI
J P Morgan Exchange Traded Fd

ETFs
87.3K
New
$57.53 - $60.83 $5.02M - $5.31M
87.3K $5.02M
SPY
Spdr S&P 500 ETF Trust

ETFs
8.2K
+ 202.32%
$567.81 - $607.81 $4.66M - $4.99M
12.3K $7.18M
GLDM
World Gold Trust

ETFs
88.9K
+ 1421.19%
$50.76 - $55.23 $4.51M - $4.91M
95.1K $4.94M
IVV
Ishares Core S&P 500 ETF

ETFs
7.36K
+ 297.49%
$570.51 - $610.59 $4.2M - $4.49M
9.83K $5.79M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
42K
New
$72.18 - $81.41 $3.03M - $3.42M
42K $3.17M
IWP
Ishares Russell Mid Cap Growth

ETFs
19.6K
New
$116.4 - $138.52 $2.29M - $2.72M
19.6K $2.49M
VGT
Vanguard Information Technolog

ETFs
3.89K
New
$571.78 - $647.97 $2.22M - $2.52M
3.89K $2.42M
IWD
Ishares Russell 1000 Val ETF

ETFs
12.5K
+ 642.06%
$183.23 - $199.79 $2.28M - $2.49M
14.4K $2.67M
IWY
Ishares Tr Russell 200 Growth

ETFs
9.31K
New
$216.72 - $244.71 $2.02M - $2.28M
9.31K $2.19M
VTI
Vanguard Total Stock Market Et

ETFs
7.02K
+ 72.97%
$280.04 - $302.45 $1.96M - $2.12M
16.6K $4.82M
ABBV
Abb Vie Inc.

Healthcare
12.4K
+ 185.62%
$164.99 - $203.87 $2.05M - $2.53M
19.1K $3.4M
IAU
Ishares Gold Trust

ETFs
36.3K
New
$48.37 - $52.65 $1.76M - $1.91M
36.3K $1.8M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
12.3K
New
$113.92 - $127.38 $1.4M - $1.56M
12.3K $1.42M
IWS
Ishares Russell Midcap Value E

ETFs
10.8K
New
$128.08 - $140.32 $1.38M - $1.52M
10.8K $1.4M
GOOGL
Alphabet Inc.

Communication Services
3.9K
+ 15.98%
$161.86 - $196.66 $632K - $768K
28.3K $5.36M
VGSH
Vanguard

ETFs
22.1K
+ 23.68%
$58.02 - $58.88 $1.28M - $1.3M
116K $6.73M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
4.13K
New
$278.19 - $315.36 $1.15M - $1.3M
4.13K $1.19M
IEMG
Ishares Inc

ETFs
21.2K
+ 234.18%
N/A
30.3K $1.62M
VNQ
Vanguard Specialized Funds Van

ETFs
12.6K
New
$87.85 - $98.6 $1.11M - $1.24M
12.6K $1.12M
ITOT
Ishares Core S&P Total U.S. St

ETFs
8.58K
New
$124.26 - $134.12 $1.07M - $1.15M
8.58K $1.1M
XLK
Technology Sector Spdr

ETFs
4.51K
New
$220.26 - $241.44 $992K - $1.09M
4.51K $1.05M
GLD
Spdr Gold Trust

ETFs
4.25K
New
$236.59 - $257.5 $1M - $1.09M
4.25K $1.03M
MA
Mastercard Inc

Financial Services
1.13K
+ 10.11%
$491.3 - $536.15 $554K - $605K
12.3K $6.47M
RPG
Invesco Exchange Traded Fd Tr

ETFs
22.2K
New
$38.88 - $44.07 $864K - $979K
22.2K $916K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
7.7K
+ 195.53%
$111.85 - $120.71 $861K - $929K
11.6K $1.34M
SCHV
Schwab Strategic Tr Us Large C

ETFs
34.3K
New
$25.79 - $80.4 $884K - $2.76M
34.3K $893K
BKNG
Booking Holdings Inc.

Consumer Cyclical
175
New
$4100.99 - $5300.34 $718K - $928K
175 $869K
VOE
Vanguard Mid Cap Value Index F

ETFs
5K
+ 231.45%
$160.89 - $176.18 $804K - $880K
7.16K $1.16M
NVDA
Nvidia Corp

Technology
116
+ 0.2%
$117.0 - $148.88 $13.6K - $17.3K
58.4K $7.84M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
27.3K
New
$26.93 - $84.95 $735K - $2.32M
27.3K $745K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
40.1K
New
$18.41 - $40.87 $739K - $1.64M
40.1K $742K
IVW
Ishares S&P 500 Growth ETF

ETFs
6.96K
+ 182.94%
$94.43 - $105.47 $657K - $734K
10.8K $1.09M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
13.7K
New
$51.54 - $52.55 $704K - $718K
13.7K $706K
INTU
Intuit Inc

Technology
1.1K
+ 60.47%
$602.01 - $706.25 $660K - $775K
2.91K $1.83M
BOND
Pimco Active Bond Exchange Tra

ETFs
7.76K
New
$90.42 - $94.5 $701K - $733K
7.76K $701K
OEF
Ishares S&P 100 ETF

ETFs
2.51K
New
N/A
2.51K $666K
VHT
Vanguard Health Care ETF

ETFs
2.61K
New
$250.81 - $283.3 $655K - $740K
2.61K $662K
IVE
Ishares S&P 500 Value ETF

ETFs
3.4K
New
$189.5 - $206.17 $645K - $702K
3.4K $649K
VTV
Vanguard Value ETF

ETFs
3.88K
+ 60.16%
$168.32 - $181.87 $654K - $706K
10.3K $1.75M
TWLO
Twilio Inc

Communication Services
4.37K
+ 127.06%
$63.73 - $114.96 $279K - $502K
7.81K $844K
IEFA
Ishares Tr

ETFs
9.13K
+ 282.98%
$70.06 - $77.43 $639K - $707K
12.4K $868K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
6.04K
New
$96.64 - $101.23 $584K - $612K
6.04K $585K
SCHA
Schwab Strategic Tr Us Small C

ETFs
22.1K
New
$25.33 - $51.16 $559K - $1.13M
22.1K $571K
IWN
Ishares Russell2000 Val ETF

ETFs
3.45K
New
$162.69 - $181.35 $561K - $625K
3.45K $566K
Activity Summary
Buys All Purchases 178 New Holdings 93 Increased Positions 85 Sells All Sells 121 Reductions 121 Sold out 0 Options Calls 0 Puts 0
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