Ipsen Advisor Group LLC Purchases in Q4 2024

Ipsen Advisor Group LLC

  • $117 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
RWK
Invesco Exchange Traded Fd Tr

ETFs
40.8K
New
$114.67 - $126.49 $4.68M - $5.17M
40.8K $4.75B
JPSE
J P Morgan Diversified Return

ETFs
92.5K
+ 850.01%
$46.77 - $51.7 $4.33M - $4.78M
103K $4.84B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
83.5K
New
$44.87 - $46.86 $3.74M - $3.91M
83.5K $3.74B
ILCG
Ishares Morningstar Growth ETF
7.56K
+ 13.12%
N/A
65.2K $5.84B
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
30K
+ 24.94%
$40.97 - $42.66 $1.23M - $1.28M
150K $6.23B
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
11.8K
+ 18.33%
$72.18 - $81.41 $853K - $962K
76.3K $5.76B
ISCG
Ishares Morningstar Small Cap

ETFs
21.3K
+ 24.78%
$48.22 - $54.03 $1.02M - $1.15M
107K $5.29B
IMCV
Ishares Morningstar Mid Cap Va

ETFs
16.8K
+ 27.14%
$73.19 - $81.02 $1.23M - $1.36M
78.6K $5.84B
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
48.5K
New
$35.45 - $40.33 $1.72M - $1.96M
48.5K $1.74B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
28.8K
+ 239.91%
$50.62 - $50.97 $1.46M - $1.47M
40.8K $2.07B
COPX
Global X Copper Miners ETF

ETFs
37K
New
$38.17 - $48.57 $1.41M - $1.8M
37K $1.41B
XLF
Financial Sector Spdr

ETFs
27.7K
New
$44.89 - $51.34 $1.25M - $1.42M
27.7K $1.34B
HSCZ
Ishares Tr Currency Hedged Msc

ETFs
21.9K
+ 28.91%
$31.59 - $32.95 $692K - $722K
97.7K $3.13B
DVYE
Ishares Emerging Markets Divid

ETFs
42.5K
New
$25.42 - $29.74 $1.08M - $1.26M
42.5K $1.1B
FIW
First Trust Water ETF

ETFs
10.1K
New
$102.02 - $110.91 $1.03M - $1.12M
10.1K $1.03B
AVGO
Broadcom Inc.

Technology
5.58K
+ 649.07%
$159.67 - $250.0 $891K - $1.4M
6.44K $1.49B
IAU
Ishares Gold Trust

ETFs
11.3K
+ 39.5%
$48.37 - $52.65 $548K - $596K
40K $1.98B
IXJ
Ishares Global Healthcare ETF

ETFs
10.9K
New
$85.65 - $98.34 $930K - $1.07M
10.9K $934M
WMT
Walmart Inc.

Consumer Defensive
11.3K
+ 149.79%
$79.1 - $95.7 $894K - $1.08M
18.8K $1.7B
ALL
Allstate Corp

Financial Services
3.06K
New
$181.25 - $208.2 $554K - $636K
3.06K $589M
MSFT
Microsoft Corp

Technology
108
+ 3.63%
$406.35 - $454.46 $43.9K - $49.1K
3.08K $1.3B
OKE
Oneok Inc

Energy
5.78K
New
$92.28 - $117.05 $534K - $677K
5.78K $581M
EELV
Invesco ETF Tr Ii S&P Emerging

ETFs
24.5K
+ 133.4%
$23.41 - $25.88 $573K - $633K
42.8K $1B
DLX
Deluxe Corp

Communication Services
23.6K
New
$18.62 - $24.16 $440K - $570K
23.6K $533M
HIG
Hartford Financial Services Group, Inc.

Financial Services
4.04K
New
$107.06 - $123.74 $432K - $500K
4.04K $442M
AWK
American Water Works Company, Inc.

Utilities
3.36K
New
$123.83 - $146.07 $416K - $490K
3.36K $418M
EMR
Emerson Electric CO

Industrials
3.22K
New
$108.13 - $134.33 $348K - $433K
3.22K $399M
VFH
Vanguard Financial ETF

ETFs
208
+ 2.13%
$108.87 - $126.2 $22.6K - $26.2K
9.97K $1.18B
JPM
Jpmorgan Chase & CO

Financial Services
494
+ 22.08%
$205.18 - $250.29 $101K - $124K
2.73K $655M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
1.69K
+ 9.56%
$99.2 - $108.47 $168K - $184K
19.4K $1.93B
SRE
Sempra Energy

Utilities
5.58K
+ 198.19%
$80.81 - $94.77 $451K - $529K
8.39K $736M
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.12K
+ 47.95%
$178.39 - $215.0 $200K - $241K
3.46K $668M
EWX
Spdr S&P Emerging Markets Smal

ETFs
4.87K
New
$58.61 - $64.79 $285K - $315K
4.87K $285M
TSN
Tyson Foods, Inc.

Consumer Defensive
5.29K
+ 94.32%
$57.14 - $64.54 $302K - $342K
10.9K $627M
EOG
Eog Resources Inc

Energy
2.24K
+ 130.31%
$118.22 - $136.54 $265K - $306K
3.97K $486M
CAT
Caterpillar Inc

Industrials
713
New
$360.37 - $416.88 $257K - $297K
713 $259M
XLY
Select Sector Spdr Consumer Di

ETFs
1.03K
New
$194.8 - $239.43 $200K - $246K
1.03K $230M
AMZN
Amazon Com Inc

Consumer Cyclical
1.04K
New
$180.88 - $232.93 $188K - $243K
1.04K $229M
ADI
Analog Devices Inc

Technology
676
+ 46.17%
$206.35 - $236.48 $139K - $160K
2.14K $455M
PG
Procter & Gamble CO

Consumer Defensive
1.23K
New
$161.05 - $179.7 $198K - $220K
1.23K $206M
ABT
Abbott Laboratories

Healthcare
1.67K
+ 60.95%
$111.93 - $119.39 $187K - $200K
4.42K $500M
MDT
Medtronic PLC

Healthcare
2.13K
+ 58.71%
$79.61 - $92.24 $169K - $196K
5.75K $459M
SCHG
Schwab Strategic Tr Us Large C

ETFs
10.6K
+ 231.82%
$25.93 - $105.3 $274K - $1.11M
15.1K $421M
TXN
Texas Instruments Inc

Technology
518
+ 17.49%
N/A
3.48K $652M
PRU
Prudential Financial Inc

Financial Services
105
+ 1.79%
$114.59 - $129.52 $12K - $13.6K
5.98K $709M
PEP
Pepsico Inc

Consumer Defensive
1.12K
+ 56.93%
$151.29 - $176.1 $170K - $197K
3.09K $470M
NEE
Nextera Energy Inc

Utilities
1.77K
+ 46.87%
$69.77 - $85.43 $123K - $151K
5.54K $397M
UNP
Union Pacific Corp

Industrials
164
+ 7.97%
$223.15 - $249.32 $36.6K - $40.9K
2.22K $507M
XLB
Select Sector Spdr Fd Material

ETFs
141
+ 1.82%
$83.8 - $97.58 $11.8K - $13.8K
7.88K $663M
Activity Summary
Buys All Purchases 58 New Holdings 20 Increased Positions 38 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
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