Ipsen Advisor Group LLC Sells in Q4 2024

Ipsen Advisor Group LLC

  • $117 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-13.9K
- 50.73%
$75.65 - $83.47 $1.05M - $1.16M
13.5K $1.03B
QUAL
Ishares Msci Usa Quality Facto

ETFs
-8.76K
- 59.4%
$176.42 - $186.91 $1.54M - $1.64M
5.99K $1.07B
DGRO
Ishares Core Dividend Growth E

ETFs
-14.5K
- 48.98%
$60.73 - $64.94 $878K - $939K
15.1K $924M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-13.5K
- 48.14%
$124.61 - $133.96 $1.68M - $1.81M
14.5K $1.87B
IEF
Ishares Barclays

ETFs
-4.21K
- 57.85%
$92.08 - $98.18 $387K - $413K
3.07K $283M
XOM
Exxon Mobil Corp

Energy
-2.96K
- 31.64%
$105.51 - $125.37 $312K - $371K
6.4K $688M
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
-10.9K
- 69.28%
$44.28 - $51.47 $483K - $561K
4.84K $229M
NUSC
Nuveen Esg Small Cap ETF

ETFs
-10.4K
- 50.2%
$41.74 - $46.2 $433K - $479K
10.3K $431M
ISCV
Ishares Morningstar Small Cap

ETFs
-16.5K
- 23.35%
$62.21 - $69.5 $1.02M - $1.14M
54.1K $3.43B
VBR
Vanguard Small Cap Value ETF

ETFs
-1.77K
- 63.11%
$197.36 - $217.3 $350K - $385K
1.04K $205M
IGLB
Ishares 10+ Year Investment Gr

ETFs
-1.74K
- 27.97%
$49.36 - $53.72 $86K - $93.6K
4.49K $222M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-1.61K
- 25.2%
$126.68 - $134.74 $204K - $217K
4.78K $610M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-1.32K
- 34.19%
$88.59 - $94.57 $116K - $124K
2.53K $225M
KO
Coca Cola CO

Consumer Defensive
-573
- 14.84%
$61.74 - $71.71 $35.4K - $41.1K
3.29K $205M
XLP
Consumer Staples Sector Spdr

ETFs
-624
- 13.39%
N/A
4.04K $317M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-1.25K
- 21.08%
$44.04 - $49.49 $55.1K - $61.9K
4.68K $206M
XLE
Energy Sector Spdr

ETFs
-53
- 0.48%
$83.32 - $97.27 $4.42K - $5.16K
11.1K $951M
XLV
Select Sector Spdr Fund Health

ETFs
-109
- 1.33%
$136.28 - $154.74 $14.9K - $16.9K
8.07K $1.11B
SO
Southern CO

Utilities
-156
- 5.04%
$81.5 - $94.15 $12.7K - $14.7K
2.94K $242M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-410
- 6.01%
$67.29 - $73.38 $27.6K - $30.1K
6.41K $435M
SPY
Spdr S&P 500 ETF Trust

ETFs
-836
- 32.54%
$567.81 - $607.81 $475K - $508K
1.73K $1.02B
MCD
Mcdonalds Corp

Consumer Cyclical
-10
- 0.64%
$288.47 - $316.54 $2.88K - $3.17K
1.54K $447M
BAH
Booz Allen Hamilton Holding Corp

Industrials
-7
- 0.21%
$128.36 - $186.0 $899 - $1.3K
3.35K $431M
IVV
Ishares Core S&P 500 ETF

ETFs
-305
- 23.52%
$570.51 - $610.59 $174K - $186K
992 $584M
WM
Waste Management Inc

Industrials
-420
- 10.98%
$201.79 - $228.46 $84.8K - $96K
3.41K $687M
XLI
Industrial Sector Spdr

ETFs
-38
- 0.99%
$131.76 - $143.99 $5.01K - $5.47K
3.78K $498M
ILCV
Ishares Morningstar Value ETF

ETFs
-1.23K
- 9.76%
$80.23 - $85.43 $98.9K - $105K
11.4K $923M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-632
- 22.07%
$170.03 - $192.78 $107K - $122K
2.23K $413M
VUG
Vanguard Growth ETF

ETFs
-617
- 30.68%
$378.79 - $428.11 $234K - $264K
1.39K $572M
V
Visa Inc.

Financial Services
-50
- 2.37%
$273.87 - $320.91 $13.7K - $16K
2.06K $651M
VGT
Vanguard Information Technolog

ETFs
-30
- 3.74%
$571.78 - $647.97 $17.2K - $19.4K
772 $480M
AAPL
Apple Inc.

Technology
-559
- 8.08%
$221.69 - $259.02 $124K - $145K
6.36K $1.59B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-216
- 6.54%
$481.22 - $538.17 $104K - $116K
3.09K $1.58B
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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