Shotwell Rutter Baer Inc Purchases in Q3 2024

Shotwell Rutter Baer Inc

  • $122 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AVLV
American Centy ETF Tr Avantis
7.74K
+ 3.94%
$60.05 - $65.83 $465K - $510K
204K $13.5B
VTI
Vanguard Total Stock Market Et

ETFs
1.15K
+ 1.64%
$255.18 - $283.2 $292K - $324K
70.9K $20.1B
AVUV
American Centy ETF Tr Avantis

ETFs
2.22K
+ 2.4%
$88.24 - $99.7 $195K - $221K
94.7K $9.07B
VCIT
Vanguard Intermediate Term Cor

ETFs
4.49K
+ 3.44%
$79.29 - $84.02 $356K - $377K
135K $11.2B
AVEM
American Centy ETF Tr Avantis

ETFs
3.17K
+ 2.56%
$57.2 - $65.59 $181K - $208K
127K $8.36B
Dimensional ETF Trust
3.59K
+ 2.27%
N/A
162K $4.56B
VEA
Vanguard Ftse Developed Market

ETFs
4.85K
+ 3.03%
$47.6 - $53.31 $231K - $258K
165K $8.59B
DISV
Dimensional ETF Tr Dimensional

ETFs
7.25K
+ 3.26%
$26.06 - $29.18 $189K - $211K
229K $6.6B
VGIT
Vanguard Intermediate Term Tre

ETFs
5.29K
+ 4.22%
$57.8 - $60.8 $305K - $321K
130K $7.78B
DFIV
Dimensional ETF Tr

ETFs
4.66K
+ 3.57%
$34.66 - $38.38 $162K - $179K
135K $5.13B
ITW
Illinois Tool Works Inc

Industrials
854
New
$233.14 - $263.97 $199K - $225K
854 $221M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
3.14K
+ 3.83%
$48.06 - $49.39 $151K - $155K
85.2K $4.16B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
1.56K
+ 3.37%
$76.94 - $79.54 $120K - $124K
47.9K $3.77B
NULV
Nuveen Esg Large Cap Value ETF

ETFs
1.81K
+ 8.14%
$37.61 - $41.72 $67.9K - $75.3K
24K $993M
DMXF
Ishares Esg Advanced Msci Eafe

Technology
933
+ 5.73%
$64.83 - $72.82 $60.5K - $67.9K
17.2K $1.22B
USXF
Ishares Esg Advanced Msci Usa

Technology
1.11K
+ 5.87%
$43.59 - $49.35 $48.4K - $54.8K
20K $983M
NUSC
Nuveen Esg Small Cap ETF

ETFs
965
+ 8.68%
$38.89 - $42.97 $37.5K - $41.5K
12.1K $513M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
765
+ 7.17%
$32.04 - $37.11 $24.5K - $28.4K
11.4K $427M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
1.04K
+ 2.04%
$25.38 - $26.27 $26.5K - $27.4K
52.1K $1.36B
BGRN
Ishares Trust Ishares Usd Gre

ETFs
680
+ 5.15%
$46.29 - $48.52 $31.5K - $33K
13.9K $664M
VCEB
Vanguard World Fd Esg U S Corp

ETFs
380
+ 5.82%
$61.6 - $65.13 $23.4K - $24.7K
6.91K $443M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
869
+ 5.07%
$24.38 - $25.2 $21.2K - $21.9K
18K $449M
Activity Summary
Buys All Purchases 23 New Holdings 1 Increased Positions 22 Sells All Sells 7 Reductions 7 Sold out 0 Options Calls 0 Puts 0
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