Balanced Rock Investment Advisor Purchases in Q3 2024

Balanced Rock Investment Advisor

  • $128 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
EUSB
Ishares Tr Esg Advanced Total

Technology
13.2K
+ 6.23%
$42.09 - $44.64 $556K - $590K
225K $9.98B
DMXF
Ishares Esg Advanced Msci Eafe

Technology
2.25K
+ 2.31%
$64.83 - $72.82 $146K - $164K
99.7K $7.18B
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
4.72K
+ 3.4%
$46.18 - $48.92 $218K - $231K
144K $6.99B
GPN
Global Payments Inc

Industrials
4.8K
New
$92.66 - $112.97 $445K - $542K
4.8K $492M
EMXF
Ishares Esg Advanced Msci Em E

ETFs
1.59K
+ 1.76%
$35.28 - $41.16 $56.1K - $65.4K
91.8K $3.72B
ESGD
Ishares Trust Ishares Esg Awar

ETFs
1.27K
+ 2.5%
$75.63 - $84.89 $96.3K - $108K
52.2K $4.39B
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
2.43K
+ 3.94%
$62.4 - $62.4 $151K - $151K
64K $4.24B
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
3.06K
+ 5.41%
$38.03 - $42.06 $116K - $129K
59.6K $2.49B
RAFE
Pimco Equity Ser Rafi Esg U S

ETFs
1.52K
+ 1.38%
$33.64 - $37.25 $51.2K - $56.7K
112K $4.15B
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.47K
+ 3.8%
$71.45 - $75.64 $105K - $111K
40.1K $3.01B
ESGU
Ishares Trust Ishares Esg Awar

ETFs
281
+ 1.13%
$113.45 - $126.18 $31.9K - $35.5K
25.1K $3.17B
HYXF
Ishares Tr Esg Advanced High Y

ETFs
1.65K
+ 2.82%
$44.93 - $47.34 $74.1K - $78.1K
60.1K $2.84B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
1.45K
+ 1.13%
$49.93 - $51.15 $72.1K - $73.9K
129K $6.59B
BNDX
Vanguard Total International B

ETFs
2.19K
+ 4.42%
$48.42 - $50.35 $106K - $110K
51.8K $2.61B
XJR
Ishares Tresg Screened S&P Sma

ETFs
839
+ 2.22%
$37.45 - $42.19 $31.4K - $35.4K
38.7K $1.62B
LTPZ
Pimco ETF Tr 15+ Yr Us Tips In

ETFs
1.16K
+ 3.75%
$53.17 - $58.71 $61.6K - $68K
32.1K $1.85B
VGLT
Vanguard Long Term Treasury Et

ETFs
1.06K
+ 3.83%
$56.52 - $63.23 $60K - $67.1K
28.8K $1.77B
SCHO
Schwab Short Term Us Treasury

ETFs
2.5K
+ 9.51%
$47.93 - $49.06 $120K - $123K
28.8K $1.41B
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
593
+ 1.39%
$32.04 - $37.11 $19K - $22K
43.1K $1.57B
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
508
+ 1.15%
$38.71 - $42.43 $19.7K - $21.6K
44.6K $1.89B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.34K
+ 8.68%
$41.9 - $48.26 $56.3K - $64.8K
16.8K $805M
QDEL
Quidel Ortho Corp

Healthcare
542
+ 7.99%
$29.96 - $46.4 $16.2K - $25.1K
7.33K $334M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
968
+ 2.44%
$48.06 - $49.39 $46.5K - $47.8K
40.7K $2.01B
ICLN
Ishares

ETFs
1.45K
+ 4.08%
$13.26 - $14.77 $19.2K - $21.4K
36.9K $542M
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
128
+ 1.24%
$54.75 - $61.2 $7.01K - $7.83K
10.4K $637M
VEEV
Veeva Systems Inc

Healthcare
22
+ 1.5%
$180.43 - $223.9 $3.97K - $4.93K
1.49K $312M
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
1.13K
+ 5.64%
$17.02 - $18.39 $19.2K - $20.7K
21.1K $386M
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
1.55K
+ 12.97%
$18.36 - $19.08 $28.4K - $29.5K
13.5K $257M
IEFA
Ishares Tr

ETFs
150
+ 3.99%
$70.09 - $78.74 $10.5K - $11.8K
3.91K $305M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
784
+ 9.16%
$26.01 - $27.41 $20.4K - $21.5K
9.35K $255M
HYDB
Ishares Tr Edge High Yield Def

ETFs
439
+ 8.98%
$46.14 - $48.06 $20.3K - $21.1K
5.33K $256M
SCPH
Sc Pharmaceuticals Inc.

Healthcare
1.62K
+ 2.57%
$4.12 - $5.51 $6.67K - $8.93K
64.8K $295M
WSM
Williams Sonoma Inc

Consumer Cyclical
1.23K
+ 88.71%
$128.47 - $280.94 $158K - $346K
2.62K $406M
FLTR
Vaneck ETF Tr Investment Grade

ETFs
409
+ 2.56%
$25.19 - $25.5 $10.3K - $10.4K
16.4K $417M
SAM
Boston Beer CO Inc

Consumer Defensive
10
+ 1.18%
$265.09 - $301.9 $2.65K - $3.02K
857 $248M
CMLS
Cumulus Media Inc

Communication Services
17.1K
+ 18.92%
$1.31 - $2.14 $22.5K - $36.7K
108K $141M
PAGS
Pag Seguro Digital Ltd.

Technology
1.42K
+ 3.08%
$8.61 - $14.6 $12.2K - $20.7K
47.6K $410M
Activity Summary
Buys All Purchases 38 New Holdings 2 Increased Positions 36 Sells All Sells 46 Reductions 46 Sold out 0 Options Calls 0 Puts 0
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