Bell Investment Advisors, Inc Purchases in Q3 2024

Bell Investment Advisors, Inc

  • $542 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
TLT
Ishares Barclays 20+ Year Trea

ETFs
13.4K
+ 4.23%
$89.91 - $101.33 $1.2M - $1.35M
329K $32.3M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
34K
+ 4.03%
$44.9 - $47.55 $1.53M - $1.62M
878K $41.5M
SCHX
Schwab Strategic Tr Us Large C

ETFs
23.4K
+ 7.69%
$61.11 - $67.85 $1.43M - $1.59M
328K $22.3M
GBIL
Goldman Sachs Access Treasury

ETFs
20.5K
+ 3.94%
$99.7 - $100.3 $2.05M - $2.06M
542K $54.3M
FNDF
Schwab Fundamental Intl Large

ETFs
13.9K
+ 2.22%
$33.67 - $37.71 $467K - $523K
639K $23.9M
TDTT
Flexshares Tr Iboxx 3 Yr Targe

ETFs
45.8K
+ 2.68%
$23.43 - $24.12 $1.07M - $1.11M
1.76M $42.3M
VTV
Vanguard Value ETF

ETFs
150
+ 0.15%
$159.75 - $174.57 $24K - $26.2K
98K $17.1M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
17.7K
+ 7.08%
$36.98 - $41.55 $654K - $735K
267K $11M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
7.74K
+ 7.21%
$77.02 - $85.06 $596K - $659K
115K $9.74M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
3.71K
+ 2.47%
$64.57 - $71.76 $239K - $266K
154K $11M
GSSC
Goldman Sachs ETF Tr Activebet

ETFs
9.35K
+ 12.42%
$62.57 - $70.53 $585K - $660K
84.7K $5.87M
SCHA
Schwab Strategic Tr Us Small C

ETFs
10.4K
+ 8.82%
$46.9 - $51.96 $486K - $539K
128K $6.59M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
609
+ 0.61%
$175.46 - $203.3 $107K - $124K
99.9K $20.3M
VGLT
Vanguard Long Term Treasury Et

ETFs
2.03K
+ 1.35%
$56.52 - $63.23 $115K - $129K
153K $9.41M
FNDC
Schwab Fundamental Intl Small

ETFs
668
+ 0.37%
$33.85 - $38.5 $22.6K - $25.7K
180K $6.88M
IQLT
Ishares Msci Intl Quality Fact

ETFs
693
+ 0.35%
$37.37 - $41.82 $25.9K - $29K
199K $8.24M
ISCF
Ishares Msci Intl Small Cap Mu

ETFs
5.67K
+ 6.51%
$31.39 - $35.47 $178K - $201K
92.7K $3.27M
SCHC
Schwab Strategic Tr Intl Small

ETFs
686
+ 0.7%
$34.48 - $38.87 $23.7K - $26.7K
98K $3.78M
CMF
Ishares California Muni Bond E

ETFs
3.66K
+ 6.58%
$56.65 - $58.17 $208K - $213K
59.4K $3.45M
VTI
Vanguard Total Stock Market Et

ETFs
797
+ 122.43%
$255.18 - $283.2 $203K - $226K
1.45K $410K
IEMG
Ishares Inc

ETFs
2.92K
+ 2.32%
$53.64 - $53.64 $156K - $156K
129K $6.91M
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.48K
+ 8.22%
$71.45 - $75.64 $106K - $112K
19.5K $1.46M
TSLA
Tesla, Inc.

Consumer Cyclical
54
+ 2.39%
$191.76 - $263.26 $10.4K - $14.2K
2.31K $604K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
649
+ 2.65%
$55.06 - $62.25 $35.7K - $40.4K
25.1K $1.55M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
2.15K
+ 604.49%
$58.03 - $65.37 $125K - $141K
2.51K $162K
PRF
Invesco Exchange Traded Fd Tr

ETFs
117
+ 0.24%
$37.33 - $40.63 $4.37K - $4.75K
48.5K $1.97M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
257
+ 0.53%
$25.45 - $29.53 $6.54K - $7.59K
49.1K $1.43M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
522
+ 1.68%
$38.03 - $42.06 $19.9K - $22K
31.6K $1.32M
PINS
Pinterest, Inc.

Communication Services
3.34K
+ 485.34%
$28.66 - $43.51 $95.8K - $145K
4.03K $130K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
6
+ 0.06%
$112.99 - $126.45 $678 - $759
9.57K $1.21M
VBR
Vanguard Small Cap Value ETF

ETFs
185
+ 8.86%
$179.99 - $201.6 $33.3K - $37.3K
2.27K $456K
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
240
+ 1.19%
$42.38 - $47.25 $10.2K - $11.3K
20.3K $961K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
137
+ 2.11%
$113.45 - $126.18 $15.5K - $17.3K
6.62K $834K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
120
+ 1.45%
$75.63 - $84.89 $9.08K - $10.2K
8.4K $707K
ABBV
Abb Vie Inc.

Healthcare
6
+ 0.29%
$163.84 - $199.33 $983 - $1.2K
2.07K $408K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
329
+ 2.28%
$32.04 - $37.11 $10.5K - $12.2K
14.8K $538K
META
Meta Platforms, Inc.

Communication Services
5
+ 0.67%
$453.41 - $572.44 $2.27K - $2.86K
755 $432K
UNH
Unitedhealth Group Inc

Healthcare
28
+ 6.13%
$488.01 - $604.18 $13.7K - $16.9K
485 $283K
VV
Vanguard Large Cap ETF

ETFs
7
+ 0.2%
$236.92 - $263.4 $1.66K - $1.84K
3.55K $933K
SPGI
S&P Global Inc.

Financial Services
2
+ 0.29%
$446.32 - $527.38 $893 - $1.05K
682 $352K
KEYS
Keysight Technologies, Inc.

Technology
3
+ 0.15%
$119.86 - $158.87 $360 - $477
2.06K $326K
VLUE
Ishares Msci Usa Value Factor

ETFs
227
+ 6.94%
$99.14 - $109.18 $22.5K - $24.8K
3.5K $381K
SHE
Spdr Ser Tr Ssga Gender Divers

ETFs
50
+ 0.71%
$102.79 - $114.21 $5.14K - $5.71K
7.05K $801K
JNJ
Johnson & Johnson

Healthcare
167
+ 28.31%
$145.48 - $167.38 $24.3K - $28K
757 $122K
ORCL
Oracle Corp

Technology
8
+ 0.74%
$125.9 - $170.35 $1.01K - $1.36K
1.1K $186K
TMO
Thermo Fisher Scientific Inc.

Healthcare
4
+ 1.02%
$531.86 - $624.21 $2.13K - $2.5K
398 $246K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
418
+ 5.27%
$49.93 - $51.15 $20.9K - $21.4K
8.35K $426K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
14
+ 0.22%
$41.9 - $48.26 $587 - $676
6.43K $307K
HD
Home Depot, Inc.

Consumer Cyclical
2
+ 0.5%
$333.64 - $405.2 $667 - $810
400 $162K
Activity Summary
Buys All Purchases 394 New Holdings 33 Increased Positions 361 Sells All Sells 545 Reductions 545 Sold out 0 Options Calls 0 Puts 0
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