Callan Family Office, LLC Sells in Q2 2025

Callan Family Office, LLC

  • $3.17 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IWD
Ishares Russell 1000 Val ETF

ETFs
-9.67K
- 11.59%
$166.82 - $194.23 $1.61M - $1.88M
73.8K $14.3B
BRK-A
Berkshire Hathaway Inc

Financial Services
-1
- 16.67%
$725400.0 - $809350.0 $725K - $809K
5 $3.64B
IVE
Ishares S&P 500 Value ETF

ETFs
-6.89K
- 5.78%
$168.34 - $195.42 $1.16M - $1.35M
112K $21.9B
REET
Ishares Global Reit ETF

ETFs
-16.7K
- 14.43%
$21.59 - $25.16 $361K - $421K
99.2K $2.45B
IWM
Ishares Russell 2000 ETF

ETFs
-5.3K
- 9.31%
$174.82 - $215.79 $926K - $1.14M
51.6K $11.1B
SHV
Ishares Tr

ETFs
-1.14K
- 11.53%
$110.06 - $110.46 $125K - $125K
8.71K $961M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-843
- 22.13%
$73.02 - $90.22 $61.6K - $76.1K
2.97K $265M
VOE
Vanguard Mid Cap Value Index F

ETFs
-433
- 6.09%
$141.87 - $164.49 $61.4K - $71.2K
6.68K $1.1B
TNYA
Tenaya Therapeutics, Inc.

Healthcare
-51.9K
- 58.87%
$0.39 - $0.69 $20.2K - $35.8K
36.3K $22.2M
HLVX
Hille Vax, Inc.

Healthcare
-7.59K
- 39.29%
$1.39 - $2.04 $10.6K - $15.5K
11.7K $23.4M
VO
Vanguard Mid Cap ETF

ETFs
-165
- 3.24%
$228.54 - $279.83 $37.7K - $46.2K
4.93K $1.38B
OEF
Ishares S&P 100 ETF

ETFs
-265
- 5.77%
N/A
4.33K $1.32B
GLD
Spdr Gold Trust

ETFs
-867
- 4.18%
$273.71 - $316.29 $237K - $274K
19.9K $6.06B
IWB
Ishares Tr Russell 1000 ETF

ETFs
-100
- 2.37%
$272.36 - $339.57 $27.2K - $34K
4.12K $1.4B
IWP
Ishares Russell Mid Cap Growth

ETFs
-229
- 2.83%
$104.34 - $138.68 $23.9K - $31.8K
7.86K $1.09B
IJK
Ishares S&P Midcap 400 Growth

ETFs
-6.02K
- 6.64%
$73.7 - $90.98 $443K - $547K
84.6K $7.7B
EFG
Msci Eafe Growth ETF

ETFs
-3.27K
- 7.25%
$89.8 - $112.0 $294K - $366K
41.8K $4.68B
EFV
Msci Eafe Value ETF

ETFs
-4.08K
- 3.74%
$52.4 - $64.65 $214K - $264K
105K $6.67B
VEA
Vanguard Ftse Developed Market

ETFs
-1.57K
- 1.78%
$45.65 - $57.01 $71.8K - $89.7K
86.7K $4.94B
VTI
Vanguard Total Stock Market Et

ETFs
-4.47K
- 7.17%
$243.75 - $303.93 $1.09M - $1.36M
57.9K $17.6B
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-292
- 1.45%
$468.22 - $566.51 $137K - $165K
19.9K $11.3B
SPY
Spdr S&P 500 ETF Trust

ETFs
-460
- 0.87%
$496.48 - $617.85 $228K - $284K
52.3K $32.3B
Activity Summary
Buys All Purchases 881 New Holdings 398 Increased Positions 483 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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