Cbiz Investment Advisory Services, LLC Purchases in Q3 2024

Cbiz Investment Advisory Services, LLC

  • $1.93 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BND
Vanguard Bd Index Fd Inc Total

ETFs
199K
+ 4.0%
$71.45 - $75.64 $14.2M - $15M
5.16M $388M
VTV
Vanguard Value ETF

ETFs
8.05K
+ 0.43%
$159.75 - $174.57 $1.29M - $1.41M
1.89M $331M
VEA
Vanguard Ftse Developed Market

ETFs
182K
New
$47.6 - $53.31 $8.65M - $9.68M
182K $9.59M
VO
Vanguard Mid Cap ETF

ETFs
6.68K
+ 2.07%
$237.84 - $263.83 $1.59M - $1.76M
329K $86.8M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.21K
+ 0.45%
$162.83 - $179.16 $196K - $216K
267K $47.8M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
51.4K
+ 2345.96%
$56.04 - $62.99 $2.88M - $3.23M
53.5K $3.27M
VB
Vanguard Small Cap ETF

ETFs
568
+ 0.46%
$214.77 - $237.72 $122K - $135K
125K $29.6M
HYG
Ishares Tr

ETFs
12.8K
+ 4.69%
$76.72 - $80.36 $982K - $1.03M
286K $22.9M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
13.7K
+ 4.94%
$76.38 - $78.87 $1.05M - $1.08M
291K $22.9M
VCIT
Vanguard Intermediate Term Cor

ETFs
6.88K
+ 2.58%
$79.29 - $84.02 $546K - $578K
274K $22.9M
VONE
Vanguard Russell 1000 ETF

ETFs
2.16K
+ 12.92%
$234.0 - $260.07 $506K - $562K
18.9K $4.92M
VONV
Vanguard Russell 1000 Value Et

ETFs
3.11K
+ 4.8%
$76.07 - $83.33 $236K - $259K
67.8K $5.65M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
6.21K
+ 18.85%
$57.32 - $62.65 $356K - $389K
39.2K $2.44M
DVY
Ishares Tr

ETFs
1.5K
+ 17.64%
$119.99 - $135.74 $179K - $203K
9.97K $1.35M
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
1.85K
+ 132.47%
$60.1 - $66.57 $111K - $123K
3.25K $215K
IEFA
Ishares Tr

ETFs
1.25K
+ 20.9%
$70.09 - $78.74 $87.5K - $98.3K
7.22K $563K
VGT
Vanguard Information Technolog

ETFs
170
+ 435.9%
$514.43 - $606.85 $87.5K - $103K
209 $122K
C
Citigroup Inc

Financial Services
1.29K
New
$56.11 - $67.61 $72.4K - $87.2K
1.29K $80K
IEMG
Ishares Inc

ETFs
1.2K
+ 3000.0%
$53.64 - $53.64 $64.4K - $64.4K
1.24K $66K
ETN
Eaton Corp PLC

Industrials
134
+ 16.86%
$272.52 - $333.02 $36.5K - $44.6K
929 $307K
NVDA
Nvidia Corp

Technology
506
+ 24.1%
$98.91 - $134.91 $50K - $68.3K
2.61K $316K
VPU
Vanguard Utilities ETF

ETFs
333
New
$146.64 - $174.54 $48.8K - $58.1K
333 $57K
VDC
Vanguard Consumer Staples ETF

ETFs
249
New
$201.77 - $221.32 $50.2K - $55.1K
249 $54K
RWO
Spdr Dow Jones Global Real Est

ETFs
1.01K
+ 160.79%
$41.23 - $48.48 $41.8K - $49.1K
1.64K $78K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
4
+ 0.08%
$105.53 - $118.34 $422 - $473
4.99K $583K
ABBV
Abb Vie Inc.

Healthcare
152
+ 19.1%
$163.84 - $199.33 $24.9K - $30.3K
948 $187K
BSX
Boston Scientific Corp

Healthcare
450
+ 26.01%
$72.96 - $84.0 $32.8K - $37.8K
2.18K $182K
UNH
Unitedhealth Group Inc

Healthcare
28
+ 6.45%
$488.01 - $604.18 $13.7K - $16.9K
462 $270K
MA
Mastercard Inc

Financial Services
65
+ 24.07%
$429.6 - $500.99 $27.9K - $32.6K
335 $165K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
1.01K
New
$39.95 - $45.86 $40.3K - $46.3K
1.01K $46K
PEG
Public Service Enterprise Group Inc

Utilities
381
+ 51.63%
$73.58 - $89.21 $28K - $34K
1.12K $99K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
434
+ 638.24%
$91.37 - $101.65 $39.7K - $44.1K
502 $51K
JPM
Jpmorgan Chase & CO

Financial Services
154
+ 13.16%
$194.9 - $224.8 $30K - $34.6K
1.32K $279K
VNQ
Vanguard Specialized Funds Van

ETFs
24
+ 0.83%
$82.97 - $98.97 $1.99K - $2.38K
2.91K $283K
SNY
Sanofi

Healthcare
480
+ 111.63%
$48.54 - $58.53 $23.3K - $28.1K
910 $52K
ORCL
Oracle Corp

Technology
109
+ 23.09%
$125.9 - $170.35 $13.7K - $18.6K
581 $98K
AMZN
Amazon Com Inc

Consumer Cyclical
262
+ 9.91%
$161.02 - $200.0 $42.2K - $52.4K
2.91K $541K
CME
Cme Group Inc.

Financial Services
105
+ 42.0%
$193.43 - $220.62 $20.3K - $23.2K
355 $78K
AIG
American International Group, Inc.

Financial Services
413
+ 40.61%
$70.16 - $79.23 $29K - $32.7K
1.43K $104K
ET
Energy Transfer LP

Energy
1.77K
New
$15.43 - $16.44 $27.3K - $29.1K
1.77K $28K
LVS
Las Vegas Sands Corp

Consumer Cyclical
493
+ 140.06%
$37.86 - $51.12 $18.7K - $25.2K
845 $42K
AVGO
Broadcom Inc.

Technology
2.01K
+ 897.77%
$136.27 - $1745.86 $274K - $3.51M
2.24K $385K
AMD
Advanced Micro Devices Inc

Technology
154
+ 29.33%
$128.67 - $183.96 $19.8K - $28.3K
679 $111K
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
22
+ 0.26%
$42.38 - $47.25 $932 - $1.04K
8.4K $397K
IBM
International Business Machines Corp

Technology
68
+ 52.71%
$175.1 - $223.38 $11.9K - $15.2K
197 $43K
SLB
Schlumberger Limited

Energy
492
+ 153.27%
$39.57 - $49.67 $19.5K - $24.4K
813 $34K
EMB
Ishares Tr

ETFs
200
New
$87.75 - $93.74 $17.6K - $18.7K
200 $18K
ENB
Enbridge Inc

Energy
434
+ 834.62%
$35.27 - $41.18 $15.3K - $17.9K
486 $19K
CSGP
Costar Group, Inc.

Real Estate
220
+ 104.76%
$71.59 - $79.61 $15.7K - $17.5K
430 $32K
Activity Summary
Buys All Purchases 195 New Holdings 50 Increased Positions 145 Sells All Sells 59 Reductions 59 Sold out 0 Options Calls 0 Puts 0
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