Choate Investment Advisors Purchases in Q2 2025

Choate Investment Advisors

  • $4.32 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IHI
Ishares Tr Dow Jones Us Medica

ETFs
600
New
$54.27 - $63.01 $32.6K - $37.8K
600 $37K
WIP
Spdr Ser Tr Ftse Intl Govt Inf

ETFs
923
New
$36.63 - $39.88 $33.8K - $36.8K
923 $36K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
440
New
$77.74 - $78.78 $34.2K - $34.7K
440 $34K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
250
New
$108.87 - $133.04 $27.2K - $33.3K
250 $33K
IJS
Ishares S&P Smallcap 600 Value

ETFs
335
New
$83.54 - $100.04 $28K - $33.5K
335 $33K
SAN
Banco Santander, S.A.

Financial Services
814
+ 5.25%
$5.72 - $8.32 $4.66K - $6.77K
16.3K $135K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
428
New
$57.14 - $72.68 $24.5K - $31.1K
428 $31K
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
1.51K
New
$18.96 - $20.43 $28.7K - $30.9K
1.51K $30K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
1.16K
New
$17.76 - $22.1 $20.6K - $25.6K
1.16K $25K
SCHK
Schwab Strategic Tr 1000 Index

ETFs
870
New
$23.87 - $29.82 $20.8K - $25.9K
870 $25K
AMCR
Amcor PLC

Consumer Cyclical
3.58K
+ 22.82%
$8.57 - $9.81 $30.7K - $35.1K
19.3K $176K
DRI
Darden Restaurants Inc

Consumer Cyclical
4
+ 0.18%
$186.58 - $225.78 $746 - $903
2.24K $487K
XLRE
Select Sector Spdr Tr Real Est

ETFs
554
New
$37.08 - $42.26 $20.5K - $23.4K
554 $22K
WEC
Wec Energy Group, Inc.

Utilities
335
+ 11.37%
$102.24 - $109.76 $34.3K - $36.8K
3.28K $341K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
803
New
N/A
803 $19K
MDT
Medtronic PLC

Healthcare
286
+ 12.32%
$80.68 - $88.86 $23.1K - $25.4K
2.61K $227K
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
837
New
$22.7 - $23.33 $19K - $19.5K
837 $19K
XLG
Invesco Exchange Traded Fd Tr

ETFs
360
New
$40.94 - $52.1 $14.7K - $18.8K
360 $18K
INTC
Intel Corp

Technology
1.87K
+ 2.2%
$18.13 - $22.69 $33.8K - $42.3K
86.8K $1.94M
CME
Cme Group Inc.

Financial Services
5
+ 0.36%
$252.37 - $290.71 $1.26K - $1.45K
1.38K $380K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
310
New
$49.73 - $51.44 $15.4K - $15.9K
310 $15K
KIE
Spdr S&P Insurance ETF

ETFs
240
New
$53.63 - $61.12 $12.9K - $14.7K
240 $14K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
151
New
$52.84 - $65.52 $7.98K - $9.89K
151 $9K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
53
New
$108.06 - $135.3 $5.73K - $7.17K
53 $7K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
76
New
$75.29 - $91.16 $5.72K - $6.93K
76 $6K
SWK
Stanley Black & Decker, Inc.

Industrials
829
+ 15.15%
$55.86 - $76.98 $46.3K - $63.8K
6.3K $426K
QCLN
First Tr Nasdaq Clean Edge Gre

ETFs
150
New
$24.46 - $33.16 $3.67K - $4.97K
150 $4K
KRE
Spdr S&P Regional Banking ETF

ETFs
80
New
$48.81 - $59.48 $3.9K - $4.76K
80 $4K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
162
New
$22.43 - $23.23 $3.63K - $3.76K
162 $3K
LIT
Global X Fds Global X Lithium

ETFs
97
New
$31.82 - $39.24 $3.09K - $3.81K
97 $3K
MBB
Ishares Tr

ETFs
26
New
$91.41 - $94.22 $2.38K - $2.45K
26 $2K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
31
New
$73.02 - $90.22 $2.26K - $2.8K
31 $2K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
70
New
$30.87 - $39.17 $2.16K - $2.74K
70 $2K
SCHP
Schwab Strategic Us Tips ETF

ETFs
46
New
$26.18 - $26.93 $1.2K - $1.24K
46 $1K
EMB
Ishares Tr

ETFs
20
New
$86.54 - $92.62 $1.73K - $1.85K
20 $1K
Ge Healthcare Technologies I
2.06K
+ 73.84%
N/A
4.85K $0
Ishares Bitcoin Trust ETF
102
+ 0.54%
N/A
18.9K $0
Harris Oakmark ETF Trust
9.29M
New
N/A
9.29M $0
Ge Vernova Inc
1.56K
+ 47.24%
N/A
4.85K $0
Liberty Media Corp Del
206
New
N/A
206 $0
Rubrik Inc.
3.3K
New
N/A
3.3K $0
Canadian Pacific Kansas City
5.51K
+ 6.18%
N/A
94.7K $0
Solventum Corp
150
+ 5.3%
N/A
2.98K $0
MET
Metlife Inc

Financial Services
1
+ 0.02%
$68.42 - $82.49 $68.4 - $82.5
4.73K $379K
SPSB
Spdr Portfolio Short Term Corp

ETFs
2
New
$29.82 - $30.19 $59.6 - $60.4
2 $0
Bitwise Bitcoin ETF Tr
53
+ 0.57%
N/A
9.42K $0
Linde PLC
2.94K
+ 8.7%
N/A
36.7K $0
Liberty Media Corp Del
202
New
N/A
202 $0
Liberty Media Corp Del
57
New
N/A
57 $0
Activity Summary
Buys All Purchases 224 New Holdings 94 Increased Positions 130 Sells All Sells 172 Reductions 172 Sold out 0 Options Calls 0 Puts 0
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