Equitable Trust CO Purchases in Q4 2024

Equitable Trust CO

  • $1.72 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
242K
New
$521.84 - $558.82 $126M - $135M
242K $130M
VTV
Vanguard Value ETF

ETFs
389K
New
$168.32 - $181.87 $65.5M - $70.8M
389K $65.9M
XLE
Energy Sector Spdr

ETFs
404K
New
$83.32 - $97.27 $33.7M - $39.3M
404K $34.6M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.05M
New
$26.93 - $84.95 $28.4M - $89.4M
1.05M $28.8M
ACWI
Ishares Msci Acwi ETF

ETFs
134K
New
$117.05 - $123.03 $15.6M - $16.4M
134K $15.7M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
122K
New
$113.92 - $127.38 $13.9M - $15.6M
122K $14.1M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
223K
New
$61.68 - $67.87 $13.8M - $15.1M
223K $13.9M
SPY
Spdr S&P 500 ETF Trust

ETFs
22.3K
New
$567.81 - $607.81 $12.7M - $13.5M
22.3K $13.1M
AMZN
Amazon Com Inc

Consumer Cyclical
18.4K
+ 15.16%
$180.88 - $232.93 $3.32M - $4.28M
140K $30.6M
VTI
Vanguard Total Stock Market Et

ETFs
20.8K
New
$280.04 - $302.45 $5.83M - $6.29M
20.8K $6.03M
IVV
Ishares Core S&P 500 ETF

ETFs
8.25K
New
$570.51 - $610.59 $4.71M - $5.04M
8.25K $4.86M
IWM
Ishares Russell 2000 ETF

ETFs
20.8K
New
$216.13 - $242.4 $4.5M - $5.05M
20.8K $4.6M
AAPL
Apple Inc.

Technology
2.11K
+ 0.96%
$221.69 - $259.02 $468K - $546K
221K $55.3M
SAP
Sap Se

Technology
17.5K
+ 1859.92%
$218.13 - $255.54 $3.83M - $4.48M
18.5K $4.55M
IWF
Ishares Russell 1000 Gr ETF

ETFs
9.5K
New
$370.24 - $418.94 $3.52M - $3.98M
9.5K $3.81M
VUG
Vanguard Growth ETF

ETFs
8.95K
New
$378.79 - $428.11 $3.39M - $3.83M
8.95K $3.67M
IWD
Ishares Russell 1000 Val ETF

ETFs
19K
New
$183.23 - $199.79 $3.49M - $3.8M
19K $3.52M
RE
Everest Re Group LTD

Financial Services
8.4K
+ 97.66%
N/A
17K $6.3M
GPN
Global Payments Inc

Industrials
25.6K
New
$97.57 - $119.38 $2.5M - $3.06M
25.6K $2.87M
VIG
Vanguard Dividend Appreciation

ETFs
14.8K
New
N/A
14.8K $2.7M
ORCL
Oracle Corp

Technology
16.4K
+ 84.9%
$165.41 - $192.43 $2.71M - $3.15M
35.7K $5.94M
MSFT
Microsoft Corp

Technology
8.48K
+ 7.01%
$406.35 - $454.46 $3.45M - $3.85M
129K $54.6M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
5.65K
New
$417.69 - $450.94 $2.36M - $2.55M
5.65K $2.4M
AVGO
Broadcom Inc.

Technology
523
+ 1.36%
$159.67 - $250.0 $83.5K - $131K
38.9K $9.01M
IWS
Ishares Russell Midcap Value E

ETFs
18.5K
New
$128.08 - $140.32 $2.37M - $2.59M
18.5K $2.39M
JPM
Jpmorgan Chase & CO

Financial Services
1.33K
+ 2.26%
$205.18 - $250.29 $272K - $332K
59.9K $14.4M
NVDA
Nvidia Corp

Technology
723
+ 0.49%
$117.0 - $148.88 $84.6K - $108K
149K $20M
TSLA
Tesla, Inc.

Consumer Cyclical
1.19K
+ 13.32%
$213.65 - $479.86 $255K - $572K
10.1K $4.1M
MTN
Vail Resorts Inc

Consumer Cyclical
8.75K
New
$165.69 - $195.44 $1.45M - $1.71M
8.75K $1.64M
GS
Goldman Sachs Group Inc

Financial Services
1.3K
+ 11.19%
$486.1 - $608.57 $629K - $788K
12.9K $7.37M
ON
On Semiconductor Corp

Technology
24.5K
New
$63.05 - $74.7 $1.55M - $1.83M
24.5K $1.55M
IWP
Ishares Russell Mid Cap Growth

ETFs
12.2K
New
$116.4 - $138.52 $1.42M - $1.69M
12.2K $1.54M
ELAN
Elanco Animal Health Inc

Healthcare
126K
New
$11.63 - $14.67 $1.46M - $1.85M
126K $1.52M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
2.56K
New
$563.99 - $620.12 $1.44M - $1.59M
2.56K $1.46M
AMT
American Tower Corp

Real Estate
10.4K
+ 85.96%
$179.4 - $232.01 $1.86M - $2.4M
22.4K $4.11M
MDT
Medtronic PLC

Healthcare
19K
+ 91.73%
$79.61 - $92.24 $1.51M - $1.75M
39.6K $3.17M
MA
Mastercard Inc

Financial Services
106
+ 0.28%
$491.3 - $536.15 $52.1K - $56.8K
38K $20M
EFA
Ishares Tr Msci Eafe ETF

ETFs
16.4K
New
$75.1 - $82.99 $1.23M - $1.36M
16.4K $1.24M
BA
Boeing CO

Industrials
3.07K
+ 12.2%
$138.14 - $180.72 $423K - $554K
28.2K $4.99M
XLV
Select Sector Spdr Fund Health

ETFs
8.01K
New
$136.28 - $154.74 $1.09M - $1.24M
8.01K $1.1M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
3.82K
New
$278.19 - $315.36 $1.06M - $1.2M
3.82K $1.1M
WMT
Walmart Inc.

Consumer Defensive
5.25K
+ 8.43%
$79.1 - $95.7 $415K - $502K
67.5K $6.1M
EW
Edwards Lifesciences Corp

Healthcare
7.15K
+ 10.86%
$64.54 - $75.92 $462K - $543K
73K $5.41M
VCR
Vanguard Consumer Discretionar

ETFs
2.73K
New
$328.51 - $401.37 $897K - $1.1M
2.73K $1.03M
PSTG
Pure Storage, Inc.

Technology
16.6K
New
$48.19 - $66.6 $802K - $1.11M
16.6K $1.02M
SHEL
Shell PLC

Energy
16K
New
$60.63 - $70.23 $968K - $1.12M
16K $1M
F
Ford Motor CO

Consumer Cyclical
100K
New
$9.69 - $11.4 $973K - $1.14M
100K $993K
IJS
Ishares S&P Smallcap 600 Value

ETFs
8.59K
New
$104.59 - $118.05 $898K - $1.01M
8.59K $932K
NSIT
Insight Enterprises Inc

Technology
5.24K
New
$149.61 - $224.73 $784K - $1.18M
5.24K $796K
Activity Summary
Buys All Purchases 185 New Holdings 73 Increased Positions 112 Sells All Sells 162 Reductions 162 Sold out 0 Options Calls 0 Puts 0
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