Evensky & Katz LLC Sells in Q3 2024

Evensky & Katz LLC

  • $1.54 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VTHR
Vanguard Russell 3000 ETF

ETFs
-4.01K
- 23.29%
$228.55 - $253.74 $916K - $1.02M
13.2K $3.35M
SCHO
Schwab Short Term Us Treasury

ETFs
-13.7K
- 6.8%
$47.93 - $49.06 $657K - $672K
188K $9.2M
SPTS
Spdr Portfolio Short Term Trea

ETFs
-12.5K
- 41.83%
$28.75 - $29.46 $360K - $369K
17.4K $512K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-7.59K
- 11.73%
$45.6 - $46.83 $346K - $356K
57.1K $2.68M
VEA
Vanguard Ftse Developed Market

ETFs
-5K
- 59.69%
$47.6 - $53.31 $238K - $266K
3.37K $178K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-2.27K
- 2.19%
$434.77 - $502.96 $987K - $1.14M
101K $49.4M
IWM
Ishares Russell 2000 ETF

ETFs
-716
- 16.09%
$200.87 - $224.6 $144K - $161K
3.73K $825K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-206
- 6.84%
$332.02 - $382.76 $68.4K - $78.8K
2.81K $1.05M
IWN
Ishares Russell2000 Val ETF

ETFs
-225
- 35.49%
$150.05 - $171.34 $33.8K - $38.6K
409 $68K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-580
- 4.88%
$47.01 - $48.2 $27.3K - $28K
11.3K $544K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-220
- 36.18%
$71.9 - $79.86 $15.8K - $17.6K
388 $31K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-524
- 8.1%
$45.2 - $47.87 $23.7K - $25.1K
5.95K $283K
MUB
Ishares National Muni Bond ETF

ETFs
-133
- 4.86%
$106.13 - $108.7 $14.1K - $14.5K
2.6K $283K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-77
- 10.38%
$386.81 - $423.12 $29.8K - $32.6K
665 $281K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-97
- 24.74%
$58.03 - $65.37 $5.63K - $6.34K
295 $19K
IEFA
Ishares Tr

ETFs
-1K
- 7.19%
$70.09 - $78.74 $70.1K - $78.7K
12.9K $1.01M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-12
- 6.15%
$33.74 - $37.96 $405 - $456
183 $7K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-4
- 8.89%
$256.4 - $289.78 $1.03K - $1.16K
41 $12K
VBR
Vanguard Small Cap Value ETF

ETFs
-112
- 7.28%
$179.99 - $201.6 $20.2K - $22.6K
1.43K $286K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-1.44K
- 5.33%
$57.32 - $62.65 $82.8K - $90.5K
25.6K $1.6M
EFG
Msci Eafe Growth ETF

ETFs
-149
- 1.83%
$96.84 - $108.77 $14.4K - $16.2K
8.01K $863K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-768
- 2.37%
$71.45 - $75.64 $54.9K - $58.1K
31.6K $2.37M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-9
- 0.05%
$25.45 - $29.53 $229 - $266
19.9K $580K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-1.06K
- 0.23%
$50.25 - $50.74 $53.1K - $53.6K
451K $22.9M
IVW
Ishares S&P 500 Growth ETF

ETFs
-86
- 0.36%
$84.77 - $97.13 $7.29K - $8.35K
23.8K $2.28M
IVE
Ishares S&P 500 Value ETF

ETFs
-51
- 0.94%
$181.06 - $197.17 $9.23K - $10.1K
5.36K $1.06M
SPY
Spdr S&P 500 ETF Trust

ETFs
-61
- 1.21%
$517.38 - $573.86 $31.6K - $35K
4.98K $2.86M
IQLT
Ishares Msci Intl Quality Fact

ETFs
-2.95K
- 2.31%
$37.37 - $41.82 $110K - $123K
125K $5.19M
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
-32
- 0.12%
$82.38 - $93.84 $2.64K - $3K
25.8K $2.39M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-52
- 0.67%
$523.84 - $572.02 $27.2K - $29.7K
7.75K $4.42M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-1.26K
- 1.02%
$38.51 - $41.69 $48.3K - $52.3K
122K $5.08M
IVV
Ishares Core S&P 500 ETF

ETFs
-467
- 2.64%
$520.18 - $576.82 $243K - $269K
17.2K $9.93M
IDEV
Ishares Core Msci Intl Develop

ETFs
-94
- 0.19%
$63.46 - $71.43 $5.97K - $6.71K
50.3K $3.56M
DFAT
Dimensional ETF Tr U S Target

ETFs
-186
- 0.25%
$51.0 - $57.07 $9.49K - $10.6K
74.4K $4.14M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-3.7K
- 2.38%
$63.28 - $70.06 $234K - $259K
152K $10.6M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-1.24K
- 2.68%
$95.81 - $109.03 $119K - $136K
45.1K $4.86M
IEMG
Ishares Inc

ETFs
-1.66K
- 1.11%
$53.64 - $53.64 $88.9K - $88.9K
148K $8.49M
CAPE
Barclays Bank PLC

ETFs
-2.58K
- 0.43%
$27.05 - $29.64 $69.8K - $76.5K
591K $17.5M
JHMD
John Hancock ETF Tr Multifacto

ETFs
-11.3K
- 1.15%
$31.95 - $35.87 $361K - $405K
975K $34.5M
VOE
Vanguard Mid Cap Value Index F

ETFs
-767
- 0.77%
$149.02 - $167.67 $114K - $129K
98.6K $16.5M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-1.53K
- 0.49%
$77.23 - $87.97 $118K - $134K
311K $27M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-6.19K
- 0.76%
$61.47 - $67.36 $381K - $417K
808K $54.4M
IWV
Ishares Russell 3000 ETF

ETFs
-5.29K
- 1.34%
$294.75 - $326.73 $1.56M - $1.73M
390K $127M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-61.9K
- 1.87%
$59.93 - $66.52 $3.71M - $4.12M
3.24M $216M
Activity Summary
Buys All Purchases 33 New Holdings 1 Increased Positions 32 Sells All Sells 45 Reductions 45 Sold out 0 Options Calls 0 Puts 0
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