Evensky & Katz LLC Sells in Q3 2025

Evensky & Katz LLC

  • $1.72 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-107K
- 23.64%
$122.57 - $132.57 $13.1M - $14.2M
346K $44.9M
VTI
Vanguard Total Stock Market Et

ETFs
-46.4K
- 16.48%
$303.93 - $329.86 $14.1M - $15.3M
235K $77.2M
JHMD
John Hancock ETF Tr Multifacto

ETFs
-58.5K
- 6.41%
$37.65 - $40.3 $2.2M - $2.36M
854K $34.1M
CAPE
Barclays Bank PLC

ETFs
-19.6K
- 3.55%
$31.31 - $32.86 $613K - $643K
532K $17.3M
IVV
Ishares Core S&P 500 ETF

ETFs
-786
- 11.34%
$620.67 - $670.08 $488K - $527K
6.15K $4.11M
SUB
Ishares Short Term National Mu

ETFs
-1.83K
- 9.43%
$106.17 - $107.3 $194K - $196K
17.6K $1.87M
AVDE
American Centy ETF Tr Avantis

ETFs
-5.75K
- 9.44%
$73.24 - $79.04 $421K - $454K
55.1K $4.35M
SCHO
Schwab Short Term Us Treasury

ETFs
-5.55K
- 2.07%
$24.23 - $24.42 $134K - $135K
262K $6.4M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-202
- 29.53%
$567.77 - $614.76 $115K - $124K
482 $295K
IQLT
Ishares Msci Intl Quality Fact

ETFs
-3.63K
- 3.3%
$41.43 - $44.2 $150K - $160K
106K $4.7M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-8.76K
- 6.37%
$21.69 - $23.34 $190K - $204K
129K $3M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-922
- 10.64%
$47.76 - $48.46 $44K - $44.7K
7.75K $373K
IEFA
Ishares Tr

ETFs
-756
- 6.58%
$81.7 - $87.53 $61.8K - $66.2K
10.7K $938K
IWN
Ishares Russell2000 Val ETF

ETFs
-131
- 32.03%
$157.1 - $178.94 $20.6K - $23.4K
278 $49K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-137
- 12.84%
$108.46 - $120.63 $14.9K - $16.5K
930 $110K
SCHV
Schwab Strategic Tr Us Large C

ETFs
-140
- 4.38%
$27.61 - $29.15 $3.87K - $4.08K
3.06K $89K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-21
- 4.35%
$435.72 - $463.74 $9.15K - $9.74K
462 $214K
VEA
Vanguard Ftse Developed Market

ETFs
-24
- 1.26%
$56.02 - $60.3 $1.34K - $1.45K
1.87K $112K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-154
- 0.62%
$72.57 - $74.72 $11.2K - $11.5K
24.8K $1.84M
IDEV
Ishares Core Msci Intl Develop

ETFs
-961
- 4.24%
$74.68 - $80.26 $71.8K - $77.1K
21.7K $1.74M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-843
- 4.97%
$25.29 - $28.33 $21.3K - $23.9K
16.1K $450K
IWR
Ishares Russell Mid Cap ETF

ETFs
-842
- 3.29%
$92.26 - $97.51 $77.7K - $82.1K
24.8K $2.39M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-274
- 1.44%
$30.13 - $33.37 $8.26K - $9.14K
18.8K $626K
IWS
Ishares Russell Midcap Value E

ETFs
-85
- 0.94%
$132.83 - $140.61 $11.3K - $12K
8.96K $1.25M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-283
- 0.74%
$24.46 - $26.5 $6.92K - $7.5K
37.9K $998K
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
-447
- 1.93%
$85.31 - $97.03 $38.1K - $43.4K
22.8K $2.17M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-1.33K
- 3.95%
$98.99 - $112.2 $132K - $149K
32.4K $3.58M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-936
- 0.8%
$41.91 - $44.87 $39.2K - $42K
116K $5.2M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-43
- 0.43%
$339.37 - $366.46 $14.6K - $15.8K
9.91K $3.62M
VOE
Vanguard Mid Cap Value Index F

ETFs
-2.82K
- 3.18%
$164.63 - $174.58 $463K - $491K
85.7K $15M
IEMG
Ishares Inc

ETFs
-5.43K
- 3.82%
N/A
137K $9.02M
VTHR
Vanguard Russell 3000 ETF

ETFs
-1.32K
- 2.96%
$272.54 - $295.85 $359K - $389K
43.1K $12.7M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-2.25K
- 1.48%
$74.93 - $80.73 $169K - $182K
150K $12.1M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-500
- 0.06%
$70.77 - $73.59 $35.4K - $36.8K
771K $56.5M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-10.6K
- 3.67%
$79.39 - $90.39 $845K - $962K
279K $24.7M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-3.8K
- 4.19%
$546.99 - $602.2 $2.08M - $2.29M
86.9K $52.2M
IWV
Ishares Russell 3000 ETF

ETFs
-11.4K
- 3.16%
$351.04 - $379.81 $4M - $4.33M
349K $132M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-287K
- 3.27%
$23.82 - $25.84 $6.85M - $7.43M
8.49M $218M
AVUV
American Centy ETF Tr Avantis

ETFs
-10K
- 0.82%
$90.37 - $102.12 $904K - $1.02M
1.21M $121M
Activity Summary
Buys All Purchases 28 New Holdings 1 Increased Positions 27 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
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