Financial Engines Advisors L.L.C. Purchases in Q1 2025

Financial Engines Advisors L.L.C.

  • $46.5 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
864K
+ 0.47%
$21.23 - $22.14 $18.3M - $19.1M
184M $4.05B
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
706K
+ 1.24%
$50.82 - $52.7 $35.9M - $37.2M
57.6M $3.02B
SPTL
Spdr Portfolio Long Term Treas

ETFs
1.3M
+ 2.77%
$25.54 - $27.64 $33.1M - $35.8M
48M $1.31B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
625K
+ 2.65%
$42.5 - $46.71 $26.6M - $29.2M
24.2M $1.1B
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
462K
+ 1.31%
$27.64 - $28.58 $12.8M - $13.2M
35.8M $1.02B
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
337K
+ 0.63%
$20.2 - $22.24 $6.82M - $7.51M
54.2M $1.17B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
595K
+ 0.76%
$49.78 - $53.19 $29.6M - $31.7M
78.8M $4.02B
IAGG
Ishares Tr Core Intl Aggregate

ETFs
304K
+ 2.15%
$49.42 - $50.43 $15M - $15.4M
14.4M $722M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
74.7K
+ 101.28%
$90.0 - $96.32 $6.72M - $7.19M
148K $13.7M
MBB
Ishares Tr

ETFs
46.5K
+ 130.41%
$90.37 - $94.08 $4.2M - $4.37M
82.1K $7.7M
ABBV
Abb Vie Inc.

Healthcare
4.16K
+ 5.34%
$169.2 - $216.66 $703K - $900K
82K $17.2M
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
110K
+ 71.13%
$21.77 - $22.25 $2.4M - $2.45M
265K $5.89M
VTWO
Vanguard Russell 2000 ETF

ETFs
22K
New
$80.08 - $92.93 $1.76M - $2.05M
22K $1.78M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
32.3K
+ 4.04%
$49.25 - $50.66 $1.59M - $1.63M
830K $41.2M
BBSC
Jp Morgan Exc Trd Tr Betabuild
19.6K
New
$59.8 - $70.98 $1.17M - $1.39M
19.6K $1.19M
AVLV
American Centy ETF Tr Avantis
28.9K
+ 5.14%
$63.51 - $70.42 $1.83M - $2.03M
591K $38.5M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
38.4K
+ 10.76%
$23.29 - $23.38 $894K - $897K
395K $9.23M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
36.3K
+ 10.73%
$22.11 - $22.43 $803K - $814K
375K $8.4M
BRK-A
Berkshire Hathaway Inc

Financial Services
1
New
$663000.0 - $801950.0 $663K - $802K
1 $798K
MGK
Vanguard Mega Cap Growth ETF

ETFs
2.44K
New
$307.43 - $357.48 $751K - $874K
2.44K $754K
ADP
Automatic Data Processing Inc

Industrials
1.94K
+ 15.93%
$286.85 - $318.64 $557K - $618K
14.1K $4.32M
PULS
Pgim ETF Tr

ETFs
14.1K
New
$49.56 - $49.78 $698K - $701K
14.1K $700K
COST
Costco Wholesale Corp

Consumer Defensive
629
+ 17.65%
$890.62 - $1076.86 $560K - $677K
4.19K $3.97M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
9.67K
+ 4.8%
$45.92 - $47.58 $444K - $460K
211K $10M
ABT
Abbott Laboratories

Healthcare
907
+ 3.28%
$111.1 - $140.22 $101K - $127K
28.6K $3.79M
GRNB
Vaneck ETF Tr Green Bd ETF

ETFs
19.7K
+ 11.76%
$23.56 - $24.16 $465K - $477K
188K $4.51M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
21.2K
+ 5.85%
$22.77 - $22.94 $482K - $485K
383K $8.78M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
10.7K
+ 18.07%
$47.35 - $48.24 $508K - $517K
70.1K $3.33M
PAG
Penske Automotive Group, Inc.

Consumer Cyclical
2.88K
+ 98.97%
$141.31 - $175.89 $407K - $506K
5.79K $833K
XOM
Exxon Mobil Corp

Energy
1.84K
+ 12.35%
$105.44 - $118.93 $194K - $219K
16.7K $1.99M
BA
Boeing CO

Industrials
4.3K
+ 7.88%
$148.15 - $186.25 $637K - $800K
58.8K $10M
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
9.39K
+ 8.23%
$25.21 - $26.38 $237K - $248K
124K $3.26M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
9.41K
+ 3.19%
$24.6 - $24.99 $232K - $235K
304K $7.61M
GLD
Spdr Gold Trust

ETFs
698
+ 29.58%
$243.19 - $288.14 $170K - $201K
3.06K $881K
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
12.4K
+ 15.81%
$21.16 - $21.77 $262K - $269K
90.6K $1.97M
IBTK
Ishares Tr Ibonds Dec 2030 Ter

Technology
13.8K
+ 30.91%
$19.0 - $19.66 $262K - $271K
58.4K $1.15M
IBTL
Ishares Tr Ibonds Dec 2031 Ter

ETFs
13.2K
+ 48.69%
$19.55 - $20.33 $258K - $268K
40.3K $819K
VEU
Vanguard Ftse All World Ex Us

ETFs
4.65K
New
$56.51 - $62.98 $263K - $293K
4.65K $281K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
7.6K
+ 2.64%
$22.42 - $23.22 $170K - $177K
296K $6.82M
HLAL
Listed Fds Tr Wahed Ftse Usa S

ETFs
5.05K
New
$48.33 - $54.35 $244K - $275K
5.05K $246K
UMMA
Listed Fds Tr Wahed Dow Jones

ETFs
10.2K
New
$23.6 - $25.75 $241K - $263K
10.2K $243K
ILCB
Ishares Morningstar U.S. Equit

ETFs
3.12K
New
$76.17 - $85.05 $238K - $266K
3.12K $241K
COP
Conocophillips

Energy
2.07K
New
$88.6 - $105.85 $184K - $219K
2.07K $217K
T
At&T Inc.

Communication Services
2.55K
+ 9.97%
$21.56 - $28.28 $54.9K - $72.1K
28.1K $794K
HDV
Ishares Core High Dividend ETF

ETFs
1.77K
New
$110.86 - $121.12 $196K - $214K
1.77K $213K
VT
Vanguard Total World Stk Index

ETFs
1.93K
+ 20.09%
$115.08 - $123.97 $222K - $239K
11.5K $1.33M
SUB
Ishares Short Term National Mu

ETFs
1.97K
+ 14.84%
$105.3 - $106.24 $207K - $209K
15.2K $1.61M
IWX
Ishares Tr Russell 200 Value E

ETFs
2.53K
New
$78.54 - $84.86 $198K - $214K
2.53K $207K
ES
Eversource Energy

Utilities
3.33K
New
$55.63 - $63.8 $185K - $213K
3.33K $206K
Activity Summary
Buys All Purchases 146 New Holdings 22 Increased Positions 124 Sells All Sells 262 Reductions 262 Sold out 0 Options Calls 0 Puts 0
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