Financial Engines Advisors L.L.C. Purchases in Q3 2024

Financial Engines Advisors L.L.C.

  • $48.7 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
LMT
Lockheed Martin Corp

Industrials
1.62K
+ 160.08%
$460.3 - $584.56 $746K - $947K
2.63K $1.54M
SCHX
Schwab Strategic Tr Us Large C

ETFs
11.7K
+ 19.95%
$61.11 - $67.85 $713K - $792K
70.2K $4.76M
KMI
Kinder Morgan, Inc.

Energy
14.9K
+ 5.35%
$19.72 - $22.22 $293K - $330K
293K $6.46M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
10.5K
+ 17.52%
$59.93 - $66.52 $627K - $696K
70.2K $4.67M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
36K
+ 10.87%
$23.13 - $23.43 $832K - $842K
367K $8.59M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
32K
+ 9.63%
$22.55 - $23.1 $723K - $740K
365K $8.42M
BR
Broadridge Financial Solutions, Inc.

Technology
3.66K
New
$196.56 - $218.55 $720K - $801K
3.66K $787K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
24.3K
+ 10.17%
$22.38 - $23.66 $544K - $575K
263K $6.18M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
444
+ 4.38%
$405.19 - $478.57 $180K - $212K
10.6K $4.87M
WTW
Willis Towers Watson PLC

Financial Services
554
+ 3.43%
$257.34 - $294.53 $143K - $163K
16.7K $4.92M
IBM
International Business Machines Corp

Technology
1.83K
+ 32.45%
$175.1 - $223.38 $321K - $409K
7.47K $1.65M
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
22K
+ 22.08%
$25.19 - $26.39 $554K - $581K
122K $3.2M
IWM
Ishares Russell 2000 ETF

ETFs
141
+ 0.4%
$200.87 - $224.6 $28.3K - $31.7K
35K $7.72M
IWY
Ishares Tr Russell 200 Growth

ETFs
2.67K
New
$194.66 - $225.97 $519K - $602K
2.67K $586K
IBMO
Ishares Tr Ibonds December 202

ETFs
22.4K
+ 111.75%
$25.26 - $25.66 $565K - $574K
42.4K $1.09M
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
21.5K
+ 113.17%
$26.42 - $26.67 $567K - $573K
40.4K $1.08M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
9.38K
+ 17.18%
$44.83 - $47.42 $420K - $445K
63.9K $3.01M
SON
Sonoco Products CO

Consumer Cyclical
7.79K
+ 54.17%
$48.33 - $56.57 $377K - $441K
22.2K $1.21M
SBUX
Starbucks Corp

Consumer Cyclical
1.99K
+ 14.15%
$72.51 - $98.6 $145K - $197K
16.1K $1.57M
IIPR
Innovative Industrial Properties Inc

Real Estate
3.36K
New
$107.56 - $136.78 $361K - $460K
3.36K $452K
TT
Trane Technologies PLC

Industrials
216
+ 3.59%
$314.21 - $388.71 $67.9K - $84K
6.24K $2.43M
TLT
Ishares Barclays 20+ Year Trea

ETFs
3.21K
+ 18.0%
$89.91 - $101.33 $289K - $326K
21.1K $2.07M
IBMM
Ishares Tr Ibonds Dec 2024 Ter

ETFs
15.8K
+ 71.04%
$25.97 - $26.11 $411K - $413K
38.1K $993K
FNDF
Schwab Fundamental Intl Large

ETFs
9.8K
+ 51.57%
$33.67 - $37.71 $330K - $370K
28.8K $1.08M
VOT
Vanguard Mid Cap Growth Index

ETFs
689
+ 3.95%
$218.05 - $243.47 $150K - $168K
18.1K $4.41M
SCHR
Schwab Intermediate Term Us Tr

ETFs
6.75K
+ 19.66%
$48.4 - $50.91 $326K - $343K
41K $2.08M
PG
Procter & Gamble CO

Consumer Defensive
2.02K
+ 43.88%
$160.76 - $177.82 $325K - $359K
6.62K $1.15M
ETN
Eaton Corp PLC

Industrials
1.16K
New
$272.52 - $333.02 $317K - $387K
1.16K $385K
AMD
Advanced Micro Devices Inc

Technology
2.34K
New
$128.67 - $183.96 $301K - $431K
2.34K $384K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
3.08K
+ 1.11%
$22.51 - $23.92 $69.3K - $73.6K
281K $6.68M
QQQ
Invesco Qqq Trust, Series 1

ETFs
279
+ 1.08%
$434.77 - $502.96 $121K - $140K
26.2K $12.8M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
746
+ 3.25%
$127.29 - $141.5 $95K - $106K
23.7K $3.31M
JNJ
Johnson & Johnson

Healthcare
1.42K
+ 18.02%
$145.48 - $167.38 $207K - $238K
9.33K $1.51M
PM
Philip Morris International Inc.

Consumer Defensive
2.9K
New
$101.25 - $127.45 $294K - $370K
2.9K $352K
AMGN
Amgen Inc

Healthcare
981
+ 37.92%
$309.38 - $337.38 $304K - $331K
3.57K $1.15M
AGZ
Ishares Agency Bond ETF

ETFs
3.07K
New
$107.35 - $110.79 $330K - $340K
3.07K $339K
TMO
Thermo Fisher Scientific Inc.

Healthcare
545
New
$531.86 - $624.21 $290K - $340K
545 $337K
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
7.1K
+ 2.42%
$21.96 - $22.69 $156K - $161K
300K $6.8M
GRNB
Vaneck ETF Tr Green Bd ETF

ETFs
8.43K
+ 6.54%
$23.49 - $24.57 $198K - $207K
137K $3.37M
IBMP
Ishares Tr Ibonds December 202

ETFs
12.5K
New
$24.92 - $25.47 $311K - $318K
12.5K $317K
VBR
Vanguard Small Cap Value ETF

ETFs
553
+ 5.03%
$179.99 - $201.6 $99.5K - $111K
11.5K $2.32M
MDLZ
Mondelez International, Inc.

Consumer Defensive
4.09K
New
$64.35 - $75.71 $263K - $309K
4.09K $301K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
5.6K
New
$51.02 - $52.74 $286K - $295K
5.6K $294K
DVY
Ishares Tr

ETFs
1.95K
+ 94.88%
$119.99 - $135.74 $234K - $264K
4K $540K
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
8.92K
+ 6.93%
$21.7 - $22.6 $194K - $202K
138K $3.1M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
2.79K
+ 11.59%
$58.03 - $65.37 $162K - $183K
26.9K $1.74M
MMM
3 M CO

Industrials
2.1K
New
$99.69 - $139.42 $209K - $292K
2.1K $286K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.46K
+ 15.71%
$117.9 - $128.2 $172K - $187K
10.8K $1.38M
ADBE
Adobe Inc.

Technology
532
New
$508.13 - $586.55 $270K - $312K
532 $275K
Activity Summary
Buys All Purchases 205 New Holdings 49 Increased Positions 156 Sells All Sells 165 Reductions 165 Sold out 0 Options Calls 0 Puts 0
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