Financial Life Advisors Purchases in Q4 2024

Financial Life Advisors

  • $263 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IVW
Ishares S&P 500 Growth ETF

ETFs
14.6K
+ 3.87%
$94.43 - $105.47 $1.38M - $1.54M
393K $39.9M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
16.7K
+ 6.81%
$49.03 - $53.35 $818K - $890K
262K $13.4M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
649K
+ 112.85%
$22.63 - $47.53 $14.7M - $30.8M
1.22M $27.8M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
6.02K
+ 4.72%
$51.54 - $52.55 $310K - $316K
134K $6.91M
HEFA
Ishares Currency Hedged Msci E

ETFs
5.95K
+ 12.46%
$34.42 - $35.88 $205K - $214K
53.7K $1.87M
SCHG
Schwab Strategic Tr Us Large C

ETFs
25.5K
+ 299.86%
$25.93 - $105.3 $661K - $2.68M
34K $946K
AAPL
Apple Inc.

Technology
143
+ 11.33%
$221.69 - $259.02 $31.7K - $37K
1.41K $351K
SUB
Ishares Short Term National Mu

ETFs
250
+ 4.57%
$104.94 - $106.2 $26.2K - $26.6K
5.72K $602K
IXC
Ishares Tr Global Energy ETF

ETFs
3.6K
+ 7.02%
$36.95 - $43.06 $133K - $155K
54.8K $2.09M
MUB
Ishares National Muni Bond ETF

ETFs
1.07K
+ 2.12%
$105.78 - $108.7 $113K - $116K
51.3K $5.46M
EFA
Ishares Tr Msci Eafe ETF

ETFs
309
+ 12.05%
$75.1 - $82.99 $23.2K - $25.6K
2.87K $217K
Blackrock ETF Trust Ii
1.93K
+ 3.4%
N/A
58.8K $0
XOM
Exxon Mobil Corp

Energy
200
+ 8.98%
$105.51 - $125.37 $21.1K - $25.1K
2.43K $260K
QUAL
Ishares Msci Usa Quality Facto

ETFs
211
+ 0.46%
$176.42 - $186.91 $37.2K - $39.4K
45.8K $8.16M
EHC
Encompass Health Corp

Healthcare
15
+ 0.17%
$92.35 - $103.77 $1.39K - $1.56K
8.71K $804K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
929
+ 1.1%
$49.79 - $51.14 $46.3K - $47.5K
85.2K $4.27M
VEA
Vanguard Ftse Developed Market

ETFs
1K
+ 3.68%
$47.57 - $52.44 $47.7K - $52.5K
28.2K $1.35M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
13.8K
+ 3.29%
$45.07 - $47.1 $622K - $650K
432K $19.5M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
19.2K
+ 2.65%
$21.43 - $22.55 $411K - $432K
743K $16M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
10.5K
+ 6.22%
$55.45 - $61.08 $585K - $644K
180K $9.99M
IVE
Ishares S&P 500 Value ETF

ETFs
1.58K
+ 1.02%
$189.5 - $206.17 $300K - $326K
158K $30.1M
EFG
Msci Eafe Growth ETF

ETFs
3.84K
+ 3.94%
$96.83 - $106.88 $371K - $410K
101K $9.79M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
2.27K
+ 2.14%
$99.04 - $109.59 $225K - $249K
108K $10.8M
EFV
Msci Eafe Value ETF

ETFs
841
+ 0.39%
$51.78 - $57.15 $43.5K - $48.1K
219K $11.5M
Activity Summary
Buys All Purchases 25 New Holdings 0 Increased Positions 25 Sells All Sells 14 Reductions 14 Sold out 0 Options Calls 0 Puts 0
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