Iag Wealth Partners, LLC Purchases in Q3 2024

Iag Wealth Partners, LLC

  • $535 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
29.6K
+ 2.72%
$33.74 - $37.96 $999K - $1.12M
1.12M $42.1M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
8.95K
+ 2.19%
$71.86 - $78.56 $643K - $703K
418K $32.9M
HTAB
Hartford Fds Exchange Traded

ETFs
122K
+ 25.67%
$19.24 - $19.9 $2.36M - $2.44M
599K $11.9M
EOG
Eog Resources Inc

Energy
20.5K
+ 10071.57%
$117.9 - $132.65 $2.42M - $2.73M
20.8K $2.55M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
1.03K
+ 0.21%
$46.17 - $51.13 $47.5K - $52.6K
490K $25M
AVDE
American Centy ETF Tr Avantis

ETFs
14.4K
+ 8.89%
$60.09 - $67.67 $866K - $975K
177K $11.8M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
218
+ 0.08%
$101.72 - $112.94 $22.2K - $24.6K
265K $29.9M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
3K
+ 169.49%
$405.19 - $478.57 $1.22M - $1.44M
4.77K $2.2M
HAP
Vaneck ETF Tr Natural Resource

ETFs
11.8K
+ 4.31%
$48.29 - $52.83 $569K - $623K
285K $15M
SPMD
Spdr Portfolio

ETFs
14.3K
+ 8.71%
$50.29 - $54.92 $720K - $787K
179K $9.77M
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
34.8K
+ 3.4%
$24.07 - $24.62 $838K - $857K
1.06M $26.1M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
5.32K
+ 3.21%
$65.15 - $72.97 $346K - $388K
171K $12.5M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
7.5K
+ 9.5%
$75.88 - $83.21 $569K - $624K
86.4K $7.19M
GUNR
Flexshares Tr Morningstar Glob

ETFs
16.9K
+ 11.27%
$38.51 - $41.48 $650K - $701K
167K $6.88M
RECS
Columbia ETF Tr I

ETFs
22.6K
+ 66.25%
$30.74 - $33.91 $694K - $766K
56.7K $1.92M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
9.52K
+ 9.79%
$41.02 - $46.01 $391K - $438K
107K $4.86M
CROX
Crocs, Inc.

Consumer Cyclical
5.5K
New
$121.05 - $147.9 $666K - $813K
5.5K $796K
PULS
Pgim ETF Tr

ETFs
13.5K
+ 6.5%
$49.47 - $49.8 $668K - $673K
221K $11M
GTO
Invesco Actively Managed ETF T

ETFs
9.1K
+ 9.76%
$46.22 - $48.77 $421K - $444K
102K $4.95M
JHMM
John Hancock Multifactor Mid C

ETFs
947
+ 0.97%
$54.25 - $60.2 $51.4K - $57K
98.3K $5.92M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
13.3K
+ 9.34%
$24.86 - $26.33 $332K - $351K
156K $4.08M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
9.32K
+ 98.25%
$50.61 - $50.96 $472K - $475K
18.8K $957K
AVEM
American Centy ETF Tr Avantis

ETFs
2.58K
+ 4.21%
$57.2 - $65.59 $148K - $169K
63.9K $4.13M
DFIS
Dimensional ETF Tr Dimensional

ETFs
7.41K
+ 9.58%
$24.06 - $26.97 $178K - $200K
84.7K $2.27M
OMFS
Invesco Exchange Traded Self I

ETFs
1.94K
+ 2.14%
$35.01 - $39.74 $67.8K - $76.9K
92.4K $3.65M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
41
+ 0.05%
$48.51 - $52.86 $1.99K - $2.17K
85.4K $4.52M
CSB
Victory Portf Ii Shs Us Small

ETFs
2.97K
+ 8.88%
$52.46 - $59.54 $156K - $177K
36.4K $2.14M
ISCG
Ishares Morningstar Small Cap

ETFs
1.93K
+ 2.78%
$44.24 - $49.07 $85.6K - $94.9K
71.5K $3.5M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
5.08K
+ 15.05%
$36.02 - $41.68 $183K - $212K
38.9K $1.6M
HD
Home Depot, Inc.

Consumer Cyclical
377
+ 61.3%
$333.64 - $405.2 $126K - $153K
992 $401K
USFR
Wisdomtree Floating Rate Treas

ETFs
3.36K
+ 33.78%
$50.2 - $50.48 $169K - $170K
13.3K $668K
AAPL
Apple Inc.

Technology
57
+ 0.86%
$207.23 - $234.82 $11.8K - $13.4K
6.69K $1.56M
SJNK
Spdr Bloomberg Short Term High

ETFs
4.39K
+ 8.01%
$24.8 - $25.75 $109K - $113K
59.3K $1.53M
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
1.28K
+ 11.77%
$57.85 - $64.92 $73.8K - $82.8K
12.1K $784K
IWF
Ishares Russell 1000 Gr ETF

ETFs
296
+ 29.48%
$332.02 - $382.76 $98.3K - $113K
1.3K $487K
PRF
Invesco Exchange Traded Fd Tr

ETFs
2.6K
New
$37.33 - $40.63 $97.2K - $106K
2.6K $105K
WEC
Wec Energy Group, Inc.

Utilities
182
+ 3.87%
$77.68 - $96.19 $14.1K - $17.5K
4.89K $470K
IWD
Ishares Russell 1000 Val ETF

ETFs
460
+ 109.79%
$173.36 - $189.8 $79.7K - $87.3K
879 $166K
COP
Conocophillips

Energy
775
+ 3100.0%
$102.3 - $116.61 $79.3K - $90.4K
800 $84K
IWM
Ishares Russell 2000 ETF

ETFs
207
+ 10.46%
$200.87 - $224.6 $41.6K - $46.5K
2.19K $482K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
119
+ 43.59%
$523.84 - $572.02 $62.3K - $68.1K
392 $223K
EFA
Ishares Tr Msci Eafe ETF

ETFs
888
+ 431.07%
$75.32 - $84.37 $66.9K - $74.9K
1.09K $91K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
696
+ 9.48%
$57.32 - $62.65 $39.9K - $43.6K
8.04K $500K
ABBV
Abb Vie Inc.

Healthcare
173
+ 15.78%
$163.84 - $199.33 $28.3K - $34.5K
1.27K $250K
UBS
Ubs Group Ag

Financial Services
1.92K
New
$27.97 - $31.42 $53.6K - $60.2K
1.92K $59K
GLD
Spdr Gold Trust

ETFs
152
+ 19.39%
$215.56 - $246.98 $32.8K - $37.5K
936 $227K
T
At&T Inc.

Communication Services
1.85K
+ 43.57%
$18.21 - $22.28 $33.7K - $41.3K
6.11K $134K
NFLX
Netflix Inc

Communication Services
70
+ 700.0%
$598.55 - $722.26 $41.9K - $50.6K
80 $56K
AMZN
Amazon Com Inc

Consumer Cyclical
300
+ 20.98%
$161.02 - $200.0 $48.3K - $60K
1.73K $322K
Activity Summary
Buys All Purchases 137 New Holdings 40 Increased Positions 97 Sells All Sells 96 Reductions 96 Sold out 0 Options Calls 0 Puts 0
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