Ifg Advisory, LLC Purchases in Q1 2025

Ifg Advisory, LLC

  • $1.75 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IWR
Ishares Russell Mid Cap ETF

ETFs
942
+ 36.84%
$82.81 - $92.93 $78K - $87.5K
3.5K $297K
TIP
Ishares Tr Tips Bd ETF

ETFs
511
+ 19.08%
$106.22 - $111.09 $54.3K - $56.8K
3.19K $354K
BR
Broadridge Financial Solutions, Inc.

Technology
72
+ 2.3%
$221.46 - $244.83 $15.9K - $17.6K
3.2K $775K
RSP
Invesco S&P 500 Equal Weight E

ETFs
451
+ 9.12%
$169.43 - $182.84 $76.4K - $82.5K
5.4K $934K
WELL
Welltower Inc.

Real Estate
1
+ 0.04%
$124.05 - $156.86 $124 - $157
2.48K $379K
JBBB
Janus Detroit Str Tr Henderson

ETFs
1.44K
+ 19.76%
$48.34 - $49.66 $69.8K - $71.7K
8.75K $425K
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
732
+ 19.51%
$58.04 - $65.84 $42.5K - $48.2K
4.48K $285K
RSG
Republic Services, Inc.

Industrials
21
+ 1.41%
$200.09 - $242.16 $4.2K - $5.09K
1.51K $365K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
2.26K
+ 3.21%
$26.64 - $27.14 $60.1K - $61.2K
72.6K $1.94M
CAH
Cardinal Health Inc

Healthcare
153
+ 7.02%
$118.02 - $137.77 $18.1K - $21.1K
2.33K $321K
ITA
Ishares Tr

ETFs
272
+ 10.11%
$144.84 - $159.5 $39.4K - $43.4K
2.96K $453K
XLRE
Select Sector Spdr Tr Real Est

ETFs
1.09K
+ 7.77%
$39.18 - $43.52 $42.7K - $47.4K
15.1K $632K
KNSL
Kinsale Capital Group, Inc.

Financial Services
103
+ 20.44%
$416.48 - $494.72 $42.9K - $51K
607 $295K
DGRO
Ishares Core Dividend Growth E

ETFs
861
+ 5.76%
$60.46 - $64.42 $52.1K - $55.5K
15.8K $976K
AIG
American International Group, Inc.

Financial Services
43
+ 1.13%
$70.5 - $86.94 $3.03K - $3.74K
3.86K $335K
ORCL
Oracle Corp

Technology
1.04K
+ 31.97%
$139.81 - $186.47 $146K - $195K
4.31K $602K
MU
Micron Technology Inc

Technology
536
+ 13.35%
$86.89 - $109.38 $46.6K - $58.6K
4.55K $395K
XLI
Industrial Sector Spdr

ETFs
679
+ 1.43%
$128.78 - $141.67 $87.4K - $96.2K
48.2K $6.32M
SYK
Stryker Corp

Healthcare
57
+ 1.96%
$355.18 - $399.9 $20.2K - $22.8K
2.96K $1.1M
PHYS
Sprott Physical Gold Trust

Financial Services
459
+ 4.12%
$20.25 - $24.06 $9.29K - $11K
11.6K $279K
AOA
Ishares Tr Core Aggressive All

ETFs
726
+ 9.66%
$75.7 - $80.01 $55K - $58.1K
8.24K $630K
PGR
Progressive Corp

Financial Services
5
+ 0.42%
$235.61 - $291.22 $1.18K - $1.46K
1.2K $339K
RLY
Ssga Active ETF Tr

ETFs
593
+ 2.74%
$27.21 - $28.6 $16.1K - $17K
22.2K $633K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
3.89K
+ 6.95%
$48.06 - $53.73 $187K - $209K
59.9K $2.92M
FLRN
Spdr Bloomberg Investment Grad

ETFs
1.57K
+ 13.44%
$30.71 - $30.87 $48.2K - $48.4K
13.2K $407K
BTI
British American Tobacco P.L.C.

Consumer Defensive
86
+ 0.94%
$35.35 - $42.74 $3.04K - $3.68K
9.2K $380K
IWD
Ishares Russell 1000 Val ETF

ETFs
132
+ 1.72%
$182.82 - $196.21 $24.1K - $25.9K
7.79K $1.47M
ETR
Entergy Corp

Utilities
14
+ 0.3%
$75.26 - $87.89 $1.05K - $1.23K
4.72K $403K
FDL
First Tr Morningstar Dividend

ETFs
24
+ 0.17%
$39.69 - $43.83 $953 - $1.05K
14.2K $615K
IWY
Ishares Tr Russell 200 Growth

ETFs
315
+ 34.09%
$210.19 - $243.33 $66.2K - $76.6K
1.24K $261K
CYBR
Cyber Ark Software Ltd.

Technology
119
+ 15.41%
$312.8 - $414.31 $37.2K - $49.3K
891 $301K
IXC
Ishares Tr Global Energy ETF

ETFs
249
+ 2.9%
$38.48 - $42.16 $9.58K - $10.5K
8.84K $371K
CME
Cme Group Inc.

Financial Services
30
+ 2.87%
$225.82 - $266.54 $6.77K - $8K
1.08K $285K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
525
+ 6.96%
$47.08 - $50.67 $24.7K - $26.6K
8.07K $405K
LTPZ
Pimco ETF Tr 15+ Yr Us Tips In

ETFs
384
+ 5.36%
$50.99 - $55.74 $19.6K - $21.4K
7.54K $413K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
528
+ 4.09%
$42.5 - $46.71 $22.4K - $24.7K
13.4K $608K
VRT
Vertiv Holdings CO

Industrials
433
+ 11.53%
N/A
4.19K $363K
ADI
Analog Devices Inc

Technology
879
+ 6.77%
$201.56 - $243.82 $177K - $214K
13.9K $2.8M
GAL
Ssga Active ETF Tr

ETFs
445
+ 2.17%
$43.75 - $45.8 $19.5K - $20.4K
21K $939K
VALE
Vale S.A.

Basic Materials
821
+ 3.43%
$8.5 - $10.19 $6.98K - $8.37K
24.7K $246K
STAG
Stag Industrial, Inc.

Real Estate
238
+ 2.48%
$32.39 - $37.07 $7.71K - $8.82K
9.84K $355K
KCE
Spdr S&P Capital Markets ETF

ETFs
411
+ 23.15%
$122.39 - $146.44 $50.3K - $60.2K
2.19K $275K
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
683
+ 10.3%
$47.35 - $48.24 $32.3K - $32.9K
7.32K $347K
MS
Morgan Stanley

Financial Services
1.85K
+ 8.96%
$111.68 - $141.08 $206K - $260K
22.5K $2.62M
SUB
Ishares Short Term National Mu

ETFs
261
+ 4.46%
$105.3 - $106.24 $27.5K - $27.7K
6.12K $646K
WABC
Westamerica Bancorporation

Financial Services
2.17K
+ 4.91%
$49.12 - $52.43 $107K - $114K
46.4K $2.35M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
538
+ 5.0%
$50.72 - $50.92 $27.3K - $27.4K
11.3K $574K
EMLP
First Tr Exchange Traded Iv

ETFs
259
+ 2.59%
$35.79 - $38.28 $9.27K - $9.91K
10.2K $383K
GAA
Cambria Global Asset Allocatio

ETFs
631
+ 3.55%
$28.12 - $29.51 $17.7K - $18.6K
18.4K $536K
Activity Summary
Buys All Purchases 419 New Holdings 57 Increased Positions 362 Sells All Sells 194 Reductions 194 Sold out 0 Options Calls 0 Puts 0
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