Ifg Advisory, LLC Sells in Q2 2025

Ifg Advisory, LLC

  • $1.91 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CHKP
Check Point Software Technologies LTD

Technology
-106
- 0.34%
$204.26 - $233.47 $21.7K - $24.7K
31.3K $6.93M
OMFS
Invesco Exchange Traded Self I

ETFs
-7.14K
- 25.63%
$33.88 - $40.17 $242K - $287K
20.7K $830K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-2.69K
- 18.47%
$82.21 - $83.12 $221K - $224K
11.9K $984K
EMN
Eastman Chemical CO

Basic Materials
-86
- 0.57%
$72.7 - $88.29 $6.25K - $7.59K
15K $1.12M
T
At&T Inc.

Communication Services
-7.91K
- 20.06%
$26.33 - $28.94 $208K - $229K
31.5K $911K
GNTX
Gentex Corp

Consumer Cyclical
-717
- 0.51%
$20.83 - $23.52 $14.9K - $16.9K
139K $3.06M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-6.46K
- 14.82%
$35.35 - $42.68 $228K - $276K
37.1K $1.58M
IAU
Ishares Gold Trust

ETFs
-4.49K
- 17.78%
$56.1 - $64.74 $252K - $290K
20.7K $1.29M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-1.4K
- 10.53%
$121.58 - $136.74 $171K - $192K
11.9K $1.62M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
-2.42K
- 6.56%
$72.12 - $76.23 $175K - $185K
34.5K $2.62M
NBTB
Nbt Bancorp Inc

Financial Services
-3.58K
- 21.02%
$38.62 - $44.8 $138K - $160K
13.4K $558K
UBSI
United Bankshares Inc

Financial Services
-5.75K
- 23.01%
$31.5 - $37.32 $181K - $215K
19.2K $700K
V
Visa Inc.

Financial Services
-524
- 11.2%
$308.27 - $373.31 $162K - $196K
4.16K $1.48M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-3.73K
- 9.37%
$42.72 - $44.24 $159K - $165K
36.1K $1.58M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-1.99K
- 22.75%
$108.12 - $135.04 $215K - $269K
6.77K $913K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-1.62K
- 3.52%
$38.81 - $44.28 $62.8K - $71.7K
44.4K $1.89M
IBB
Ishares Biotechnology ETF

ETFs
-1.13K
- 27.46%
$112.02 - $129.0 $127K - $146K
2.99K $377K
TXN
Texas Instruments Inc

Technology
-763
- 35.19%
N/A
1.41K $273K
LGOV
First Tr ETF Iv Long Duration

ETFs
-6.47K
- 9.4%
$20.73 - $21.92 $134K - $142K
62.3K $1.34M
IYH
Ishares Tr

ETFs
-1.02K
- 5.59%
$53.97 - $60.17 $55.2K - $61.6K
17.3K $976K
GL
Globe Life Inc.

Financial Services
-143
- 0.92%
$113.29 - $133.09 $16.2K - $19K
15.4K $1.91M
SPSB
Spdr Portfolio Short Term Corp

ETFs
-4.42K
- 13.42%
$29.82 - $30.19 $132K - $134K
28.5K $861K
PFF
Ishares Trust Ishares Pfd And

ETFs
-3.99K
- 7.69%
$29.0 - $30.68 $116K - $122K
47.9K $1.47M
ADP
Automatic Data Processing Inc

Industrials
-475
- 6.14%
$276.76 - $326.81 $131K - $155K
7.26K $2.24M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-2.41K
- 21.3%
$50.52 - $50.92 $122K - $122K
8.89K $452K
AGNC
Agnc Investment Corp.

Real Estate
-10.5K
- 19.39%
$8.12 - $9.49 $85K - $99.4K
43.6K $400K
KRP
Kimbell Royalty Partners, LP

Energy
-8.35K
- 26.69%
$11.58 - $14.61 $96.7K - $122K
22.9K $320K
OKE
Oneok Inc

Energy
-170
- 3.03%
$78.71 - $100.37 $13.4K - $17.1K
5.44K $444K
ITB
Ishares Tr

ETFs
-1.1K
- 33.23%
$85.52 - $96.61 $94.4K - $107K
2.22K $206K
K
Kellogg CO

Consumer Defensive
-853
- 6.48%
$77.85 - $82.88 $66.4K - $70.7K
12.3K $979K
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
-1.31K
- 28.83%
$72.71 - $82.56 $95.2K - $108K
3.23K $263K
TM
Toyota Motor Corp

Consumer Cyclical
-11
- 0.05%
$158.63 - $195.39 $1.74K - $2.15K
23K $3.97M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-1.64K
- 2.38%
$77.74 - $78.78 $128K - $130K
67.6K $5.32M
JBBB
Janus Detroit Str Tr Henderson

ETFs
-1.99K
- 22.75%
$46.79 - $48.56 $93.1K - $96.6K
6.76K $325K
PFFA
Etfis Ser Tr I

ETFs
-4.44K
- 20.65%
$19.49 - $21.31 $86.5K - $94.6K
17.1K $355K
VIG
Vanguard Dividend Appreciation

ETFs
-548
- 1.11%
N/A
49K $8.93M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-2.13K
- 21.68%
$47.02 - $47.83 $99.9K - $102K
7.68K $367K
WMB
Williams Companies, Inc.

Energy
-1.8K
- 35.92%
$54.33 - $62.87 $97.6K - $113K
3.2K $201K
LVHD
Franklin U.S. Low Volatility H

ETFs
-482
- 0.8%
$37.37 - $40.85 $18K - $19.7K
59.8K $2.38M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-2.12K
- 2.42%
$45.12 - $46.23 $95.7K - $98.1K
85.5K $3.95M
JSMD
Janus Detr Str Tr Henderson Sm

ETFs
-1.55K
- 31.76%
$62.52 - $78.19 $96.9K - $121K
3.33K $258K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-2.49K
- 27.94%
$32.0 - $39.87 $79.6K - $99.2K
6.42K $255K
PSEC
Prospect Capital Corp

Financial Services
-14.2K
- 42.63%
$3.14 - $4.06 $44.4K - $57.4K
19K $60K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-662
- 10.39%
$83.97 - $92.85 $55.6K - $61.5K
5.71K $503K
COP
Conocophillips

Energy
-225
- 6.73%
$82.66 - $106.1 $18.6K - $23.9K
3.12K $279K
PFE
Pfizer Inc

Healthcare
-1.14K
- 2.9%
$21.59 - $24.84 $24.5K - $28.2K
38K $922K
BX
Blackstone Inc.

Financial Services
-651
- 22.43%
$120.07 - $151.11 $78.2K - $98.4K
2.25K $336K
TDTT
Flexshares Tr Iboxx 3 Yr Targe

ETFs
-2.09K
- 2.32%
$23.96 - $24.41 $50.1K - $51K
88.1K $2.14M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-442
- 5.61%
$97.29 - $105.63 $43K - $46.7K
7.44K $755K
Activity Summary
Buys All Purchases 485 New Holdings 78 Increased Positions 407 Sells All Sells 204 Reductions 204 Sold out 0 Options Calls 0 Puts 1
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