Independent Advisor Alliance Purchases in Q4 2024

Independent Advisor Alliance

  • $7.25 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
2.92M
+ 2019.12%
$66.77 - $71.52 $195M - $209M
3.07M $211M
SPYG
Spdr Portfolio

ETFs
1.58M
+ 7157.87%
$81.74 - $91.38 $129M - $144M
1.6M $140M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
654K
New
$198.04 - $221.51 $130M - $145M
654K $138M
IVV
Ishares Core S&P 500 ETF

ETFs
212K
+ 3427.19%
$570.51 - $610.59 $121M - $130M
218K $129M
SPY
Spdr S&P 500 ETF Trust

ETFs
205K
+ 5961.25%
$567.81 - $607.81 $117M - $125M
209K $122M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
1.46M
New
$69.3 - $74.3 $101M - $108M
1.46M $104M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
1.26M
New
$65.67 - $69.79 $82.6M - $87.7M
1.26M $84.3M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
1.53M
+ 6012.38%
$51.09 - $55.27 $78.1M - $84.5M
1.55M $79.5M
QQQ
Invesco Qqq Trust, Series 1

ETFs
151K
+ 2338.09%
$481.22 - $538.17 $72.5M - $81.1M
157K $80.3M
VIG
Vanguard Dividend Appreciation

ETFs
396K
+ 19950.48%
N/A
398K $72.4M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
866K
New
$80.93 - $85.66 $70.1M - $74.2M
866K $70.1M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
1.42M
New
$44.33 - $49.55 $62.9M - $70.3M
1.42M $63.7M
OMFL
Invesco Exchange Traded Self I

ETFs
987K
New
$52.49 - $56.58 $51.8M - $55.8M
987K $53.5M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
1.41M
New
$35.45 - $40.33 $50.2M - $57.1M
1.41M $50.7M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
93.2K
New
$521.84 - $558.82 $48.6M - $52.1M
93.2K $50.2M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.43M
+ 9062.42%
$34.13 - $37.35 $48.8M - $53.4M
1.45M $49.3M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
1.51M
+ 14587.29%
$29.73 - $30.81 $44.8M - $46.5M
1.52M $46.3M
CGGR
Capital Group Growth ETF Shs C

ETFs
1.23M
New
$34.49 - $39.24 $42.5M - $48.4M
1.23M $45.8M
FDVV
Fidelity High Dividend ETF

ETFs
884K
New
$49.66 - $52.63 $43.9M - $46.5M
884K $44.2M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
1.42M
+ 5282.83%
$27.8 - $29.05 $39.5M - $41.3M
1.45M $40.3M
XLG
Invesco Exchange Traded Fd Tr

ETFs
778K
New
$46.94 - $51.62 $36.5M - $40.1M
778K $38.9M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.37M
+ 8161.65%
$26.93 - $84.95 $37M - $117M
1.39M $38M
XLK
Technology Sector Spdr

ETFs
157K
+ 16068.58%
$220.26 - $241.44 $34.6M - $37.9M
158K $36.7M
AAPL
Apple Inc.

Technology
84.2K
+ 9.71%
$221.69 - $259.02 $18.7M - $21.8M
952K $238M
VUG
Vanguard Growth ETF

ETFs
85.2K
+ 5961.19%
$378.79 - $428.11 $32.3M - $36.5M
86.7K $35.6M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
1.63M
New
$20.6 - $20.71 $33.6M - $33.7M
1.63M $33.6M
SPTL
Spdr Portfolio Long Term Treas

ETFs
1.16M
+ 14404.09%
$26.05 - $29.17 $30.2M - $33.8M
1.17M $30.5M
VTI
Vanguard Total Stock Market Et

ETFs
102K
+ 379.29%
$280.04 - $302.45 $28.6M - $30.8M
129K $37.3M
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
465K
New
$63.23 - $66.65 $29.4M - $31M
465K $29.5M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
470K
+ 1538.45%
$61.68 - $67.87 $29M - $31.9M
500K $31.2M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
254K
+ 1860.01%
$113.92 - $127.38 $28.9M - $32.4M
268K $30.8M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
465K
New
$59.74 - $60.03 $27.8M - $27.9M
465K $27.8M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
1.43M
New
$19.38 - $19.58 $27.7M - $28M
1.43M $27.8M
QGRO
American Centy ETF Tr Stoxx Us

ETFs
277K
New
$90.31 - $106.37 $25M - $29.5M
277K $27.6M
IWV
Ishares Russell 3000 ETF

ETFs
81.6K
New
$323.08 - $349.08 $26.4M - $28.5M
81.6K $27.3M
XLF
Financial Sector Spdr

ETFs
554K
New
$44.89 - $51.34 $24.9M - $28.5M
554K $26.8M
AMZN
Amazon Com Inc

Consumer Cyclical
36.3K
+ 6.53%
$180.88 - $232.93 $6.56M - $8.45M
592K $130M
USFR
Wisdomtree Floating Rate Treas

ETFs
518K
New
$50.23 - $50.46 $26M - $26.1M
518K $26.1M
SPIB
Spdr Portfolio Intermediate Te

ETFs
794K
New
$32.65 - $33.68 $25.9M - $26.8M
794K $26M
SPMD
Spdr Portfolio

ETFs
467K
New
$54.13 - $59.56 $25.3M - $27.8M
467K $25.5M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
1.11M
+ 3827.68%
$21.43 - $22.55 $23.8M - $25.1M
1.14M $24.6M
SCHG
Schwab Strategic Tr Us Large C

ETFs
938K
+ 2970.55%
$25.93 - $105.3 $24.3M - $98.8M
970K $27M
GTO
Invesco Actively Managed ETF T

ETFs
507K
New
$46.33 - $48.41 $23.5M - $24.6M
507K $23.5M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
177K
New
$131.66 - $144.0 $23.4M - $25.5M
177K $23.4M
VGSH
Vanguard

ETFs
375K
New
$58.02 - $58.88 $21.8M - $22.1M
375K $21.8M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
222K
+ 1709.14%
$98.47 - $109.35 $21.9M - $24.3M
235K $23.2M
RWL
Invesco Exchange Traded Fd Tr

ETFs
221K
New
$97.11 - $104.1 $21.5M - $23M
221K $21.7M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
50.8K
New
$417.69 - $450.94 $21.2M - $22.9M
50.8K $21.6M
VO
Vanguard Mid Cap ETF

ETFs
81.6K
+ 6229.77%
$261.5 - $284.63 $21.3M - $23.2M
82.9K $21.9M
Activity Summary
Buys All Purchases 1194 New Holdings 688 Increased Positions 506 Sells All Sells 144 Reductions 144 Sold out 0 Options Calls 0 Puts 0
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