Independent Advisor Alliance Purchases in Q4 2024

Independent Advisor Alliance

  • $7.25 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
12.1K
New
$25.3 - $26.31 $305K - $318K
12.1K $308K
EPS
Wisdomtree U.S. Largecap Fund

ETFs
5.03K
New
$59.58 - $63.93 $300K - $322K
5.03K $307K
CVNA
Carvana Co.

Consumer Cyclical
1.51K
New
$175.8 - $260.8 $265K - $393K
1.51K $306K
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
6.36K
New
$47.63 - $52.63 $303K - $335K
6.36K $306K
IYF
Ishares Tr

ETFs
2.76K
New
$102.7 - $119.05 $284K - $329K
2.76K $305K
KMB
Kimberly Clark Corp

Consumer Defensive
4.28K
+ 18.74%
$130.37 - $146.09 $558K - $625K
27.1K $3.55M
SHYD
Vaneck Short High Yield Muni E

ETFs
13.6K
New
$22.45 - $22.81 $305K - $310K
13.6K $305K
VCR
Vanguard Consumer Discretionar

ETFs
810
New
$328.51 - $401.37 $266K - $325K
810 $304K
DDOG
Datadog, Inc.

Technology
779
+ 11.41%
$113.98 - $168.65 $88.8K - $131K
7.61K $1.09M
DFAS
Dimensional ETF Tr U S Small C

ETFs
4.63K
New
$63.58 - $71.15 $294K - $329K
4.63K $301K
BLE
Blackrock Municipal Income Trust Ii

Financial Services
28.6K
New
$10.38 - $11.36 $297K - $325K
28.6K $300K
JOF
Japan Smaller Capitalization Fund Inc

Financial Services
39.2K
New
$7.5 - $8.25 $294K - $323K
39.2K $300K
ABNB
Airbnb, Inc.

Consumer Cyclical
2.08K
+ 38.76%
$125.36 - $147.37 $261K - $307K
7.46K $980K
SYF
Synchrony Financial

Financial Services
1.63K
+ 12.78%
$49.01 - $68.55 $80K - $112K
14.4K $936K
CLM
Cornerstone Strategic Value Fund Inc

Financial Services
34.7K
New
$7.67 - $9.21 $266K - $320K
34.7K $298K
IYE
Ishares Tr

ETFs
6.56K
New
$43.93 - $51.37 $288K - $337K
6.56K $298K
PANW
Palo Alto Networks Inc

Technology
21.1K
+ 95.21%
$181.96 - $405.9 $3.84M - $8.58M
43.3K $7.88M
AEE
Ameren Corp

Utilities
3.3K
New
$85.81 - $94.98 $284K - $314K
3.3K $294K
KWEB
Kraneshares Tr Csi China Inter

ETFs
10K
New
$29.11 - $38.87 $292K - $390K
10K $293K
XTN
Spdr Ser Tr S&P Transn ETF

ETFs
3.36K
New
$79.6 - $95.17 $267K - $320K
3.36K $291K
DFS
Discover Financial Services

Financial Services
1.67K
New
$136.3 - $182.67 $227K - $305K
1.67K $288K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
7.23K
New
$38.96 - $43.28 $282K - $313K
7.23K $284K
GM
General Motors CO

Consumer Cyclical
2.5K
+ 14.54%
$44.82 - $60.2 $112K - $151K
19.7K $1.05M
NEAR
Blackrock Short Maturity Bond

ETFs
5.5K
New
$50.28 - $51.08 $277K - $281K
5.5K $277K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
12.6K
New
$22.02 - $46.16 $277K - $581K
12.6K $277K
FHN
First Horizon Corp

Financial Services
632
+ 1.11%
$14.91 - $21.42 $9.42K - $13.5K
57.7K $1.16M
PWV
Invesco Exchange Traded Fd Tr

ETFs
4.84K
New
$56.33 - $61.73 $272K - $298K
4.84K $275K
WDAY
Workday, Inc.

Technology
975
+ 60.79%
$233.85 - $279.91 $228K - $273K
2.58K $665K
LII
Lennox International Inc

Industrials
447
New
$589.36 - $678.43 $263K - $303K
447 $272K
LVHI
Franklin International Low Vol

ETFs
8.84K
New
$29.98 - $31.57 $265K - $279K
8.84K $269K
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
2.88K
New
$93.52 - $95.37 $269K - $274K
2.88K $269K
FCT
First Trust Senior Floating Rate Income Fund Ii

Financial Services
25.9K
New
$10.2 - $10.51 $264K - $272K
25.9K $268K
HOOD
Robinhood Markets, Inc.

Technology
7.19K
New
$22.33 - $43.2 $161K - $311K
7.19K $268K
QLD
Proshares Ultra Qqq

ETFs
2.48K
New
$97.85 - $120.25 $242K - $298K
2.48K $267K
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
1.62K
New
$164.89 - $177.66 $267K - $288K
1.62K $267K
FPF
First Trust Intermediate Duration Preferred & Income Fund

Financial Services
14.8K
New
$17.87 - $19.48 $264K - $288K
14.8K $266K
IBND
Spdr Bloomberg International C

ETFs
9.33K
New
$28.36 - $30.49 $265K - $284K
9.33K $264K
ROUS
Hartford Multifactor Us Equity

ETFs
5.17K
New
$50.86 - $54.39 $263K - $281K
5.17K $263K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
5.5K
New
$47.58 - $48.56 $262K - $267K
5.5K $262K
DEEP
ETF Ser Solutions Roundhill Ac

Technology
7.59K
New
$34.22 - $37.6 $260K - $285K
7.59K $261K
IBKR
Interactive Brokers Group, Inc.

Financial Services
1.48K
New
$138.3 - $192.95 $204K - $285K
1.48K $260K
FTGC
First Trust Global Tactical CO

ETFs
10.9K
New
$23.23 - $24.25 $252K - $263K
10.9K $259K
HSBC
Hsbc Holdings PLC

Financial Services
5.23K
New
$43.83 - $49.51 $229K - $259K
5.23K $258K
TTWO
Take Two Interactive Software Inc

Communication Services
555
+ 10.8%
$147.66 - $190.46 $82K - $106K
5.69K $1.05M
ADSK
Autodesk, Inc.

Technology
1.05K
+ 24.73%
N/A
5.28K $1.3M
IHF
Ishares Tr

ETFs
5.36K
New
$47.41 - $56.83 $254K - $305K
5.36K $257K
CNQ
Canadian Natural Resources LTD

Energy
8.31K
New
$29.51 - $37.6 $245K - $312K
8.31K $256K
PKB
Invesco Exchange Traded Fd Tr

ETFs
3.39K
New
$75.72 - $88.37 $257K - $300K
3.39K $256K
AOM
Ishares Tr Core Moderate Alloc

ETFs
5.91K
New
$43.44 - $45.05 $257K - $266K
5.91K $256K
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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