Independent Advisor Alliance Purchases in Q4 2024

Independent Advisor Alliance

  • $7.25 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AAL
American Airlines Group Inc.

Industrials
23.2K
New
N/A
23.2K $255K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
1.34K
New
$180.39 - $205.43 $242K - $275K
1.34K $254K
WST
West Pharmaceutical Services Inc

Healthcare
597
+ 28.69%
$285.69 - $344.0 $171K - $205K
2.68K $877K
WRB
Berkley W R Corp

Financial Services
2.38K
+ 3.8%
$56.48 - $64.94 $135K - $155K
65.1K $3.81M
BHF
Brighthouse Financial, Inc.

Financial Services
1.69K
+ 3.02%
$43.95 - $52.91 $74.5K - $89.6K
57.8K $2.78M
IP
International Paper CO

Consumer Cyclical
2.45K
+ 10.25%
$46.64 - $59.57 $114K - $146K
26.4K $1.42M
JBL
Jabil Inc

Technology
1.33K
+ 54.09%
$118.97 - $147.77 $158K - $196K
3.79K $544K
JLS
Nuveen Mortgage & Income Fund

Financial Services
13.9K
New
$17.91 - $18.99 $249K - $264K
13.9K $250K
TDY
Teledyne Technologies Inc

Technology
540
New
$436.59 - $489.24 $236K - $264K
540 $250K
BBH
Vaneck ETF Tr Biotech ETF

ETFs
1.6K
New
$156.32 - $178.25 $249K - $284K
1.6K $250K
PHYS
Sprott Physical Gold Trust

Financial Services
12.4K
New
$19.66 - $21.66 $244K - $268K
12.4K $249K
TT
Trane Technologies PLC

Industrials
954
+ 17.85%
$369.35 - $419.14 $352K - $400K
6.3K $2.33M
MCHP
Microchip Technology Inc

Technology
6.13K
+ 136.16%
$55.51 - $79.05 $340K - $484K
10.6K $609K
CARR
Carrier Global Corp

Industrials
4.73K
+ 76.43%
$66.69 - $82.65 $315K - $391K
10.9K $745K
IYJ
Ishares Tr

ETFs
1.86K
New
$132.97 - $143.93 $247K - $267K
1.86K $247K
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
2.96K
New
$79.95 - $89.42 $237K - $265K
2.96K $247K
FISV
Fiserv Inc

Technology
1.97K
+ 20.03%
N/A
11.8K $1.47M
TILE
Interface Inc

Consumer Cyclical
21
+ 0.05%
$17.47 - $26.82 $367 - $563
45.7K $1.11M
RBLX
Roblox Corp

Communication Services
2.13K
+ 23.57%
$39.86 - $61.45 $85K - $131K
11.2K $646K
RDIV
Invesco Exchange Traded Fd Tr

ETFs
5.08K
New
$48.12 - $52.79 $244K - $268K
5.08K $245K
OC
Owens Corning

Industrials
1.43K
New
$169.41 - $210.81 $243K - $302K
1.43K $244K
SJNK
Spdr Bloomberg Short Term High

ETFs
9.68K
New
$25.09 - $25.69 $243K - $249K
9.68K $244K
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
5.73K
New
$42.32 - $55.35 $242K - $317K
5.73K $244K
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
29.4K
New
$8.1 - $9.04 $238K - $266K
29.4K $243K
DXCM
Dexcom Inc

Healthcare
3.14K
New
$65.68 - $81.01 $206K - $254K
3.14K $243K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
10.7K
New
$22.65 - $23.8 $243K - $255K
10.7K $243K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
3.19K
New
$75.65 - $83.47 $241K - $266K
3.19K $243K
HQH
Tekla Healthcare Investors

Financial Services
15.2K
New
$16.03 - $18.73 $243K - $284K
15.2K $243K
FVC
First Tr Exche Trd Fd Vi Dorse

ETFs
6.64K
New
$35.31 - $38.83 $235K - $258K
6.64K $242K
CDC
Victory Portfolios Ii Shs Inco

ETFs
3.88K
New
$61.65 - $67.55 $239K - $262K
3.88K $242K
DELL
Dell Technologies Inc.

Technology
2.19K
+ 63.87%
$111.96 - $144.21 $245K - $315K
5.61K $646K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
7.24K
New
$33.39 - $37.66 $242K - $273K
7.24K $241K
CSGP
Costar Group, Inc.

Real Estate
3.36K
New
$69.7 - $81.97 $234K - $275K
3.36K $240K
FDLO
Fidelity Covington Tr Low Vola

ETFs
3.97K
New
$60.24 - $63.08 $239K - $250K
3.97K $240K
HES
Hess Corp

Energy
1.81K
New
$127.66 - $148.65 $231K - $269K
1.81K $240K
OMC
Omnicom Group Inc.

Communication Services
2.8K
New
$85.82 - $105.47 $240K - $295K
2.8K $240K
GUG
Guggenheim Active Allocation Fund

ETFs
16.1K
New
$14.87 - $16.49 $239K - $266K
16.1K $239K
BKR
Baker Hughes CO

Energy
5.8K
New
$35.98 - $44.88 $209K - $260K
5.8K $238K
STT
State Street Corp

Financial Services
2.42K
New
$85.96 - $100.78 $208K - $244K
2.42K $237K
MUSA
Murphy Usa Inc.

Consumer Cyclical
466
New
$473.11 - $555.48 $220K - $259K
466 $233K
USMC
Principal ETF U S Mega Cap

ETFs
3.84K
New
$56.37 - $61.98 $216K - $238K
3.84K $230K
RMD
Resmed Inc

Healthcare
1.01K
New
$228.69 - $256.07 $231K - $258K
1.01K $230K
DFAT
Dimensional ETF Tr U S Target

ETFs
4.12K
New
$54.54 - $61.04 $225K - $252K
4.12K $229K
SONY
Sony Group Corp

Technology
10.8K
New
$17.53 - $96.8 $189K - $1.04M
10.8K $228K
UDOW
Proshares Trust Proshrs Ultrap

ETFs
2.41K
New
$91.39 - $113.27 $220K - $273K
2.41K $227K
ICE
Intercontinental Exchange, Inc.

Financial Services
2.07K
+ 28.98%
$148.29 - $166.93 $308K - $346K
9.23K $1.38M
IRBO
Ishares Robotics & Artificial

ETFs
7.06K
New
N/A
7.06K $226K
BLOK
Amplify ETF Tr Trnsformational

ETFs
5.2K
New
$36.5 - $53.22 $190K - $277K
5.2K $224K
PAYX
Paychex Inc

Industrials
1.22K
+ 14.18%
$135.86 - $148.73 $166K - $182K
9.84K $1.38M
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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