Independent Advisor Alliance Purchases in Q4 2024

Independent Advisor Alliance

  • $7.25 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
QUAL
Ishares Msci Usa Quality Facto

ETFs
65.7K
+ 3208.84%
$176.42 - $186.91 $11.6M - $12.3M
67.7K $12.1M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
166K
New
$69.58 - $74.87 $11.5M - $12.4M
166K $11.6M
VEU
Vanguard Ftse All World Ex Us

ETFs
198K
New
$57.29 - $63.1 $11.3M - $12.5M
198K $11.4M
RSP
Invesco S&P 500 Equal Weight E

ETFs
63.7K
New
$174.22 - $187.62 $11.1M - $12M
63.7K $11.2M
XLE
Energy Sector Spdr

ETFs
130K
New
$83.32 - $97.27 $10.8M - $12.7M
130K $11.1M
AVLV
American Centy ETF Tr Avantis
167K
New
$65.51 - $71.22 $10.9M - $11.9M
167K $11.1M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
115K
New
$89.97 - $98.59 $10.4M - $11.4M
115K $10.9M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
466K
New
$23.29 - $23.93 $10.9M - $11.2M
466K $10.9M
VGT
Vanguard Information Technolog

ETFs
17.5K
+ 2134.15%
$571.78 - $647.97 $10M - $11.3M
18.3K $11.4M
XLV
Select Sector Spdr Fund Health

ETFs
77.8K
New
$136.28 - $154.74 $10.6M - $12M
77.8K $10.7M
IGM
Ishares Expanded Tech Sector E

ETFs
103K
+ 3103.93%
$94.19 - $106.95 $9.67M - $11M
106K $10.8M
LQD
Ishares Iboxx $ Investment Gra

ETFs
93.8K
New
$106.56 - $113.11 $9.99M - $10.6M
93.8K $10M
XLI
Industrial Sector Spdr

ETFs
75.8K
+ 4427.38%
$131.76 - $143.99 $9.99M - $10.9M
77.6K $10.2M
PSI
Invesco Exchange Traded Fd Tr

ETFs
172K
New
$53.26 - $60.98 $9.16M - $10.5M
172K $9.96M
IYG
Ishares Tr

ETFs
127K
New
$70.24 - $82.34 $8.94M - $10.5M
127K $9.9M
FSIG
First Tr ETF Iv LTD Duration I
515K
New
$18.8 - $19.23 $9.68M - $9.9M
515K $9.72M
TLT
Ishares Barclays 20+ Year Trea

ETFs
113K
+ 361.9%
$87.1 - $98.49 $9.84M - $11.1M
144K $12.6M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
184K
New
$51.58 - $52.91 $9.5M - $9.75M
184K $9.53M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
108K
New
N/A
108K $9.23M
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
122K
New
N/A
122K $9.16M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
392K
+ 3459.54%
$22.39 - $23.45 $8.78M - $9.2M
404K $9.28M
IWB
Ishares Tr Russell 1000 ETF

ETFs
27.9K
New
$311.11 - $335.64 $8.69M - $9.38M
27.9K $9M
XLP
Consumer Staples Sector Spdr

ETFs
117K
New
N/A
117K $8.93M
IWM
Ishares Russell 2000 ETF

ETFs
39.4K
New
$216.13 - $242.4 $8.53M - $9.56M
39.4K $8.72M
MSTR
Microstrategy Inc

Technology
13.1K
+ 32.82%
$162.69 - $473.83 $2.13M - $6.2M
53K $15.3M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
190K
New
$45.07 - $47.1 $8.57M - $8.96M
190K $8.6M
CGUS
Capital Group Core Equity ETF
240K
New
$33.96 - $36.24 $8.14M - $8.69M
240K $8.38M
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
349K
New
$23.42 - $24.25 $8.18M - $8.47M
349K $8.25M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
83K
New
$99.0 - $99.5 $8.22M - $8.26M
83K $8.23M
MSFT
Microsoft Corp

Technology
25.6K
+ 8.51%
$406.35 - $454.46 $10.4M - $11.6M
326K $137M
JMEE
J P Morgan Exchange Traded Fd

ETFs
131K
New
$60.1 - $66.4 $7.87M - $8.69M
131K $7.91M
GOOG
Alphabet Inc.

Communication Services
9.91K
+ 3.91%
$163.08 - $198.16 $1.62M - $1.96M
263K $50.1M
JPM
Jpmorgan Chase & CO

Financial Services
11.1K
+ 6.53%
$205.18 - $250.29 $2.28M - $2.78M
181K $43.5M
FTA
First Tr Large Cap Value

ETFs
97.9K
New
$75.21 - $83.49 $7.36M - $8.17M
97.9K $7.48M
SPSB
Spdr Portfolio Short Term Corp

ETFs
250K
New
$29.77 - $30.19 $7.44M - $7.55M
250K $7.46M
VDC
Vanguard Consumer Staples ETF

ETFs
34.4K
New
$210.96 - $223.62 $7.26M - $7.7M
34.4K $7.28M
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
141K
New
$50.34 - $56.61 $7.1M - $7.98M
141K $7.22M
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
328K
New
$21.66 - $22.69 $7.11M - $7.45M
328K $7.15M
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
278K
New
$24.94 - $25.74 $6.92M - $7.14M
278K $7.08M
BSCU
Invesco Exc Self Ind Tr

ETFs
428K
New
$16.32 - $16.99 $6.99M - $7.28M
428K $7.01M
SRLN
Ssga Active Trust

ETFs
167K
New
$41.48 - $42.08 $6.95M - $7.05M
167K $6.99M
FVD
First Tr Value Line Divid Inde

ETFs
168K
+ 90.02%
$43.4 - $46.7 $7.29M - $7.84M
355K $15.5M
PULS
Pgim ETF Tr

ETFs
141K
New
$49.51 - $49.79 $6.96M - $7M
141K $6.97M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
275K
New
$24.55 - $25.16 $6.76M - $6.93M
275K $6.79M
EDOW
First Tr Exchange Traded Fd

ETFs
186K
New
$35.29 - $38.02 $6.58M - $7.09M
186K $6.77M
IBB
Ishares Biotechnology ETF

ETFs
51.2K
New
$131.21 - $148.85 $6.72M - $7.62M
51.2K $6.77M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
343K
New
$19.47 - $20.95 $6.68M - $7.19M
343K $6.7M
WMT
Walmart Inc.

Consumer Defensive
40.7K
+ 13.04%
$79.1 - $95.7 $3.22M - $3.89M
353K $31.9M
LDUR
Pimco Enhanced Low Duration Ac

ETFs
70.1K
New
$94.79 - $95.69 $6.65M - $6.71M
70.1K $6.66M
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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