Independent Advisor Alliance Purchases in Q4 2024

Independent Advisor Alliance

  • $7.25 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FXD
First Tr Exchange Traded Fd

ETFs
99.7K
New
$62.05 - $68.52 $6.19M - $6.83M
99.7K $6.45M
AVUS
American Centy ETF Tr Avantis

ETFs
66.4K
New
$94.36 - $102.06 $6.27M - $6.78M
66.4K $6.44M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
127K
New
$50.67 - $50.9 $6.43M - $6.46M
127K $6.44M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
148K
New
$42.84 - $45.38 $6.34M - $6.72M
148K $6.36M
FYC
First Trust Small Cap Growth A

ETFs
80.5K
New
$72.19 - $84.64 $5.81M - $6.81M
80.5K $6.23M
RECS
Columbia ETF Tr I

ETFs
177K
New
$33.61 - $36.42 $5.95M - $6.45M
177K $6.13M
DGRO
Ishares Core Dividend Growth E

ETFs
99.7K
New
$60.73 - $64.94 $6.05M - $6.47M
99.7K $6.11M
FXO
First Tr Exchange Traded Fd Fi

ETFs
112K
New
$50.63 - $59.0 $5.68M - $6.62M
112K $6.08M
NFLX
Netflix Inc

Communication Services
2.28K
+ 10.3%
$687.65 - $936.56 $1.57M - $2.14M
24.5K $21.8M
IVE
Ishares S&P 500 Value ETF

ETFs
31.6K
New
$189.5 - $206.17 $5.99M - $6.52M
31.6K $6.03M
FXR
First Trust Industrials/Produc

ETFs
74.6K
New
$74.81 - $83.27 $5.58M - $6.21M
74.6K $5.58M
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
132K
New
$40.82 - $45.39 $5.39M - $5.99M
132K $5.49M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
13K
+ 16.27%
$442.29 - $483.08 $5.76M - $6.3M
93.1K $42.2M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
110K
+ 648.64%
$46.48 - $51.32 $5.11M - $5.65M
127K $6.11M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
21.9K
New
$238.25 - $261.28 $5.22M - $5.72M
21.9K $5.3M
QTEC
First Trust Nasdaq 100 Technol

ETFs
27.9K
New
$185.87 - $204.12 $5.18M - $5.69M
27.9K $5.25M
FDN
First Tr Fd Dow Jones

ETFs
21.5K
New
$210.5 - $257.24 $4.52M - $5.52M
21.5K $5.22M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
103K
New
$49.79 - $51.14 $5.11M - $5.25M
103K $5.14M
AVUV
American Centy ETF Tr Avantis

ETFs
52.6K
+ 240.93%
$94.37 - $106.41 $4.96M - $5.59M
74.4K $7.18M
VCIT
Vanguard Intermediate Term Cor

ETFs
63.3K
New
$80.13 - $83.77 $5.07M - $5.3M
63.3K $5.08M
V
Visa Inc.

Financial Services
6.68K
+ 9.36%
$273.87 - $320.91 $1.83M - $2.14M
78.1K $24.7M
ARCC
Ares Capital Corp

Financial Services
230K
New
$20.74 - $22.27 $4.76M - $5.11M
230K $5.02M
VDE
Vanguard Energy ETF

ETFs
40.6K
New
$116.67 - $136.78 $4.74M - $5.56M
40.6K $4.93M
GDL
Gdl Fund

Financial Services
613K
New
$7.94 - $8.25 $4.87M - $5.06M
613K $4.92M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
62.7K
New
$77.86 - $79.27 $4.88M - $4.97M
62.7K $4.89M
CRM
Salesforce, Inc.

Technology
8.24K
+ 23.47%
$270.87 - $367.87 $2.23M - $3.03M
43.3K $14.5M
IWY
Ishares Tr Russell 200 Growth

ETFs
20K
+ 211.56%
$216.72 - $244.71 $4.32M - $4.88M
29.4K $6.91M
CORP
Pimco Investment Grade Corp Bd

ETFs
50.4K
New
$95.1 - $99.41 $4.8M - $5.01M
50.4K $4.8M
ICSH
Blackrock Ultra Short Term Bon

ETFs
94.9K
New
$50.35 - $50.69 $4.78M - $4.81M
94.9K $4.79M
FTSL
First Trust Senior Ln Fund

ETFs
103K
New
$45.9 - $46.48 $4.74M - $4.8M
103K $4.77M
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
50.9K
New
$89.88 - $101.38 $4.57M - $5.16M
50.9K $4.75M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
73.1K
New
$58.39 - $67.04 $4.27M - $4.9M
73.1K $4.64M
LONZ
Pimco ETF Tr Sr Ln Active Exch

ETFs
89.7K
New
$50.81 - $51.59 $4.56M - $4.63M
89.7K $4.58M
EFG
Msci Eafe Growth ETF

ETFs
46.5K
New
$96.83 - $106.88 $4.5M - $4.97M
46.5K $4.5M
OUSM
Alps ETF Tr Oshares U S Small

ETFs
102K
New
$43.6 - $47.2 $4.44M - $4.81M
102K $4.45M
DTD
Wisdomtree Tr U.S Total Divide

ETFs
58.3K
New
$75.44 - $80.53 $4.4M - $4.69M
58.3K $4.42M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
46.9K
New
$91.94 - $100.02 $4.31M - $4.69M
46.9K $4.35M
EFV
Msci Eafe Value ETF

ETFs
81.8K
New
$51.78 - $57.15 $4.23M - $4.67M
81.8K $4.29M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
160K
New
$26.55 - $27.32 $4.25M - $4.37M
160K $4.28M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
55.1K
New
$77.02 - $78.58 $4.24M - $4.33M
55.1K $4.25M
ITOT
Ishares Core S&P Total U.S. St

ETFs
32.7K
New
$124.26 - $134.12 $4.07M - $4.39M
32.7K $4.21M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
81.6K
New
$49.03 - $53.35 $4M - $4.35M
81.6K $4.18M
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
288K
+ 2712.16%
$14.28 - $14.81 $4.11M - $4.26M
298K $4.29M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
92.9K
New
$43.84 - $48.76 $4.07M - $4.53M
92.9K $4.09M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
28.9K
New
$129.96 - $144.97 $3.76M - $4.19M
28.9K $4.03M
FDL
First Tr Morningstar Dividend

ETFs
104K
+ 110.96%
$39.59 - $43.95 $4.11M - $4.57M
198K $7.96M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
68.9K
New
$57.38 - $61.11 $3.96M - $4.21M
68.9K $4.02M
SOXX
Ishares Semiconductor ETF

ETFs
18.5K
New
$211.27 - $239.8 $3.92M - $4.45M
18.5K $4M
VHT
Vanguard Health Care ETF

ETFs
15.7K
New
$250.81 - $283.3 $3.94M - $4.45M
15.7K $3.99M
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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