Independent Advisor Alliance Purchases in Q4 2024

Independent Advisor Alliance

  • $7.25 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IEMG
Ishares Inc

ETFs
73.8K
+ 1423.55%
N/A
79K $4.24M
PRF
Invesco Exchange Traded Fd Tr

ETFs
97.7K
New
$40.15 - $42.9 $3.92M - $4.19M
97.7K $3.94M
VXF
Vanguard Extended Market ETF

ETFs
20.7K
New
$179.17 - $207.15 $3.71M - $4.3M
20.7K $3.94M
FUMB
First Tr ETF Iii Enhanced Shor

ETFs
195K
New
$20.05 - $20.15 $3.91M - $3.93M
195K $3.92M
BND
Vanguard Bd Index Fd Inc Total

ETFs
52.8K
New
$71.75 - $75.11 $3.79M - $3.96M
52.8K $3.8M
FXH
First Tr Exchange Trd Fd Healt

ETFs
36K
New
$103.53 - $112.72 $3.73M - $4.06M
36K $3.75M
DDIV
First Tr Exchnge Traded Fd Vi

ETFs
99.1K
New
$36.57 - $41.01 $3.62M - $4.06M
99.1K $3.74M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
77.8K
New
$47.26 - $48.18 $3.68M - $3.75M
77.8K $3.69M
FYX
First Tr Small Cap Core Alphad

ETFs
36.3K
New
$96.51 - $110.53 $3.51M - $4.02M
36.3K $3.67M
FEMB
First Tr ETF Emerging Markets

ETFs
140K
New
$25.98 - $28.92 $3.65M - $4.06M
140K $3.65M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
44.4K
+ 1244.63%
$78.43 - $87.17 $3.48M - $3.87M
47.9K $3.84M
JHMM
John Hancock Multifactor Mid C

ETFs
59.6K
+ 736.04%
$59.61 - $64.8 $3.55M - $3.86M
67.7K $4.05M
IYW
Ishares Dj Us Tech ETF

ETFs
22.2K
New
$148.14 - $166.23 $3.3M - $3.7M
22.2K $3.55M
KRMA
Global X Fds Global X Consciou

ETFs
90.1K
New
$38.55 - $40.97 $3.47M - $3.69M
90.1K $3.52M
SCHA
Schwab Strategic Tr Us Small C

ETFs
140K
+ 3553.73%
$25.33 - $51.16 $3.53M - $7.14M
143K $3.71M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
67.9K
New
$50.73 - $51.08 $3.45M - $3.47M
67.9K $3.46M
IXUS
Ishares Tr

ETFs
51.4K
New
$65.95 - $72.56 $3.39M - $3.73M
51.4K $3.4M
FCVT
First Tr Exchange Traded Fd Iv

ETFs
92.3K
New
$35.35 - $38.58 $3.26M - $3.56M
92.3K $3.39M
DVY
Ishares Tr

ETFs
25.8K
New
$129.55 - $143.41 $3.34M - $3.7M
25.8K $3.39M
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
78.7K
New
$42.79 - $44.9 $3.37M - $3.53M
78.7K $3.38M
DIVB
Ishares Tr U S Divid & Buyback

ETFs
69.7K
New
$46.9 - $50.96 $3.27M - $3.55M
69.7K $3.3M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
26.6K
New
$119.61 - $136.3 $3.18M - $3.62M
26.6K $3.28M
DSI
Ishares Msci Kld 400 Social Et

ETFs
29.7K
New
$107.41 - $115.71 $3.19M - $3.44M
29.7K $3.28M
IWD
Ishares Russell 1000 Val ETF

ETFs
17.6K
+ 1367.11%
$183.23 - $199.79 $3.22M - $3.51M
18.9K $3.49M
JPEM
Jp Morgan Diversified Return

ETFs
62.4K
New
$51.88 - $57.84 $3.24M - $3.61M
62.4K $3.24M
VGIT
Vanguard Intermediate Term Tre

ETFs
55.5K
New
$57.78 - $60.4 $3.21M - $3.36M
55.5K $3.22M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
27.8K
New
$111.85 - $120.71 $3.1M - $3.35M
27.8K $3.2M
IGRO
Ishares Tr International Divid

ETFs
47K
New
$67.76 - $74.48 $3.18M - $3.5M
47K $3.19M
PLTR
Palantir Technologies Inc.

Technology
26.9K
+ 90.71%
$36.46 - $82.38 $980K - $2.22M
56.5K $4.28M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
63.1K
New
$50.06 - $55.0 $3.16M - $3.47M
63.1K $3.17M
GLDM
World Gold Trust

ETFs
60.9K
+ 612.88%
$50.76 - $55.23 $3.09M - $3.36M
70.8K $3.68M
XAR
Spdr S&P Aerospace & Defense E

ETFs
19K
New
$153.8 - $176.52 $2.92M - $3.35M
19K $3.15M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
24.4K
New
$124.61 - $133.96 $3.04M - $3.27M
24.4K $3.14M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
61.6K
New
$50.53 - $55.55 $3.11M - $3.42M
61.6K $3.14M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
172K
New
$17.93 - $18.8 $3.08M - $3.23M
172K $3.13M
IAT
Ishares Tr

ETFs
61.4K
New
$46.07 - $56.9 $2.83M - $3.49M
61.4K $3.09M
FXN
First Tr Exchange Traded Fd Fi

ETFs
183K
New
$15.42 - $18.08 $2.82M - $3.3M
183K $2.99M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
57.5K
New
$51.33 - $53.74 $2.95M - $3.09M
57.5K $2.96M
TDIV
First Trust Nasdaq Technology

ETFs
37.8K
New
$78.03 - $82.13 $2.95M - $3.1M
37.8K $2.96M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
59.4K
New
$49.74 - $50.43 $2.96M - $3M
59.4K $2.96M
COST
Costco Wholesale Corp

Consumer Defensive
2.14K
+ 6.5%
$873.59 - $994.69 $1.87M - $2.13M
35.1K $32.2M
RYLD
Global X Fds Russell 2000 Cove

ETFs
180K
New
$15.97 - $16.79 $2.87M - $3.02M
180K $2.93M
FTC
First Tr Lge Cap Growth

ETFs
21.3K
New
$130.13 - $149.09 $2.77M - $3.18M
21.3K $2.93M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
127K
New
$22.72 - $23.0 $2.89M - $2.93M
127K $2.91M
EFA
Ishares Tr Msci Eafe ETF

ETFs
38.2K
New
$75.1 - $82.99 $2.87M - $3.17M
38.2K $2.89M
PPA
Invesco Exchange Traded Fd Tr

ETFs
25.2K
New
$113.79 - $124.5 $2.86M - $3.13M
25.2K $2.89M
SPOT
Spotify Technology S.A.

Communication Services
5.7K
+ 136.14%
$362.95 - $502.38 $2.07M - $2.86M
9.89K $4.42M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
128K
New
$22.1 - $22.59 $2.83M - $2.9M
128K $2.85M
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
27.2K
New
$100.38 - $107.86 $2.73M - $2.93M
27.2K $2.8M
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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