Independent Advisor Alliance Purchases in Q4 2024

Independent Advisor Alliance

  • $7.25 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FEMS
First Trust Emerging Markets S

ETFs
74.3K
New
$37.58 - $41.53 $2.79M - $3.08M
74.3K $2.8M
GWRE
Guidewire Software, Inc.

Technology
16.5K
New
$168.58 - $207.12 $2.79M - $3.42M
16.5K $2.79M
PSN
Parsons Corp

Industrials
29.9K
New
$92.25 - $113.31 $2.76M - $3.39M
29.9K $2.76M
CLOI
Vaneck ETF Tr

ETFs
52.1K
New
$52.7 - $53.15 $2.75M - $2.77M
52.1K $2.75M
HEFA
Ishares Currency Hedged Msci E

ETFs
79.1K
New
$34.42 - $35.88 $2.72M - $2.84M
79.1K $2.75M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
51.1K
+ 103.12%
$58.88 - $64.8 $3.01M - $3.31M
101K $5.94M
BNDX
Vanguard Total International B

ETFs
55.5K
New
$48.91 - $50.61 $2.71M - $2.81M
55.5K $2.72M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
40K
New
$67.29 - $73.38 $2.69M - $2.93M
40K $2.71M
PAVE
Global X Fds Us Infrastructure

ETFs
67K
+ 877.84%
$40.41 - $45.95 $2.71M - $3.08M
74.6K $3.01M
EMLP
First Tr Exchange Traded Iv

ETFs
75.7K
New
$33.69 - $38.24 $2.55M - $2.9M
75.7K $2.7M
NOW
Service Now, Inc.

Technology
1.45K
+ 21.39%
$867.18 - $1148.42 $1.26M - $1.66M
8.22K $8.71M
AIQ
Global X Funds Global X Artifi

ETFs
68.6K
New
$36.57 - $40.57 $2.51M - $2.78M
68.6K $2.65M
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
55.2K
New
$47.66 - $51.84 $2.63M - $2.86M
55.2K $2.64M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
103K
+ 2390.81%
$27.54 - $83.04 $2.84M - $8.58M
108K $2.98M
SCHV
Schwab Strategic Tr Us Large C

ETFs
109K
+ 2621.9%
$25.79 - $80.4 $2.82M - $8.78M
113K $2.96M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
21.6K
New
$119.34 - $127.78 $2.58M - $2.76M
21.6K $2.58M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
31.3K
New
$81.68 - $82.93 $2.56M - $2.6M
31.3K $2.57M
IHDG
Wisdomtree Tr

ETFs
58.4K
New
$43.38 - $46.0 $2.54M - $2.69M
58.4K $2.54M
FIW
First Trust Water ETF

ETFs
23.9K
New
$102.02 - $110.91 $2.44M - $2.65M
23.9K $2.44M
IWS
Ishares Russell Midcap Value E

ETFs
18.7K
New
$128.08 - $140.32 $2.39M - $2.62M
18.7K $2.41M
FLQM
Franklin Templeton ETF Tr Libe

ETFs
44.2K
New
$54.15 - $58.81 $2.39M - $2.6M
44.2K $2.4M
IUS
Invesco Ex Traded Self Indx Fd

ETFs
47.8K
New
$49.39 - $52.31 $2.36M - $2.5M
47.8K $2.38M
ORCL
Oracle Corp

Technology
14.9K
+ 40.26%
$165.41 - $192.43 $2.47M - $2.87M
52K $8.66M
SHV
Ishares Tr

ETFs
21.3K
New
$109.92 - $110.57 $2.34M - $2.35M
21.3K $2.34M
VONG
Vanguard Russell 1000 Growth E

ETFs
22K
+ 938.92%
$95.27 - $107.82 $2.1M - $2.37M
24.3K $2.51M
PWB
Invesco Exchange Traded Fd Tr

ETFs
22.4K
New
$98.04 - $108.11 $2.2M - $2.42M
22.4K $2.28M
FTLS
First Tr Long/Short Equity ETF

ETFs
34.5K
New
$63.1 - $67.29 $2.17M - $2.32M
34.5K $2.27M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
45K
New
$50.02 - $51.24 $2.25M - $2.31M
45K $2.26M
MINO
Pimco ETF Tr Municipal Income

ETFs
49.3K
New
$44.94 - $46.07 $2.22M - $2.27M
49.3K $2.22M
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
96.2K
New
$23.02 - $23.23 $2.22M - $2.24M
96.2K $2.22M
CSCO
Cisco Systems, Inc.

Technology
30K
+ 40.95%
$52.45 - $60.02 $1.57M - $1.8M
103K $6.11M
IWP
Ishares Russell Mid Cap Growth

ETFs
17.4K
New
$116.4 - $138.52 $2.02M - $2.41M
17.4K $2.2M
ADBE
Adobe Inc.

Technology
7.96K
+ 42.59%
$437.39 - $552.96 $3.48M - $4.4M
26.7K $11.9M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
21.7K
New
$99.2 - $108.47 $2.15M - $2.36M
21.7K $2.16M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
16.7K
+ 816.12%
$110.69 - $154.48 $1.84M - $2.57M
18.7K $2.38M
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
92.3K
New
$23.25 - $23.56 $2.15M - $2.18M
92.3K $2.15M
LRGE
Legg Mason ETF Invt Tr Clearbr

ETFs
28.5K
New
$72.16 - $78.82 $2.06M - $2.25M
28.5K $2.15M
TRGP
Targa Resources Corp.

Energy
10.9K
+ 164.6%
$150.58 - $207.69 $1.64M - $2.26M
17.5K $3.12M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
20.2K
New
$103.6 - $112.52 $2.1M - $2.28M
20.2K $2.12M
VBK
Vanguard Small Cap Growth ETF

ETFs
7.58K
New
$264.18 - $304.19 $2M - $2.31M
7.58K $2.12M
MRVL
Marvell Technology, Inc.

Technology
13.6K
+ 83.85%
$70.31 - $124.78 $955K - $1.69M
29.8K $3.29M
BAC
Bank Of America Corp

Financial Services
25.7K
+ 11.61%
$39.22 - $47.77 $1.01M - $1.23M
247K $10.8M
DIAX
Nuveen Dow 30sm Dynamic Overwrite Fund

Financial Services
137K
New
$14.65 - $15.8 $2M - $2.16M
137K $2.06M
VFH
Vanguard Financial ETF

ETFs
17.4K
New
$108.87 - $126.2 $1.9M - $2.2M
17.4K $2.06M
IEF
Ishares Barclays

ETFs
22.2K
New
$92.08 - $98.18 $2.04M - $2.18M
22.2K $2.05M
BOTZ
Global X Fds

ETFs
64K
New
$31.11 - $34.18 $1.99M - $2.19M
64K $2.04M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
19.2K
New
$101.77 - $113.02 $1.95M - $2.17M
19.2K $2.03M
GVIP
Goldman Sachs Hedge Ind Vip Et

ETFs
16.1K
New
$118.78 - $129.7 $1.92M - $2.09M
16.1K $2M
PUI
Invesco Exchange Traded Fd Tr

ETFs
51.7K
New
$38.34 - $42.71 $1.98M - $2.21M
51.7K $2M
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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