Independent Advisor Alliance Purchases in Q4 2024

Independent Advisor Alliance

  • $7.25 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VST
Vistra Corp.

Utilities
7.26K
+ 14.18%
$115.74 - $166.61 $840K - $1.21M
58.5K $8.06M
GAB
Gabelli Equity Trust Inc

Financial Services
368K
New
$5.36 - $5.83 $1.97M - $2.14M
368K $1.98M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
21.9K
+ 621.27%
$89.9 - $100.66 $1.97M - $2.21M
25.4K $2.3M
DWAS
Invesco ETF Tr Ii Dwa Smallcap

ETFs
21.5K
New
$90.74 - $103.94 $1.95M - $2.23M
21.5K $1.96M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
21.7K
New
$89.81 - $104.0 $1.94M - $2.25M
21.7K $1.95M
EMB
Ishares Tr

ETFs
21.8K
New
$88.94 - $93.46 $1.94M - $2.04M
21.8K $1.94M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
35K
New
$55.45 - $61.08 $1.94M - $2.14M
35K $1.94M
FLIA
Franklin Templeton ETF Tr Libe

ETFs
95.1K
New
$20.11 - $20.99 $1.91M - $2M
95.1K $1.93M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
22K
+ 809.04%
$84.34 - $95.14 $1.86M - $2.09M
24.7K $2.16M
BX
Blackstone Inc.

Financial Services
3.88K
+ 6.2%
$148.45 - $199.05 $576K - $772K
66.4K $11.5M
ETW
Eaton Vance Tax Managed Global Buy Write Opportunities Fund

Financial Services
220K
New
$8.36 - $8.71 $1.84M - $1.92M
220K $1.86M
RPG
Invesco Exchange Traded Fd Tr

ETFs
44.8K
New
$38.88 - $44.07 $1.74M - $1.98M
44.8K $1.85M
RFMZ
River North Flexible Municipal Income Fund Ii, Inc.
137K
New
$13.32 - $14.58 $1.83M - $2M
137K $1.84M
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
10K
+ 131.12%
$174.04 - $205.27 $1.75M - $2.06M
17.7K $3.19M
WFC
Wells Fargo & Company

Financial Services
13.3K
+ 20.9%
$54.98 - $77.35 $732K - $1.03M
77K $5.41M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
8.75K
New
$201.32 - $217.44 $1.76M - $1.9M
8.75K $1.81M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
45.7K
New
$39.3 - $41.34 $1.8M - $1.89M
45.7K $1.8M
RMMZ
River North Managed Duration Municipal Income Fund Ii, Inc.

ETFs
120K
New
$14.78 - $16.52 $1.78M - $1.99M
120K $1.8M
OUSA
Alps ETF Tr Oshares U S Qualit

ETFs
33.7K
New
$53.0 - $55.5 $1.79M - $1.87M
33.7K $1.79M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
17.7K
New
$100.22 - $100.73 $1.78M - $1.79M
17.7K $1.78M
GSSC
Goldman Sachs ETF Tr Activebet

ETFs
25.7K
New
$67.57 - $76.22 $1.73M - $1.96M
25.7K $1.77M
VBR
Vanguard Small Cap Value ETF

ETFs
8.89K
New
$197.36 - $217.3 $1.75M - $1.93M
8.89K $1.76M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
6.07K
New
$278.19 - $315.36 $1.69M - $1.91M
6.07K $1.75M
FSMB
First Tr Et Fd Iii Short Durat

ETFs
88K
New
$19.8 - $20.06 $1.74M - $1.76M
88K $1.75M
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
142K
New
$11.91 - $14.14 $1.69M - $2.01M
142K $1.74M
OUNZ
Van Eck Merk Gold Trust

ETFs
68.8K
New
$24.72 - $26.9 $1.7M - $1.85M
68.8K $1.74M
RVLV
Revolve Group, Inc.

Consumer Cyclical
51.8K
New
$23.44 - $38.8 $1.21M - $2.01M
51.8K $1.74M
UAL
United Airlines Holdings, Inc.

Industrials
10.3K
+ 57.42%
$55.62 - $102.44 $571K - $1.05M
28.1K $2.73M
IHYF
Inv Act Mgd Ex Trd Fd Tr

ETFs
77.3K
New
N/A
77.3K $1.71M
FINX
Global X Fds Fintech ETF (De)

ETFs
54.5K
New
$27.48 - $34.32 $1.5M - $1.87M
54.5K $1.7M
SPTS
Spdr Portfolio Short Term Trea

ETFs
58.8K
+ 574.68%
$28.88 - $29.33 $1.7M - $1.72M
69K $2M
HAWX
Ishares Tr Currency Hedged Msc

ETFs
52.5K
New
$31.99 - $33.51 $1.68M - $1.76M
52.5K $1.69M
QABA
First Trust Nasdaq Aba Communi

ETFs
30.4K
New
$50.85 - $62.94 $1.54M - $1.91M
30.4K $1.69M
TMUS
T Mobile Us, Inc.

Communication Services
5.15K
+ 13.43%
$206.1 - $246.94 $1.06M - $1.27M
43.4K $9.59M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
72.3K
New
$23.25 - $23.37 $1.68M - $1.69M
72.3K $1.69M
MS
Morgan Stanley

Financial Services
7.07K
+ 19.52%
$104.42 - $134.99 $738K - $954K
43.3K $5.44M
SMMV
Ishares Msci Usa Small Cap Min

ETFs
40.2K
New
$40.26 - $44.35 $1.62M - $1.78M
40.2K $1.66M
TAXF
American Centy ETF Tr Diversif

ETFs
33.2K
New
$49.94 - $51.44 $1.66M - $1.71M
33.2K $1.66M
CLOU
Global X Fds Cloud Computing E

ETFs
69.3K
New
$20.08 - $25.59 $1.39M - $1.77M
69.3K $1.66M
BMY
Bristol Myers Squibb CO

Healthcare
25.3K
+ 55.4%
$51.92 - $59.94 $1.32M - $1.52M
71K $4.02M
SUB
Ishares Short Term National Mu

ETFs
15.5K
New
$104.94 - $106.2 $1.63M - $1.65M
15.5K $1.63M
FTNT
Fortinet, Inc.

Technology
13.5K
+ 69.13%
$76.49 - $99.21 $1.03M - $1.34M
32.9K $3.11M
VAW
Vanguard Materials ETF

ETFs
8.52K
New
$186.91 - $215.32 $1.59M - $1.83M
8.52K $1.6M
FTXO
First Tr ETF Vi Nasdaq Bk ETF

ETFs
49.7K
New
$28.23 - $35.28 $1.4M - $1.75M
49.7K $1.58M
AESR
Two Rds Shared Tranfield Us Eq

ETFs
91.3K
New
$16.85 - $18.09 $1.54M - $1.65M
91.3K $1.58M
AXP
American Express CO

Financial Services
2K
+ 5.23%
$267.35 - $305.57 $536K - $612K
40.3K $12M
IDEV
Ishares Core Msci Intl Develop

ETFs
24.4K
New
$64.18 - $70.42 $1.57M - $1.72M
24.4K $1.57M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
34.4K
New
$45.17 - $47.23 $1.56M - $1.63M
34.4K $1.56M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
61.2K
New
$25.0 - $25.11 $1.53M - $1.54M
61.2K $1.53M
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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