Independent Advisor Alliance Purchases in Q4 2024

Independent Advisor Alliance

  • $7.25 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
63.8K
New
$18.62 - $19.05 $1.19M - $1.22M
63.8K $1.19M
VLU
Spdr S&P 1500 Value Tilt ETF

ETFs
6.49K
New
$182.19 - $195.69 $1.18M - $1.27M
6.49K $1.19M
ACP
Aberdeen Income Credit Strategies Fund

Financial Services
198K
New
$5.83 - $6.64 $1.15M - $1.31M
198K $1.18M
XSVM
Invesco S&P Smallcap Value Wit

ETFs
21.5K
New
$53.38 - $60.64 $1.15M - $1.31M
21.5K $1.17M
TIP
Ishares Tr Tips Bd ETF

ETFs
11K
New
$106.33 - $110.69 $1.17M - $1.22M
11K $1.17M
SE
Sea LTD

Consumer Cyclical
11K
New
$93.56 - $117.41 $1.03M - $1.3M
11K $1.17M
IBM
International Business Machines Corp

Technology
5.63K
+ 10.3%
$204.9 - $238.04 $1.15M - $1.34M
60.3K $13.2M
CALM
Cal Maine Foods Inc

Consumer Defensive
11.3K
New
$75.41 - $112.24 $854K - $1.27M
11.3K $1.17M
NPFD
Nuveen Variable Rate Preferred & Income Fund

Financial Services
64K
New
$18.2 - $19.3 $1.16M - $1.23M
64K $1.16M
VOX
Vanguard Communication Service

ETFs
7.49K
New
$144.31 - $163.57 $1.08M - $1.23M
7.49K $1.16M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
2.02K
New
$563.99 - $620.12 $1.14M - $1.25M
2.02K $1.15M
CHK
Chesapeake Energy Corp

Energy
13K
+ 174.72%
$81.46 - $87.57 $1.06M - $1.14M
20.5K $1.76M
IJK
Ishares S&P Midcap 400 Growth

ETFs
12.6K
New
$90.66 - $99.46 $1.14M - $1.25M
12.6K $1.14M
ONON
On Holding Ag

Consumer Cyclical
20.9K
New
$46.3 - $59.54 $966K - $1.24M
20.9K $1.14M
TFC
Truist Financial Corp

Financial Services
22.1K
+ 7.83%
$41.51 - $48.1 $919K - $1.06M
305K $13.2M
KMI
Kinder Morgan, Inc.

Energy
25.4K
+ 31.57%
$22.59 - $28.54 $575K - $726K
106K $2.9M
LVHD
Franklin U.S. Low Volatility H

ETFs
29.3K
New
$38.29 - $41.26 $1.12M - $1.21M
29.3K $1.12M
INTU
Intuit Inc

Technology
1.67K
+ 19.52%
$602.01 - $706.25 $1M - $1.18M
10.2K $6.41M
VT
Vanguard Total World Stk Index

ETFs
9.37K
New
$117.09 - $123.07 $1.1M - $1.15M
9.37K $1.1M
ISMD
Northern Lts Fd Tr Iv

ETFs
29K
New
$36.81 - $40.75 $1.07M - $1.18M
29K $1.09M
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
41.9K
New
$25.25 - $26.34 $1.06M - $1.1M
41.9K $1.06M
IJS
Ishares S&P Smallcap 600 Value

ETFs
9.68K
New
$104.59 - $118.05 $1.01M - $1.14M
9.68K $1.05M
SCHR
Schwab Intermediate Term Us Tr

ETFs
43K
New
$24.19 - $50.58 $1.04M - $2.17M
43K $1.04M
ET
Energy Transfer LP

Energy
574
+ 0.2%
$16.05 - $19.86 $9.21K - $11.4K
288K $5.65M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
19.3K
New
$51.54 - $52.55 $997K - $1.02M
19.3K $999K
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
6.4K
New
$154.42 - $163.91 $988K - $1.05M
6.4K $991K
ROBO
Robo Global Robotics And Autom

ETFs
17.6K
New
$55.06 - $58.6 $969K - $1.03M
17.6K $989K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
29.2K
New
$33.77 - $44.09 $985K - $1.29M
29.2K $988K
GILD
Gilead Sciences, Inc.

Healthcare
8.4K
+ 35.39%
$83.95 - $97.9 $705K - $822K
32.1K $2.97M
CEF
Sprott Physical Gold & Silver Trust

Financial Services
41K
New
$23.63 - $26.47 $968K - $1.08M
41K $973K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
20.1K
New
$47.77 - $51.75 $962K - $1.04M
20.1K $972K
FNX
First Tr Mid Cap Core Alphadex

ETFs
8.26K
New
$114.77 - $127.28 $948K - $1.05M
8.26K $955K
AVSC
American Centy ETF Tr Avantis
17.6K
New
$52.7 - $59.57 $926K - $1.05M
17.6K $954K
VOT
Vanguard Mid Cap Growth Index

ETFs
3.75K
New
$241.48 - $274.89 $904K - $1.03M
3.75K $950K
VIS
Vanguard Industrial ETF

ETFs
3.72K
New
$254.39 - $279.7 $946K - $1.04M
3.72K $946K
BA
Boeing CO

Industrials
3.23K
+ 21.7%
$138.14 - $180.72 $446K - $584K
18.1K $3.21M
XNTK
Spdr Series Trust Spdr Nyse Te

ETFs
4.65K
New
$194.9 - $214.12 $907K - $997K
4.65K $939K
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
19.1K
New
$47.66 - $51.97 $910K - $992K
19.1K $931K
HDV
Ishares Core High Dividend ETF

ETFs
8.21K
New
$110.82 - $121.28 $909K - $995K
8.21K $921K
VOE
Vanguard Mid Cap Value Index F

ETFs
5.67K
New
$160.89 - $176.18 $913K - $999K
5.67K $917K
BSJT
Invesco Self Indexed Fd Tr Bul

ETFs
42.2K
New
$21.34 - $21.82 $901K - $921K
42.2K $903K
CI
Cigna Corp

Healthcare
3.78K
+ 179.25%
$265.59 - $358.58 $1M - $1.36M
5.9K $1.63M
SCHO
Schwab Short Term Us Treasury

ETFs
37K
New
$24.06 - $48.88 $891K - $1.81M
37K $890K
TXN
Texas Instruments Inc

Technology
4.55K
+ 21.76%
N/A
25.5K $4.95M
T
At&T Inc.

Communication Services
32.6K
+ 17.94%
$21.22 - $23.88 $693K - $779K
215K $4.88M
BURL
Burlington Stores, Inc.

Consumer Cyclical
3.06K
New
$242.7 - $295.49 $744K - $905K
3.06K $873K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
17.4K
New
$49.87 - $52.46 $868K - $914K
17.4K $869K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
25K
New
$33.92 - $36.6 $848K - $915K
25K $865K
TPL
Texas Pacific Land Corp

Energy
52
+ 1.43%
$915.49 - $1730.0 $47.6K - $90K
3.68K $4.07M
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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