Independent Advisor Alliance New Holdings in Q4 2024

Independent Advisor Alliance

  • $7.25 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
KRMA
Global X Fds Global X Consciou

ETFs
90.1K
New
$38.55 - $40.97 $3.47M - $3.69M
90.1K $3.52M
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
JPEM
Jp Morgan Diversified Return

ETFs
62.4K
New
$51.88 - $57.84 $3.24M - $3.61M
62.4K $3.24M
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
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
63.1K
New
$50.06 - $55.0 $3.16M - $3.47M
63.1K $3.17M
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
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
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
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
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
EMLP
First Tr Exchange Traded Iv

ETFs
75.7K
New
$33.69 - $38.24 $2.55M - $2.9M
75.7K $2.7M
XSMO
Invesco S&P Smallcap Momentum

ETFs
40.8K
New
$65.08 - $73.72 $2.65M - $3.01M
40.8K $2.7M
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
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
SHV
Ishares Tr

ETFs
21.3K
New
$109.92 - $110.57 $2.34M - $2.35M
21.3K $2.34M
PWB
Invesco Exchange Traded Fd Tr

ETFs
22.4K
New
$98.04 - $108.11 $2.2M - $2.42M
22.4K $2.28M
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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