Independent Advisor Alliance Closed Holding Positions

Independent Advisor Alliance

  • $2.71 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
RFG
Invesco Exchange Traded Fd Tr

ETFs
Q1 2020 Filed on May 14, 2020
2,535
$95.45 - $160.27 $242K - $406K
RPV
Invesco Exchange Traded Fd Tr

ETFs
Q1 2020 Filed on May 14, 2020
11,263
$33.9 - $69.6 $382K - $784K
RPG
Invesco Exchange Traded Fd Tr

ETFs
Q1 2020 Filed on May 14, 2020
4,184
$17.21 - $27.22 $72K - $114K
IBDN
Ishares Ibonds Dec 2022 Term C

ETFs
Q1 2020 Filed on May 14, 2020
16,134
N/A
PBW
Invesco Exchange Traded Fd Tr

ETFs
Q1 2020 Filed on May 14, 2020
5,918
$22.87 - $44.75 $135K - $265K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
Q1 2020 Filed on May 14, 2020
433,352
$44.1 - $51.09 $19.1M - $22.1M
IGV
Ishares Expanded Tech Software

ETFs
Q1 2020 Filed on May 14, 2020
6,110
$185.88 - $266.67 $1.14M - $1.63M
IEV
Ishares Tr Europe ETF

ETFs
Q1 2020 Filed on May 14, 2020
10,961
$30.18 - $47.42 $331K - $520K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
Q1 2020 Filed on May 14, 2020
31,237
$46.16 - $69.62 $1.44M - $2.17M
IDEV
Ishares Core Msci Intl Develop

ETFs
Q1 2020 Filed on May 14, 2020
34,115
$38.49 - $59.01 $1.31M - $2.01M
EMHY
Ishares J.P. Morgan Em High Yi

ETFs
Q1 2020 Filed on May 14, 2020
16,951
$33.38 - $48.07 $566K - $815K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
Q1 2020 Filed on May 14, 2020
4,736
$53.16 - $56.51 $252K - $268K
EEMV
Ishares Msci Emerging Markets

ETFs
Q1 2020 Filed on May 14, 2020
3,718
$42.59 - $59.58 $158K - $222K
SMMV
Ishares Msci Usa Small Cap Min

ETFs
Q1 2020 Filed on May 14, 2020
187,065
$22.24 - $36.32 $4.16M - $6.79M
SIZE
Ishares Msci Usa Size Factor E

ETFs
Q1 2020 Filed on May 14, 2020
5,866
$61.43 - $100.96 $360K - $592K
IXN
Ishares Global Information Tec

ETFs
Q1 2020 Filed on May 14, 2020
1,694
$26.71 - $38.65 $45.2K - $65.5K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
Q1 2020 Filed on May 14, 2020
6,516
$37.54 - $46.72 $245K - $304K
IEF
Ishares Barclays

ETFs
Q1 2020 Filed on May 14, 2020
42,518
$110.73 - $121.48 $4.71M - $5.17M
Ishares Tr
Q1 2020 Filed on May 14, 2020
51,537
N/A
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
Q1 2020 Filed on May 14, 2020
17,002
$49.31 - $60.79 $838K - $1.03M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
Q1 2020 Filed on May 14, 2020
82,788
$39.87 - $63.83 $3.3M - $5.28M
ILTB
Ishares Core 10+ Year Usd Bond

ETFs
Q1 2020 Filed on May 14, 2020
5,275
$61.86 - $76.96 $326K - $406K
AOR
Ishares Tr Core Growth Allocat

ETFs
Q1 2020 Filed on May 14, 2020
5,464
$37.67 - $48.89 $206K - $267K
HDV
Ishares Core High Dividend ETF

ETFs
Q1 2020 Filed on May 14, 2020
51,351
$61.93 - $98.29 $3.18M - $5.05M
Ishares Tr
Q1 2020 Filed on May 14, 2020
14,544
N/A
IOO
Ishares Tr Global 100 ETF

ETFs
Q1 2020 Filed on May 14, 2020
19,744
$38.84 - $56.64 $767K - $1.12M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
Q1 2020 Filed on May 14, 2020
51,624
$54.87 - $75.75 $2.83M - $3.91M
GDV
Gabelli Dividend & Income Trust

Financial Services
Q1 2020 Filed on May 14, 2020
12,012
$10.4 - $22.44 $125K - $270K
HFRO
Highland Income Fund\Ma

Financial Services
Q1 2020 Filed on May 14, 2020
68,311
$8.38 - $12.72 $572K - $869K
ROOF
Indexiq ETF Trust Iq Cbre Next
Q1 2020 Filed on May 14, 2020
21,426
N/A
PLW
Invesco 1 30 Laddered Treasury

ETFs
Q1 2020 Filed on May 14, 2020
92,899
$34.68 - $40.27 $3.22M - $3.74M
VKI
Invesco Advantage Municipal Income Trust Ii

Financial Services
Q1 2020 Filed on May 14, 2020
11,341
$8.61 - $11.57 $97.6K - $131K
PPA
Invesco Exchange Traded Fd Tr

ETFs
Q1 2020 Filed on May 14, 2020
12,199
$41.14 - $73.86 $502K - $901K
VBF
Invesco Bond Fund

Financial Services
Q1 2020 Filed on May 14, 2020
43,478
$15.59 - $20.89 $678K - $908K
Invesco Exch Trd Slf Idx Fd
Q1 2020 Filed on May 14, 2020
44,319
N/A
Invesco Exch Trd Slf Idx Fd
Q1 2020 Filed on May 14, 2020
12,182
N/A
SNLN
Highland Fds I Highland/Iboxx

ETFs
Q1 2020 Filed on May 14, 2020
18,093
$14.14 - $17.6 $256K - $318K
PDT
John Hancock Premium Dividend Fund

Financial Services
Q1 2020 Filed on May 14, 2020
11,159
$7.0 - $18.73 $78.1K - $209K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
Q1 2020 Filed on May 14, 2020
71,399
$45.31 - $68.33 $3.24M - $4.88M
IBML
Ishares Tr Ibonds Dec 2023 Ter

ETFs
Q1 2020 Filed on May 14, 2020
12,278
$24.02 - $26.26 $295K - $322K
GGZ
Gabelli Global Small & Mid Cap Value Trust

Financial Services
Q1 2020 Filed on May 14, 2020
14,539
$5.54 - $11.99 $80.5K - $174K
GUT
Gabelli Utility Trust

Financial Services
Q1 2020 Filed on May 14, 2020
38,544
$4.67 - $8.15 $180K - $314K
GGN
Gamco Global Gold, Natural Resources & Income Trust

Financial Services
Q1 2020 Filed on May 14, 2020
26,101
$2.06 - $4.45 $53.8K - $116K
GAB
Gabelli Equity Trust Inc

Financial Services
Q1 2020 Filed on May 14, 2020
234,455
$3.21 - $6.23 $753K - $1.46M
GDL
Gdl Fund

Financial Services
Q1 2020 Filed on May 14, 2020
15,550
$5.75 - $9.5 $89.4K - $148K
GBDC
Golub Capital Bdc, Inc.

Financial Services
Q1 2020 Filed on May 14, 2020
11,624
$9.58 - $18.09 $111K - $210K
COMB
Graniteshares ETF Tr Bloomber

ETFs
Q1 2020 Filed on May 14, 2020
9,391
$18.07 - $24.41 $170K - $229K
Ishares Tr
Q1 2020 Filed on May 14, 2020
48,195
N/A
BSCN
Invesco Et Self Idxd Fd Tr Bul

ETFs
Q1 2020 Filed on May 14, 2020
16,654
$18.29 - $21.72 $305K - $362K
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