Independent Advisor Alliance Closed Holding Positions

Independent Advisor Alliance

  • $2.71 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
REZ
Ishares Tr Residential And Mul

ETFs
Q1 2020 Filed on May 14, 2020
8,389
$45.74 - $81.9 $384K - $687K
IWP
Ishares Russell Mid Cap Growth

ETFs
Q1 2020 Filed on May 14, 2020
10,276
$52.32 - $81.58 $538K - $838K
IWR
Ishares Russell Mid Cap ETF

ETFs
Q1 2020 Filed on May 14, 2020
131,044
$36.81 - $61.96 $4.82M - $8.12M
IWN
Ishares Russell2000 Val ETF

ETFs
Q1 2020 Filed on May 14, 2020
7,270
$71.79 - $129.5 $522K - $941K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
Q1 2020 Filed on May 14, 2020
6,345
$135.58 - $225.25 $860K - $1.43M
IWV
Ishares Russell 3000 ETF

ETFs
Q1 2020 Filed on May 14, 2020
4,445
$128.35 - $198.13 $571K - $881K
OEF
Ishares S&P 100 ETF

ETFs
Q1 2020 Filed on May 14, 2020
1,728
$104.41 - $152.28 $180K - $263K
EFG
Msci Eafe Growth ETF

ETFs
Q1 2020 Filed on May 14, 2020
18,540
$62.16 - $88.65 $1.15M - $1.64M
EFV
Msci Eafe Value ETF

ETFs
Q1 2020 Filed on May 14, 2020
5,967
$30.99 - $50.45 $185K - $301K
DSI
Ishares Msci Kld 400 Social Et

ETFs
Q1 2020 Filed on May 14, 2020
12,510
$42.17 - $63.99 $528K - $801K
IGOV
Ishares 1 3 International Trea

ETFs
Q1 2020 Filed on May 14, 2020
5,279
$47.2 - $53.09 $249K - $280K
IDV
Ishares Tr

ETFs
Q1 2020 Filed on May 14, 2020
6,126
$19.58 - $34.05 $120K - $209K
Ishares Tr
Q1 2020 Filed on May 14, 2020
36,676
N/A
IGLB
Ishares 10+ Year Investment Gr

ETFs
Q1 2020 Filed on May 14, 2020
6,664
$52.12 - $72.11 $347K - $481K
IMCB
Ishares Morningstar Mid Cap Et

ETFs
Q1 2020 Filed on May 14, 2020
1,494
$32.1 - $54.4 $48K - $81.3K
IMCV
Ishares Morningstar Mid Cap Va

ETFs
Q1 2020 Filed on May 14, 2020
2,880
$30.51 - $56.86 $87.9K - $164K
URTH
Ishares Msci World ETF

ETFs
Q1 2020 Filed on May 14, 2020
2,643
$67.39 - $102.12 $178K - $270K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
Q1 2020 Filed on May 14, 2020
3,517
$38.34 - $62.84 $135K - $221K
Investors Real Estate Tr
Q1 2020 Filed on May 14, 2020
3,676
N/A
IVE
Ishares S&P 500 Value ETF

ETFs
Q1 2020 Filed on May 14, 2020
17,565
$82.97 - $131.79 $1.46M - $2.31M
IHF
Ishares Tr

ETFs
Q1 2020 Filed on May 14, 2020
3,707
$137.01 - $211.53 $508K - $784K
NEAR
Blackrock Short Maturity Bond

ETFs
Q1 2020 Filed on May 14, 2020
7,360
$45.53 - $50.41 $335K - $371K
ICSH
Blackrock Ultra Short Term Bon

ETFs
Q1 2020 Filed on May 14, 2020
210,221
$48.56 - $50.55 $10.2M - $10.6M
HPI
John Hancock Preferred Income Fund

Financial Services
Q1 2020 Filed on May 14, 2020
21,413
$10.0 - $24.07 $214K - $515K
CACG
Legg Mason ETF Invt Tr Clearbr

ETFs
Q1 2020 Filed on May 14, 2020
23,134
N/A
USA
Liberty All Star Equity Fund

Financial Services
Q1 2020 Filed on May 14, 2020
36,098
$3.7 - $7.13 $134K - $257K
LKNCY
Luckin Coffee Inc.

Consumer Cyclical
Q1 2020 Filed on May 14, 2020
29,075
$23.84 - $50.02 $693K - $1.45M
CXE
Mfs High Income Municipal Trust

Financial Services
Q1 2020 Filed on May 14, 2020
85,311
$3.7 - $5.64 $316K - $481K
CMU
Mfs High Yield Municipal Trust

Financial Services
Q1 2020 Filed on May 14, 2020
30,783
$3.33 - $4.98 $103K - $153K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
Q1 2020 Filed on May 14, 2020
11,880
$30.83 - $46.19 $366K - $549K
IAI
Ishares Tr Us Broker Dealers &

ETFs
Q1 2020 Filed on May 14, 2020
6,106
$43.05 - $72.21 $263K - $441K
IYF
Ishares Tr

ETFs
Q1 2020 Filed on May 14, 2020
5,271
$41.18 - $71.71 $217K - $378K
IJS
Ishares S&P Smallcap 600 Value

ETFs
Q1 2020 Filed on May 14, 2020
12,086
$44.17 - $81.02 $534K - $979K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
Q1 2020 Filed on May 14, 2020
10,530
$59.73 - $99.87 $629K - $1.05M
SUB
Ishares Short Term National Mu

ETFs
Q1 2020 Filed on May 14, 2020
25,965
$97.45 - $107.63 $2.53M - $2.79M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
Q1 2020 Filed on May 14, 2020
7,226
$47.21 - $54.5 $341K - $394K
IYW
Ishares Dj Us Tech ETF

ETFs
Q1 2020 Filed on May 14, 2020
5,700
$45.35 - $65.22 $258K - $372K
BSCM
Invesco Et Self Idxd Fd Tr Bul

ETFs
Q1 2020 Filed on May 14, 2020
16,391
$19.02 - $21.76 $312K - $357K
IDU
Ishares Tr U S Utils ETF

ETFs
Q1 2020 Filed on May 14, 2020
3,209
$56.5 - $88.53 $181K - $284K
IYR
Ishares Tr

ETFs
Q1 2020 Filed on May 14, 2020
39,124
$57.84 - $100.28 $2.26M - $3.92M
Invesco Exch Trd Slf Idx Fd
Q1 2020 Filed on May 14, 2020
42,505
N/A
MIN
Mfs Intermediate Income Trust

Financial Services
Q1 2020 Filed on May 14, 2020
46,628
$3.35 - $3.86 $156K - $180K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
Q1 2020 Filed on May 14, 2020
225,111
$50.33 - $56.09 $11.3M - $12.6M
VPU
Vanguard Utilities ETF

ETFs
Q1 2020 Filed on May 14, 2020
1,788
$98.62 - $156.1 $176K - $279K
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
Q1 2020 Filed on May 14, 2020
31,908
$47.17 - $54.55 $1.51M - $1.74M
HYLB
Xtrackers Usd High Yield Corp

ETFs
Q1 2020 Filed on May 14, 2020
46,369
$31.06 - $40.52 $1.44M - $1.88M
DBEU
Xtrackers Msci Europe Hedged E

ETFs
Q1 2020 Filed on May 14, 2020
8,389
$21.04 - $32.12 $177K - $269K
Health Ins Innovations Inc
Q1 2020 Filed on May 14, 2020
14,800
N/A
USMF
Wisdomtree Tr Us Multifactor F

ETFs
Q1 2020 Filed on May 14, 2020
13,868
$21.28 - $33.37 $295K - $463K
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