Independent Wealth Network Inc. Purchases in Q3 2024

Independent Wealth Network Inc.

  • $218 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
57.2K
+ 47.64%
$50.25 - $50.74 $2.87M - $2.9M
177K $8.99M
SHV
Ishares Tr

ETFs
23.6K
New
$110.05 - $110.63 $2.59M - $2.61M
23.6K $2.61M
FLRT
Pacer Fds Tr Pacific Asset Flt

ETFs
37.8K
+ 60.13%
$47.43 - $47.88 $1.79M - $1.81M
101K $4.78M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
2.98K
+ 2.35%
$48.51 - $52.86 $145K - $158K
130K $6.86M
JPIE
J P Morgan Exchange Traded Fd
12.3K
New
$45.17 - $46.39 $557K - $572K
12.3K $571K
GLD
Spdr Gold Trust

ETFs
1.23K
+ 14.44%
$215.56 - $246.98 $265K - $304K
9.74K $2.37M
SCHA
Schwab Strategic Tr Us Small C

ETFs
9.64K
New
$46.9 - $51.96 $452K - $501K
9.64K $496K
TLT
Ishares Barclays 20+ Year Trea

ETFs
4.74K
New
$89.91 - $101.33 $427K - $481K
4.74K $465K
JCPB
J P Morgan Exchange Traded Fd

ETFs
9.64K
New
$45.87 - $48.53 $442K - $468K
9.64K $464K
DFUS
Dimensional ETF Tr U S Equity

ETFs
3.98K
+ 7.36%
$56.04 - $62.2 $223K - $248K
58.1K $3.61M
SLV
I Shares Silver Trust

ETFs
8.23K
+ 10.59%
$24.33 - $29.38 $200K - $242K
85.9K $2.44M
ACWI
Ishares Msci Acwi ETF

ETFs
716
+ 1.85%
$107.24 - $119.84 $76.8K - $85.8K
39.5K $4.72M
IGLD
First Tr Cboe Vest Gold Strate

Communication Services
13.3K
+ 77.49%
$19.97 - $21.77 $266K - $290K
30.5K $658K
IAU
Ishares Gold Trust

ETFs
4.72K
+ 43.5%
$44.06 - $50.5 $208K - $238K
15.6K $773K
NFLX
Netflix Inc

Communication Services
410
New
$598.55 - $722.26 $245K - $296K
410 $290K
QDPL
Pacer Fds Tr Metaurus Us Large
7.23K
+ 56.29%
$34.97 - $38.41 $253K - $278K
20.1K $761K
ILTB
Ishares Core 10+ Year Usd Bond

ETFs
614
+ 0.92%
$48.89 - $54.14 $30K - $33.2K
67.4K $3.59M
PSFF
Pacer Fds Tr Swan Sos Fd Of Fd

ETFs
6.66K
+ 9.46%
$27.17 - $28.74 $181K - $192K
77.1K $2.22M
IBM
International Business Machines Corp

Technology
1.09K
New
$175.1 - $223.38 $191K - $244K
1.09K $241K
MMM
3 M CO

Industrials
1.73K
New
$99.69 - $139.42 $173K - $241K
1.73K $236K
META
Meta Platforms, Inc.

Communication Services
37
+ 1.22%
$453.41 - $572.44 $16.8K - $21.2K
3.08K $1.76M
ADP
Automatic Data Processing Inc

Industrials
797
New
$233.44 - $279.45 $186K - $223K
797 $220K
CTAS
Cintas Corp

Industrials
1.07K
New
$201.38 - $819.83 $215K - $877K
1.07K $220K
WMT
Walmart Inc.

Consumer Defensive
2.21K
+ 70.64%
$66.91 - $81.4 $148K - $180K
5.35K $431K
WEC
Wec Energy Group, Inc.

Utilities
2.25K
New
$77.68 - $96.19 $175K - $216K
2.25K $216K
MCD
Mcdonalds Corp

Consumer Cyclical
700
New
$245.82 - $304.51 $172K - $213K
700 $213K
ABBV
Abb Vie Inc.

Healthcare
787
+ 35.21%
$163.84 - $199.33 $129K - $157K
3.02K $596K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
338
+ 1.92%
$117.9 - $128.2 $39.9K - $43.3K
17.9K $2.3M
UNH
Unitedhealth Group Inc

Healthcare
363
New
$488.01 - $604.18 $177K - $219K
363 $212K
PSR
Invesco Actively

ETFs
2.13K
New
$84.82 - $99.93 $180K - $212K
2.13K $209K
RBLX
Roblox Corp

Communication Services
4.74K
New
$36.18 - $47.64 $171K - $226K
4.74K $209K
UEC
Uranium Energy Corp

Energy
33.6K
New
$4.26 - $6.85 $143K - $230K
33.6K $208K
ENB
Enbridge Inc

Energy
5.12K
New
$35.27 - $41.18 $181K - $211K
5.12K $207K
TT
Trane Technologies PLC

Industrials
531
New
$314.21 - $388.71 $167K - $206K
531 $206K
TSLA
Tesla, Inc.

Consumer Cyclical
414
+ 27.71%
$191.76 - $263.26 $79.4K - $109K
1.91K $499K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
3.86K
+ 19.71%
$36.06 - $37.66 $139K - $145K
23.4K $882K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
1.69K
+ 8.53%
$81.31 - $83.29 $137K - $141K
21.5K $1.79M
CGUS
Capital Group Core Equity ETF
3.72K
+ 22.06%
$31.19 - $34.33 $116K - $128K
20.6K $705K
AWF
Alliancebernstein Global High Income Fund Inc

Financial Services
5.19K
+ 4.42%
$10.38 - $11.34 $53.8K - $58.8K
122K $1.39M
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.16K
+ 3.88%
$54.98 - $59.51 $63.8K - $69.1K
31.1K $1.85M
CLX
Clorox CO

Consumer Defensive
308
+ 8.39%
$131.73 - $166.97 $40.6K - $51.4K
3.98K $647K
YYY
Amplify ETF Tr High Income ETF

ETFs
8.02K
+ 5.99%
$11.48 - $12.36 $92.1K - $99.1K
142K $1.75M
SECT
Sector 10, Inc.

ETFs
1.68K
+ 8.89%
$48.64 - $53.77 $81.9K - $90.5K
20.6K $1.11M
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
2.18K
+ 8.75%
$42.76 - $45.16 $93.2K - $98.4K
27.1K $1.21M
IVV
Ishares Core S&P 500 ETF

ETFs
150
+ 9.43%
$520.18 - $576.82 $78K - $86.5K
1.74K $1M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
3.45K
+ 11.34%
$28.1 - $29.89 $97.1K - $103K
33.9K $1.01M
JPUS
Jpmorgan Diversified Return Us

ETFs
223
+ 2.22%
$108.5 - $119.68 $24.2K - $26.7K
10.3K $1.23M
ITA
Ishares Tr

ETFs
146
+ 2.39%
$131.58 - $149.64 $19.2K - $21.8K
6.25K $934K
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
59
+ 0.85%
$151.63 - $169.74 $8.95K - $10K
6.96K $1.18M
Activity Summary
Buys All Purchases 116 New Holdings 21 Increased Positions 95 Sells All Sells 100 Reductions 100 Sold out 0 Options Calls 0 Puts 0
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