Intelligence Driven Advisers, LLC Closed Holding Positions

Intelligence Driven Advisers, LLC

  • $693 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
J P Morgan Exchange Traded F
Q2 2022 Filed on Jul 22, 2022
197,535
N/A
MBB
Ishares Tr

ETFs
Q2 2022 Filed on Jul 22, 2022
2,406
$94.4 - $101.46 $227K - $244K
BIGZ
Black Rock Innovation & Growth Trust
Q2 2022 Filed on Jul 22, 2022
11,164
$7.38 - $11.67 $82.4K - $130K
HPQ
Hp Inc

Technology
Q2 2022 Filed on Jul 22, 2022
5,020
$32.71 - $40.34 $164K - $203K
PM
Philip Morris International Inc.

Consumer Defensive
Q1 2022 Filed on Apr 25, 2022
3,305
$88.87 - $111.9 $294K - $370K
PEP
Pepsico Inc

Consumer Defensive
Q1 2022 Filed on Apr 25, 2022
3,300
$153.73 - $175.64 $507K - $580K
RWO
Spdr Dow Jones Global Real Est

ETFs
Q1 2022 Filed on Apr 25, 2022
4,691
$50.81 - $56.55 $238K - $265K
LQD
Ishares Iboxx $ Investment Gra

ETFs
Q1 2022 Filed on Apr 25, 2022
5,291
$118.44 - $131.22 $627K - $694K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
Q4 2021 Filed on Jan 19, 2022
4,859
$50.63 - $50.81 $246K - $247K
NEAR
Blackrock Short Maturity Bond

ETFs
Q4 2021 Filed on Jan 19, 2022
13,890
$49.93 - $50.12 $694K - $696K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
Q3 2021 Filed on Oct 14, 2021
5,287
$50.52 - $50.94 $267K - $269K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
Q3 2021 Filed on Oct 14, 2021
3,277
$81.9 - $82.4 $268K - $270K
VTC
Vanguard Scottsdale Fds Total

ETFs
Q3 2021 Filed on Oct 14, 2021
7,143
$91.24 - $93.18 $652K - $666K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
Q3 2021 Filed on Oct 14, 2021
3,738
$49.35 - $54.02 $184K - $202K
VAW
Vanguard Materials ETF

ETFs
Q3 2021 Filed on Oct 14, 2021
2,263
$173.0 - $189.06 $391K - $428K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
Q2 2021 Filed on Jul 29, 2021
8,385
$53.9 - $54.6 $452K - $458K
Proshares Tr
Q1 2021 Filed on Apr 13, 2021
45,866
N/A
BTG
B2 Gold Corp

Basic Materials
Q1 2021 Filed on Apr 13, 2021
11,700
$4.22 - $6.02 $49.4K - $70.4K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
Q1 2021 Filed on Apr 13, 2021
1,140
$222.72 - $270.83 $254K - $309K
ACWI
Ishares Msci Acwi ETF

ETFs
Q1 2021 Filed on Apr 13, 2021
2,438
$90.22 - $96.52 $220K - $235K
Peoples United Financial Inc
Q1 2021 Filed on Apr 13, 2021
14,809
N/A
PTN
Palatin Technologies Inc

Healthcare
Q1 2021 Filed on Apr 13, 2021
15,000
$0.68 - $1.25 $10.2K - $18.8K
IBM
International Business Machines Corp

Technology
Q1 2021 Filed on Apr 13, 2021
2,643
$113.37 - $130.38 $300K - $345K
General Electric CO
Q1 2021 Filed on Apr 13, 2021
30,268
N/A
CBOE
Cboe Global Markets, Inc.

Financial Services
Q1 2021 Filed on Apr 13, 2021
19,800
$88.0 - $105.38 $1.74M - $2.09M
Invesco Exch Trd Slf Idx Fd
Q4 2020 Filed on Jan 13, 2021
11,430
N/A
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
Q4 2020 Filed on Jan 13, 2021
13,886
$101.9 - $102.06 $1.41M - $1.42M
Hertz Global Hldgs Inc
Q4 2020 Filed on Jan 13, 2021
10,000
N/A
ILCV
Ishares Morningstar Value ETF

ETFs
Q3 2020 Filed on Oct 09, 2020
4,050
$47.59 - $51.89 $193K - $210K
FLRN
Spdr Bloomberg Investment Grad

ETFs
Q3 2020 Filed on Oct 09, 2020
12,721
$30.45 - $30.6 $387K - $389K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
Q3 2020 Filed on Oct 09, 2020
10,209
$97.15 - $108.8 $992K - $1.11M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
Q3 2020 Filed on Oct 09, 2020
17,433
$55.37 - $55.99 $965K - $976K
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
Q3 2020 Filed on Oct 09, 2020
26,112
$30.26 - $34.75 $790K - $907K
DGRE
Wisdomtree Tr Emerging Mkts Qu

ETFs
Q3 2020 Filed on Oct 09, 2020
30,684
$23.08 - $25.33 $708K - $777K
EZM
Wisdomtree U.S. Midcap Fund

ETFs
Q3 2020 Filed on Oct 09, 2020
10,408
$31.23 - $36.34 $325K - $378K
ILCB
Ishares Morningstar U.S. Equit

ETFs
Q3 2020 Filed on Oct 09, 2020
12,608
$43.89 - $51.72 $553K - $652K
HYD
Vaneck High Yield Muni ETF

ETFs
Q3 2020 Filed on Oct 09, 2020
8,475
$59.01 - $60.65 $500K - $514K
MNA
Iq Merger Arbitrage ETF

ETFs
Q3 2020 Filed on Oct 09, 2020
163,398
$31.38 - $33.64 $5.13M - $5.5M
REET
Ishares Global Reit ETF

ETFs
Q3 2020 Filed on Oct 09, 2020
114,663
$20.27 - $22.2 $2.32M - $2.55M
IWR
Ishares Russell Mid Cap ETF

ETFs
Q3 2020 Filed on Oct 09, 2020
27,149
$53.47 - $60.19 $1.45M - $1.63M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
Q3 2020 Filed on Oct 09, 2020
41,400
$51.99 - $58.83 $2.15M - $2.44M
SPMD
Spdr Portfolio

ETFs
Q3 2020 Filed on Oct 09, 2020
52,811
$30.67 - $34.54 $1.62M - $1.82M
ILCG
Ishares Morningstar Growth ETF
Q3 2020 Filed on Oct 09, 2020
5,957
N/A
FNDC
Schwab Fundamental Intl Small

ETFs
Q3 2020 Filed on Oct 09, 2020
17,642
$27.57 - $30.61 $486K - $540K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
Q3 2020 Filed on Oct 09, 2020
25,047
$24.69 - $27.71 $618K - $694K
PRF
Invesco Exchange Traded Fd Tr

ETFs
Q3 2020 Filed on Oct 09, 2020
2,349
$107.02 - $121.04 $251K - $284K
Telecom Italia S P A New
Q3 2019 Filed on Sep 04, 2020
87,039
N/A
SQM
Chemical & Mining CO Of Chile Inc

Basic Materials
Q3 2019 Filed on Sep 04, 2020
11,298
$22.98 - $30.85 $260K - $349K
Celgene Corp
Q4 2019 Filed on Sep 04, 2020
2,586
N/A
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