Investment Partners, Ltd. Sells in Q1 2025

Investment Partners, Ltd.

  • $239 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IWF
Ishares Russell 1000 Gr ETF

ETFs
-940
- 2.58%
$360.07 - $417.26 $338K - $392K
35.5K $12.8M
MSFT
Microsoft Corp

Technology
-6
- 0.03%
$375.39 - $447.2 $2.25K - $2.68K
22.7K $8.52M
IVW
Ishares S&P 500 Growth ETF

ETFs
-668
- 1.22%
$92.45 - $106.69 $61.8K - $71.3K
54K $5.01M
IWP
Ishares Russell Mid Cap Growth

ETFs
-990
- 2.54%
$114.9 - $139.6 $114K - $138K
38K $4.47M
UNH
Unitedhealth Group Inc

Healthcare
-919
- 34.1%
$461.52 - $548.18 $424K - $504K
1.78K $930K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-6.68K
- 15.55%
$87.68 - $94.52 $586K - $631K
36.3K $3.4M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-275
- 3.17%
$254.58 - $302.92 $70K - $83.3K
8.4K $2.15M
IVV
Ishares Core S&P 500 ETF

ETFs
-357
- 6.4%
$554.06 - $615.85 $198K - $220K
5.22K $2.94M
VB
Vanguard Small Cap ETF

ETFs
-692
- 9.37%
$217.89 - $252.64 $151K - $175K
6.69K $1.48M
IWN
Ishares Russell2000 Val ETF

ETFs
-452
- 2.7%
$149.27 - $169.4 $67.5K - $76.6K
16.3K $2.46M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-4.81K
- 30.59%
$69.81 - $78.9 $336K - $380K
10.9K $850K
PREF
Principal Spectrum Pfd Secs Ac

ETFs
-10.2K
- 7.45%
$18.55 - $18.81 $190K - $192K
127K $2.37M
MUB
Ishares National Muni Bond ETF

ETFs
-1.43K
- 5.52%
$104.71 - $107.69 $149K - $153K
24.4K $2.57M
DGRO
Ishares Core Dividend Growth E

ETFs
-2.85K
- 11.34%
$60.46 - $64.42 $172K - $183K
22.3K $1.38M
VO
Vanguard Mid Cap ETF

ETFs
-340
- 3.47%
$251.87 - $277.95 $85.6K - $94.5K
9.45K $2.44M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-185
- 32.57%
$522.96 - $601.18 $96.7K - $111K
383 $204K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-2.37K
- 28.27%
$50.82 - $52.7 $120K - $125K
6K $315K
IWM
Ishares Russell 2000 ETF

ETFs
-128
- 3.25%
$198.1 - $229.79 $25.4K - $29.4K
3.81K $760K
HBAN
Huntington Bancshares Inc

Financial Services
-1.69K
- 2.55%
$14.28 - $17.39 $24.1K - $29.4K
64.6K $970K
DIS
Walt Disney CO

Communication Services
-16
- 0.2%
$96.87 - $114.0 $1.55K - $1.82K
7.98K $787K
LMT
Lockheed Martin Corp

Industrials
-17
- 0.81%
$423.19 - $506.29 $7.19K - $8.61K
2.09K $934K
ADI
Analog Devices Inc

Technology
-258
- 14.69%
$201.56 - $243.82 $52K - $62.9K
1.5K $302K
INDA
Ishares Msci India Index Fund

ETFs
-1.12K
- 16.28%
$47.8 - $53.4 $53.6K - $59.9K
5.77K $296K
PFE
Pfizer Inc

Healthcare
-986
- 4.78%
$25.01 - $27.13 $24.7K - $26.8K
19.6K $497K
IVE
Ishares S&P 500 Value ETF

ETFs
-211
- 0.88%
$185.78 - $198.58 $39.2K - $41.9K
23.7K $4.51M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-1.08K
- 5.59%
$47.33 - $47.92 $51.2K - $51.8K
18.3K $869K
HYD
Vaneck High Yield Muni ETF

ETFs
-677
- 4.87%
$50.79 - $52.53 $34.4K - $35.6K
13.2K $676K
GD
General Dynamics Corp

Industrials
-215
- 9.38%
$241.94 - $272.58 $52K - $58.6K
2.08K $565K
ISRG
Intuitive Surgical Inc

Healthcare
-17
- 1.53%
$476.63 - $610.45 $8.1K - $10.4K
1.09K $541K
ASML
Asml Holding Nv

Technology
-9
- 0.9%
$662.63 - $776.99 $5.96K - $6.99K
988 $654K
AMG
Affiliated Managers Group, Inc.

Financial Services
-60
- 3.79%
$154.65 - $189.71 $9.28K - $11.4K
1.53K $256K
PG
Procter & Gamble CO

Consumer Defensive
-316
- 3.41%
$158.56 - $176.26 $50.1K - $55.7K
8.95K $1.52M
ENB
Enbridge Inc

Energy
-1.12K
- 7.37%
$41.54 - $45.45 $46.4K - $50.8K
14K $622K
CMCSA
Comcast Corp

Communication Services
-338
- 4.01%
$33.19 - $38.23 $11.2K - $12.9K
8.08K $298K
CSCO
Cisco Systems, Inc.

Technology
-759
- 4.93%
$58.74 - $64.87 $44.6K - $49.2K
14.6K $903K
T
At&T Inc.

Communication Services
-2.2K
- 17.9%
$21.56 - $28.28 $47.5K - $62.3K
10.1K $285K
SBUX
Starbucks Corp

Consumer Cyclical
-97
- 2.34%
$91.75 - $115.81 $8.9K - $11.2K
4.06K $397K
IWD
Ishares Russell 1000 Val ETF

ETFs
-792
- 1.4%
$182.82 - $196.21 $145K - $155K
55.6K $10.5M
V
Visa Inc.

Financial Services
-413
- 8.03%
$306.92 - $362.71 $127K - $150K
4.73K $1.66M
INTC
Intel Corp

Technology
-137
- 0.98%
$19.1 - $27.39 $2.62K - $3.75K
13.9K $315K
IBM
International Business Machines Corp

Technology
-222
- 5.61%
$217.4 - $264.74 $48.3K - $58.8K
3.73K $927K
GILD
Gilead Sciences, Inc.

Healthcare
-486
- 8.46%
$89.14 - $117.41 $43.3K - $57.1K
5.26K $589K
VZ
Verizon Communications Inc

Communication Services
-856
- 4.37%
$37.81 - $46.49 $32.4K - $39.8K
18.8K $850K
ABT
Abbott Laboratories

Healthcare
-362
- 6.03%
$111.1 - $140.22 $40.2K - $50.8K
5.64K $748K
IEFA
Ishares Tr

ETFs
-2.82K
- 4.14%
$69.57 - $78.65 $196K - $222K
65.3K $4.94M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-1.14K
- 2.33%
$74.85 - $84.89 $85.6K - $97K
47.8K $3.91M
AEP
American Electric Power CO Inc

Utilities
-74
- 0.35%
$90.32 - $109.27 $6.68K - $8.09K
21.3K $2.33M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-36
- 0.62%
$442.66 - $534.52 $15.9K - $19.2K
5.79K $3.08M
ABBV
Abb Vie Inc.

Healthcare
-6
- 0.03%
$169.2 - $216.66 $1.02K - $1.3K
17.2K $3.6M
Activity Summary
Buys All Purchases 74 New Holdings 7 Increased Positions 67 Sells All Sells 50 Reductions 50 Sold out 0 Options Calls 0 Puts 0
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