Investment Research & Advisory Group, Inc. Closed Holding Positions

Investment Research & Advisory Group, Inc.

  • $236 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
Jpmorgan Betabuilders Europe ETF
Q3 2021 Filed on Oct 07, 2021
5,694
N/A
CVS
Cvs Health Corp

Healthcare
Q3 2021 Filed on Oct 07, 2021
56
$80.05 - $87.47 $4.48K - $4.9K
Jpmorgan Betabuilders Japan ETF
Q3 2021 Filed on Oct 07, 2021
5,375
N/A
TJX
Tjx Companies Inc

Consumer Cyclical
Q3 2021 Filed on Oct 07, 2021
70
$65.03 - $75.81 $4.55K - $5.31K
USB
Us Bancorp \De\

Financial Services
Q3 2021 Filed on Oct 07, 2021
148
$54.51 - $61.1 $8.07K - $9.04K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
Q3 2021 Filed on Oct 07, 2021
674
$53.19 - $53.64 $35.9K - $36.2K
VGSH
Vanguard

ETFs
Q3 2021 Filed on Oct 07, 2021
961
$61.39 - $61.54 $59K - $59.1K
IWB
Ishares Tr Russell 1000 ETF

ETFs
Q3 2021 Filed on Oct 07, 2021
1,179
$239.32 - $255.42 $282K - $301K
XEL
Xcel Energy Inc

Utilities
Q3 2021 Filed on Oct 07, 2021
77
$61.42 - $70.61 $4.73K - $5.44K
HAL
Halliburton CO

Energy
Q3 2021 Filed on Oct 07, 2021
110
$18.15 - $23.8 $2K - $2.62K
RSG
Republic Services, Inc.

Industrials
Q3 2021 Filed on Oct 07, 2021
31
$110.61 - $126.1 $3.43K - $3.91K
TXN
Texas Instruments Inc

Technology
Q3 2021 Filed on Oct 07, 2021
48
$183.8 - $200.65 $8.82K - $9.63K
TROW
Price T Rowe Group Inc

Financial Services
Q3 2021 Filed on Oct 07, 2021
44
$196.7 - $223.87 $8.65K - $9.85K
NTRS
Northern Trust Corp

Financial Services
Q3 2021 Filed on Oct 07, 2021
35
$104.51 - $121.03 $3.66K - $4.24K
PPG
Ppg Industries Inc

Basic Materials
Q3 2021 Filed on Oct 07, 2021
41
$143.01 - $172.3 $5.86K - $7.06K
PH
Parker Hannifin Corp

Industrials
Q3 2021 Filed on Oct 07, 2021
19
$279.47 - $313.39 $5.31K - $5.95K
SCHO
Schwab Short Term Us Treasury

ETFs
Q3 2021 Filed on Oct 07, 2021
5,199
$51.18 - $51.3 $266K - $267K
NEE
Nextera Energy Inc

Utilities
Q3 2021 Filed on Oct 07, 2021
84
$74.19 - $86.48 $6.23K - $7.26K
SYY
Sysco Corp

Consumer Defensive
Q3 2021 Filed on Oct 07, 2021
60
$70.47 - $81.66 $4.23K - $4.9K
NSC
Norfolk Southern Corp

Industrials
Q3 2021 Filed on Oct 07, 2021
20
$239.24 - $273.35 $4.78K - $5.47K
EEM
Ishares Msci Emerging Markets

ETFs
Q2 2021 Filed on Jul 29, 2021
51
$52.01 - $56.09 $2.65K - $2.86K
VUG
Vanguard Growth ETF

ETFs
Q2 2021 Filed on Jul 29, 2021
239
$257.69 - $287.23 $61.6K - $68.6K
MCK
Mckesson Corp

Healthcare
Q2 2021 Filed on Jul 29, 2021
495
$184.89 - $202.68 $91.5K - $100K
QUAL
Ishares Msci Usa Quality Facto

ETFs
Q2 2021 Filed on Jul 29, 2021
23
$123.09 - $133.01 $2.83K - $3.06K
BECN
Beacon Roofing Supply Inc

Industrials
Q2 2021 Filed on Jul 29, 2021
1,800
$51.95 - $60.25 $93.5K - $108K
GMS
Gms Inc.

Industrials
Q1 2021 Filed on Apr 29, 2021
41,281
$28.33 - $44.3 $1.17M - $1.83M
IWP
Ishares Russell Mid Cap Growth

ETFs
Q1 2021 Filed on Apr 29, 2021
146
$96.94 - $112.05 $14.2K - $16.4K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
Q1 2021 Filed on Apr 29, 2021
90
$58.97 - $61.74 $5.31K - $5.56K
KLXE
Klx Energy Services Holdings, Inc.

Energy
Q1 2021 Filed on Apr 29, 2021
2,028
$6.55 - $18.17 $13.3K - $36.8K
SCHP
Schwab Strategic Us Tips ETF

ETFs
Q1 2021 Filed on Apr 29, 2021
10
$60.52 - $62.31 $605 - $623
VOOG
Vanguard S&P 500 Growth ETF

ETFs
Q1 2021 Filed on Apr 29, 2021
63
$221.65 - $242.6 $14K - $15.3K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
Q4 2020 Filed on Feb 16, 2021
40
$53.12 - $84.4 $2.12K - $3.38K
KIM
Kimco Realty Corp

Real Estate
Q4 2020 Filed on Feb 16, 2021
840
$10.22 - $15.61 $8.58K - $13.1K
IWN
Ishares Russell2000 Val ETF

ETFs
Q4 2020 Filed on Feb 16, 2021
239
$100.9 - $132.3 $24.1K - $31.6K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
Q4 2020 Filed on Feb 16, 2021
118
$223.17 - $294.86 $26.3K - $34.8K
Navistar Intl Corp
Q4 2020 Filed on Feb 16, 2021
5
N/A
XOM
Exxon Mobil Corp

Energy
Q4 2020 Filed on Feb 16, 2021
136
$31.57 - $44.01 $4.29K - $5.99K
Unilever N V
Q4 2020 Filed on Feb 16, 2021
21,356
N/A
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
Q4 2020 Filed on Feb 16, 2021
140
$51.91 - $71.5 $7.27K - $10K
IWD
Ishares Russell 1000 Val ETF

ETFs
Q4 2020 Filed on Feb 16, 2021
681
$115.84 - $136.73 $78.9K - $93.1K
Ishares Gold Tr ETF
Q4 2020 Filed on Feb 16, 2021
55
N/A
Zynga Inc
Q4 2020 Filed on Feb 16, 2021
3
N/A
IXC
Ishares Tr Global Energy ETF

ETFs
Q3 2020 Filed on Oct 29, 2020
9
$16.4 - $20.37 $148 - $183
BIDU
Baidu, Inc.

Communication Services
Q3 2020 Filed on Oct 29, 2020
35
$115.69 - $132.93 $4.05K - $4.65K
At Home Group Inc
Q3 2020 Filed on Oct 29, 2020
15,000
N/A
PAYX
Paychex Inc

Industrials
Q2 2020 Filed on Aug 04, 2020
5
$59.55 - $80.32 $298 - $402
DRI
Darden Restaurants Inc

Consumer Cyclical
Q2 2020 Filed on Aug 04, 2020
15
$44.31 - $86.04 $665 - $1.29K
FFIV
F5, Inc.

Technology
Q2 2020 Filed on Aug 04, 2020
200
$103.73 - $149.02 $20.7K - $29.8K
SNA
Snap On Inc

Industrials
Q2 2020 Filed on Aug 04, 2020
3
$95.52 - $156.06 $287 - $468
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