Iowa State Bank Reduced Holdings in Q4 2024

Iowa State Bank

  • $476 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-6.18K
- 0.55%
$11.42 - $12.5 $70.6K - $77.2K
1.11M $12.8M
PEP
Pepsico Inc

Consumer Defensive
-904
- 2.16%
$151.29 - $176.1 $137K - $159K
41K $6.24M
JNJ
Johnson & Johnson

Healthcare
-258
- 0.56%
$143.34 - $165.86 $37K - $42.8K
45.5K $6.58M
UPS
United Parcel Service Inc

Industrials
-699
- 1.17%
$122.65 - $138.35 $85.7K - $96.7K
58.9K $7.43M
AMGN
Amgen Inc

Healthcare
-165
- 1.56%
$258.78 - $328.31 $42.7K - $54.2K
10.4K $2.72M
XOM
Exxon Mobil Corp

Energy
-1.18K
- 2.03%
$105.51 - $125.37 $125K - $148K
57.1K $6.15M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-4.12K
- 12.24%
$96.64 - $101.23 $398K - $417K
29.5K $2.86M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-368
- 1.02%
$59.25 - $72.99 $21.8K - $26.9K
35.7K $2.13M
LOW
Lowes Companies Inc

Consumer Cyclical
-208
- 1.28%
$244.52 - $284.07 $50.9K - $59.1K
16.1K $3.97M
OMC
Omnicom Group Inc.

Communication Services
-116
- 0.47%
$85.82 - $105.47 $9.96K - $12.2K
24.3K $2.09M
CAT
Caterpillar Inc

Industrials
-109
- 0.86%
$360.37 - $416.88 $39.3K - $45.4K
12.6K $4.57M
CVS
Cvs Health Corp

Healthcare
-729
- 3.83%
$43.78 - $67.46 $31.9K - $49.2K
18.3K $822K
PRU
Prudential Financial Inc

Financial Services
-2.07K
- 4.27%
$114.59 - $129.52 $237K - $267K
46.3K $5.49M
DD
Du Pont De Nemours, Inc.

Basic Materials
-82
- 0.32%
$75.95 - $88.05 $6.23K - $7.22K
25.3K $1.93M
CMCSA
Comcast Corp

Communication Services
-1.86K
- 3.25%
$37.39 - $45.14 $69.5K - $84K
55.4K $2.08M
MCD
Mcdonalds Corp

Consumer Cyclical
-438
- 3.67%
$288.47 - $316.54 $126K - $139K
11.5K $3.33M
PG
Procter & Gamble CO

Consumer Defensive
-153
- 0.31%
$161.05 - $179.7 $24.6K - $27.5K
49.1K $8.22M
PFE
Pfizer Inc

Healthcare
-446
- 0.47%
$24.8 - $30.19 $11.1K - $13.5K
95K $2.52M
DUK
Duke Energy Corp

Utilities
-499
- 2.02%
$105.76 - $120.76 $52.8K - $60.3K
24.2K $2.61M
CVX
Chevron Corp

Energy
-814
- 1.81%
$141.15 - $162.53 $115K - $132K
44.1K $6.39M
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
-1.2K
- 28.09%
$164.89 - $177.66 $198K - $213K
3.07K $507K
EXC
Exelon Corp

Utilities
-1.53K
- 3.8%
$36.22 - $40.97 $55.5K - $62.8K
38.8K $1.46M
IBM
International Business Machines Corp

Technology
-572
- 2.07%
$204.9 - $238.04 $117K - $136K
27.1K $5.96M
ING
Ing Groep Nv

Financial Services
-4K
- 11.24%
$15.1 - $17.73 $60.4K - $70.9K
31.6K $494K
YUM
Yum Brands Inc

Consumer Cyclical
-244
- 1.2%
$130.36 - $139.54 $31.8K - $34K
20K $2.69M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-1.36K
- 24.9%
$88.59 - $94.57 $120K - $129K
4.1K $364K
MDT
Medtronic PLC

Healthcare
-1
- 0.01%
$79.61 - $92.24 $79.6 - $92.2
13K $1.04M
MET
Metlife Inc

Financial Services
-762
- 1.43%
$78.15 - $88.25 $59.6K - $67.2K
52.5K $4.3M
CHE
Chemed Corp

Healthcare
-50
- 6.67%
$517.44 - $613.19 $25.9K - $30.7K
700 $370K
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
-142
- 0.49%
$27.88 - $30.51 $3.96K - $4.33K
28.9K $808K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-1.13K
- 0.31%
$61.68 - $67.87 $69.8K - $76.8K
360K $22.4M
HSY
Hershey CO

Consumer Defensive
-97
- 5.2%
$168.67 - $193.65 $16.4K - $18.8K
1.77K $299K
SYY
Sysco Corp

Consumer Defensive
-290
- 1.38%
$73.63 - $81.77 $21.4K - $23.7K
20.8K $1.59M
EOG
Eog Resources Inc

Energy
-332
- 1.28%
$118.22 - $136.54 $39.2K - $45.3K
25.7K $3.15M
TGT
Target Corp

Consumer Defensive
-61
- 3.32%
$121.59 - $160.69 $7.42K - $9.8K
1.77K $239K
ETN
Eaton Corp PLC

Industrials
-161
- 0.68%
$326.96 - $377.52 $52.6K - $60.8K
23.4K $7.75M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-155
- 8.73%
$481.22 - $538.17 $74.6K - $83.4K
1.62K $828K
AFL
Aflac Inc

Financial Services
-72
- 2.77%
$100.37 - $115.27 $7.23K - $8.3K
2.52K $260K
BA
Boeing CO

Industrials
-323
- 19.08%
$138.14 - $180.72 $44.6K - $58.4K
1.37K $242K
Linde PLC
-54
- 0.88%
N/A
6.08K $0
TFC
Truist Financial Corp

Financial Services
-1.13K
- 1.24%
$41.51 - $48.1 $46.9K - $54.4K
89.8K $3.9M
SPYG
Spdr Portfolio

ETFs
-1.53K
- 4.31%
$81.74 - $91.38 $125K - $140K
33.9K $2.98M
META
Meta Platforms, Inc.

Communication Services
-198
- 1.17%
$554.08 - $632.68 $110K - $125K
16.7K $9.83M
GILD
Gilead Sciences, Inc.

Healthcare
-475
- 1.85%
$83.95 - $97.9 $39.9K - $46.5K
25.3K $2.33M
DLR
Digital Realty Trust, Inc.

Real Estate
-123
- 0.77%
$156.46 - $195.69 $19.2K - $24.1K
15.9K $2.81M
BAC
Bank Of America Corp

Financial Services
-171
- 0.19%
$39.22 - $47.77 $6.71K - $8.17K
90K $3.96M
CSCO
Cisco Systems, Inc.

Technology
-486
- 0.33%
$52.45 - $60.02 $25.5K - $29.2K
148K $8.78M
EMR
Emerson Electric CO

Industrials
-180
- 0.24%
$108.13 - $134.33 $19.5K - $24.2K
74.8K $9.27M
MS
Morgan Stanley

Financial Services
-2.68K
- 4.04%
$104.42 - $134.99 $280K - $362K
63.6K $7.99M
Activity Summary
Buys All Purchases 37 New Holdings 2 Increased Positions 35 Sells All Sells 53 Reductions 53 Sold out 0 Options Calls 0 Puts 0
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