Ipsen Advisor Group LLC Purchases in Q4 2022

Ipsen Advisor Group LLC

  • $86.8 Billion
  • Q4 2022
Stock Shares change Price Range Shares Held Trade History
FLO
Flowers Foods Inc

Consumer Defensive
443K
New
$24.55 - $30.14 $10.9M - $13.4M
443K $12.7B
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
120K
New
$32.23 - $38.38 $3.88M - $4.62M
120K $3.88B
IMCV
Ishares Morningstar Mid Cap Va

ETFs
61.8K
New
$56.85 - $65.72 $3.51M - $4.06M
61.8K $3.84B
ISCV
Ishares Morningstar Small Cap

ETFs
70.5K
New
$48.79 - $56.02 $3.44M - $3.95M
70.5K $3.67B
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
64.5K
New
$49.2 - $57.69 $3.17M - $3.72M
64.5K $3.47B
ISCG
Ishares Morningstar Small Cap

ETFs
85.8K
New
$34.27 - $38.77 $2.94M - $3.33M
85.8K $3.09B
ILCG
Ishares Morningstar Growth ETF
57.7K
New
N/A
57.7K $2.81B
ESGU
Ishares Trust Ishares Esg Awar

ETFs
28K
New
$79.22 - $90.53 $2.22M - $2.54M
28K $2.37B
HSCZ
Ishares Tr Currency Hedged Msc

ETFs
75.8K
New
$25.62 - $33.06 $1.94M - $2.5M
75.8K $1.96B
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
33.6K
New
$45.8 - $57.82 $1.54M - $1.94M
33.6K $1.86B
QUAL
Ishares Msci Usa Quality Facto

ETFs
14.7K
New
$103.82 - $121.24 $1.53M - $1.79M
14.7K $1.68B
NOBL
Proshares S&P 500 Dividend Ari

ETFs
17.7K
New
$80.62 - $95.15 $1.43M - $1.69M
17.7K $1.59B
IWN
Ishares Russell2000 Val ETF

ETFs
11.4K
New
$131.32 - $149.64 $1.49M - $1.7M
11.4K $1.58B
DGRO
Ishares Core Dividend Growth E

ETFs
29.5K
New
$44.53 - $52.33 $1.31M - $1.54M
29.5K $1.48B
XLV
Select Sector Spdr Fund Health

ETFs
8.17K
New
$121.85 - $140.1 $996K - $1.15M
8.17K $1.11B
WMT
Walmart Inc.

Consumer Defensive
7.54K
New
$128.56 - $153.48 $970K - $1.16M
7.54K $1.07B
XOM
Exxon Mobil Corp

Energy
9.36K
New
$91.92 - $114.2 $860K - $1.07M
9.36K $1.03B
IAU
Ishares Gold Trust

ETFs
28.7K
New
$30.88 - $34.6 $885K - $992K
28.7K $992M
SPY
Spdr S&P 500 ETF Trust

ETFs
2.57K
New
$357.63 - $407.42 $919K - $1.05M
2.57K $983M
XLE
Energy Sector Spdr

ETFs
11.2K
New
$76.09 - $94.08 $849K - $1.05M
11.2K $975M
AAPL
Apple Inc.

Technology
6.92K
New
$126.04 - $155.74 $872K - $1.08M
6.92K $899M
QQQ
Invesco Qqq Trust, Series 1

ETFs
3.3K
New
$260.1 - $293.72 $859K - $970K
3.3K $879M
VFH
Vanguard Financial ETF

ETFs
9.76K
New
$74.7 - $88.6 $729K - $865K
9.76K $807M
ILCV
Ishares Morningstar Value ETF

ETFs
12.6K
New
$57.07 - $66.32 $721K - $838K
12.6K $799M
Invesco Bldrs Index Fds Tr
20.8K
New
N/A
20.8K $779M
MSFT
Microsoft Corp

Technology
2.98K
New
$214.25 - $257.22 $637K - $765K
2.98K $713M
NUSC
Nuveen Esg Small Cap ETF

ETFs
20.7K
New
$32.62 - $37.2 $674K - $768K
20.7K $706M
IEF
Ishares Barclays

ETFs
7.27K
New
$92.93 - $99.14 $676K - $721K
7.27K $697M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
6.39K
New
$96.14 - $113.15 $614K - $723K
6.39K $691M
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
14.3K
New
$40.79 - $49.73 $583K - $711K
14.3K $666M
XLB
Select Sector Spdr Fd Material

ETFs
7.73K
New
$68.18 - $83.76 $527K - $648K
7.73K $601M
WM
Waste Management Inc

Industrials
3.83K
New
$154.73 - $169.85 $592K - $650K
3.83K $600M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
12K
New
$48.51 - $49.72 $583K - $597K
12K $592M
PRU
Prudential Financial Inc

Financial Services
5.88K
New
$89.19 - $110.21 $524K - $648K
5.88K $585M
FDL
First Tr Morningstar Dividend

ETFs
15.4K
New
$33.07 - $38.07 $511K - $588K
15.4K $565M
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
15.7K
New
$32.21 - $37.17 $507K - $585K
15.7K $554M
AMGN
Amgen Inc

Healthcare
1.97K
New
$229.03 - $291.01 $450K - $572K
1.97K $516M
IVV
Ishares Core S&P 500 ETF

ETFs
1.3K
New
$357.98 - $409.32 $464K - $531K
1.3K $498M
MBB
Ishares Tr

ETFs
5.34K
New
$88.67 - $95.44 $473K - $509K
5.34K $495M
TXN
Texas Instruments Inc

Technology
2.96K
New
$148.34 - $180.46 $439K - $534K
2.96K $489M
VO
Vanguard Mid Cap ETF

ETFs
2.38K
New
$186.57 - $217.26 $443K - $516K
2.38K $484M
AVGO
Broadcom Inc.

Technology
860
New
$427.1 - $574.44 $367K - $494K
860 $481M
CVS
Cvs Health Corp

Healthcare
5.1K
New
$88.25 - $103.78 $450K - $530K
5.1K $476M
BMY
Bristol Myers Squibb CO

Healthcare
6.55K
New
$68.48 - $81.09 $449K - $531K
6.55K $471M
VBR
Vanguard Small Cap Value ETF

ETFs
2.81K
New
$147.25 - $169.54 $413K - $476K
2.81K $446M
V
Visa Inc.

Financial Services
2.11K
New
$179.14 - $217.69 $378K - $459K
2.11K $438M
SRE
Sempra Energy

Utilities
2.81K
New
$139.74 - $167.28 $393K - $471K
2.81K $435M
VUG
Vanguard Growth ETF

ETFs
2.01K
New
$208.44 - $233.81 $419K - $470K
2.01K $429M
UNP
Union Pacific Corp

Industrials
2.06K
New
$186.45 - $218.02 $384K - $448K
2.06K $426M
Activity Summary
Buys All Purchases 100 New Holdings 100 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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