Moneywise, Inc. Purchases in Q3 2024

Moneywise, Inc.

  • $193 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IWV
Ishares Russell 3000 ETF

ETFs
15.1K
+ 85.86%
$294.75 - $326.73 $4.45M - $4.94M
32.7K $10.7M
SPY
Spdr S&P 500 ETF Trust

ETFs
8.23K
+ 67.42%
$517.38 - $573.86 $4.26M - $4.72M
20.4K $11.7M
VV
Vanguard Large Cap ETF

ETFs
17.1K
+ 72.02%
$236.92 - $263.4 $4.05M - $4.51M
40.9K $10.8M
DGRO
Ishares Core Dividend Growth E

ETFs
43.3K
New
$57.47 - $62.76 $2.49M - $2.72M
43.3K $2.71M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
51.5K
+ 82.16%
$49.93 - $51.15 $2.57M - $2.64M
114K $5.84M
ITOT
Ishares Core S&P Total U.S. St

ETFs
11.6K
+ 9.61%
$113.41 - $125.62 $1.32M - $1.46M
133K $16.6M
IVW
Ishares S&P 500 Growth ETF

ETFs
20.3K
+ 49.2%
$84.77 - $97.13 $1.72M - $1.97M
61.6K $5.9M
MSFT
Microsoft Corp

Technology
3.62K
New
$395.15 - $467.56 $1.43M - $1.69M
3.62K $1.56M
EFV
Msci Eafe Value ETF

ETFs
25K
+ 92.01%
$51.72 - $57.96 $1.29M - $1.45M
52.1K $3M
GOOG
Alphabet Inc.

Communication Services
5.06K
New
$149.54 - $192.66 $756K - $974K
5.06K $845K
EFG
Msci Eafe Growth ETF

ETFs
6.7K
+ 94.55%
$96.84 - $108.77 $649K - $729K
13.8K $1.48M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
11.5K
+ 90.93%
$56.04 - $62.99 $645K - $724K
24.1K $1.48M
IYW
Ishares Dj Us Tech ETF

ETFs
4.75K
+ 90.54%
$133.16 - $158.73 $632K - $754K
9.99K $1.51M
VTI
Vanguard Total Stock Market Et

ETFs
2.52K
New
$255.18 - $283.2 $644K - $715K
2.52K $714K
TPHD
Timothy Plan High Divid Stk Et

ETFs
6.32K
+ 15.15%
$34.67 - $37.7 $219K - $238K
48K $1.81M
IVV
Ishares Core S&P 500 ETF

ETFs
407
+ 11.0%
$520.18 - $576.82 $212K - $235K
4.11K $2.37M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
2.44K
+ 2.12%
$44.83 - $47.42 $109K - $116K
118K $5.54M
BIBL
Northern Lts Fd Tr Iv

ETFs
5.24K
+ 13.35%
$36.61 - $40.67 $192K - $213K
44.5K $1.81M
HD
Home Depot, Inc.

Consumer Cyclical
500
New
$333.64 - $405.2 $167K - $203K
500 $202K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
1.63K
New
$111.9 - $124.28 $183K - $203K
1.63K $201K
AAPL
Apple Inc.

Technology
392
+ 15.7%
$207.23 - $234.82 $81.2K - $92K
2.89K $672K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
165
+ 2.2%
$105.53 - $118.34 $17.4K - $19.5K
7.67K $897K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
28
+ 0.24%
$41.02 - $46.01 $1.15K - $1.29K
11.9K $542K
VUG
Vanguard Growth ETF

ETFs
8
+ 0.91%
$341.08 - $391.94 $2.73K - $3.14K
884 $339K
IJK
Ishares S&P Midcap 400 Growth

ETFs
4
+ 0.16%
$84.81 - $93.54 $339 - $374
2.52K $231K
Northern Lts Fd Tr Iv
7.29K
+ 20.3%
N/A
43.2K $0
Blackrock ETF Trust Ii
6.34K
+ 46.43%
N/A
20K $0
Activity Summary
Buys All Purchases 28 New Holdings 6 Increased Positions 22 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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