Sarver Vrooman Wealth Advisors Purchases and Sells in Q3 2025

Sarver Vrooman Wealth Advisors

$156 Billion
Q3 2025

Top Buys

Incresed Positions

15 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IBDW	29.3K + 1.36%	$20.77 - $21.32 $609K - $625K	2.18M $46.3B
IBDR	15K + 0.85%	N/A	1.77M $43B
DGRW	1.25K + 3.1%	$84.28 - $89.46 $106K - $112K	41.6K $3.7B
DBEF	3.04K + 4.78%	$43.65 - $46.42 $133K - $141K	66.6K $3.09B
ISHARES TR IBONDS ETF DEC 2034 TERM CORPORATE	10.9K + 113.21%	N/A	20.6K $546M
IBDX	11.3K + 155.16%	$24.97 - $25.78 $282K - $292K	18.6K $476M

New Holdings

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ISHARES TR ETF IBONDS DEC 2035 TERM CORP	10.1K New	N/A	10.1K $264M
ISHARES TR IBONDS ETF DEC 2033 TERM CORP	10K New	N/A	10K $263M
ISHARES TR ETF IBONDS DEC 2031 TERM MUNI BD	1.22K New	N/A	1.22K $31.6M
ISHARES IBONDS DEC ETF TR 2030 TERM MUNI BD	1.21K New	N/A	1.21K $31.6M
NIOCORP DEVS LTD COM NEW	2.17K New	N/A	2.17K $14.5M

Top Sells

Reduced Positions

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
T	-926 - 50.0%	$26.94 - $29.62 $24.9K - $27.4K	926 $26.2M
AEE	-161 - 38.24%	$95.0 - $104.38 $15.3K - $16.8K	260 $27.1M
VZ	-259 - 50.0%	$40.84 - $45.06 $10.6K - $11.7K	259 $11.4M
WBD	-224 - 50.0%	$10.78 - $19.82 $2.41K - $4.44K	224 $4.38M
IBDS	-20 - 0.21%	$24.14 - $24.34 $483 - $487	9.71K $236M
IBDV	-38 - 0.41%	$21.75 - $22.22 $827 - $844	9.18K $203M

Activity Summary All Purchases 20 New Holdings 5 Increased Positions 15 All Sells 7 Reductions 7 Sold out 0 Calls 0 Puts 0

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