Sharkey, Howes & Javer Purchases and Sells in Q3 2024

Sharkey, Howes & Javer

$665 Million
Q3 2024

Top Buys

Incresed Positions

42 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPY	29K + 702.42%	$517.38 - $573.86 $15M - $16.7M	33.2K $19M
IUSB	220K + 14.87%	$44.83 - $47.42 $9.87M - $10.4M	1.7M $80.1M
EFV	205K + 97.96%	$51.72 - $57.96 $10.6M - $11.9M	414K $23.8M
QUAL	24.2K + 8.8%	$162.64 - $179.3 $3.94M - $4.34M	299K $53.6M
EMXC	53.7K + 49.59%	$56.04 - $62.99 $3.01M - $3.38M	162K $9.89M
ACWI	23K + 303.29%	$107.24 - $119.84 $2.47M - $2.76M	30.6K $3.66M

New Holdings

35 operations

Stock	Shares change	Price Range	Shares Held	Trade History
TOTL	335K New	$39.37 - $41.68 $13.2M - $13.9M	335K $13.9M
SPAB	319K New	$24.86 - $26.33 $7.94M - $8.41M	319K $8.35M
XLSR	143K New	$46.89 - $52.24 $6.69M - $7.46M	143K $7.4M
SPEM	168K New	$36.02 - $41.68 $6.05M - $7M	168K $6.94M
QUS	39K New	$144.27 - $157.55 $5.63M - $6.15M	39K $6.15M
SPSM	99.7K New	$41.02 - $46.01 $4.09M - $4.59M	99.7K $4.54M

Top Sells

Reduced Positions

48 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVV	-51.3K - 24.32%	$520.18 - $576.82 $26.7M - $29.6M	160K $92M
GCOW	-186K - 77.31%	$33.88 - $36.77 $6.29M - $6.82M	54.5K $1.99M
PAVE	-169K - 71.33%	$36.39 - $41.16 $6.15M - $6.96M	68K $2.8M
QQQM	-26.8K - 63.77%	$178.94 - $207.0 $4.79M - $5.54M	15.2K $3.05M
CWI	-157K - 87.04%	$27.15 - $30.78 $4.26M - $4.83M	23.4K $711K
JQUA	-63.3K - 91.93%	$51.29 - $56.57 $3.24M - $3.58M	5.56K $314K

Activity Summary All Purchases 77 New Holdings 35 Increased Positions 42 All Sells 48 Reductions 48 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sharkey, Howes & Javer, based on Form 13F filings with the SEC.

News

Stay updated on Sharkey, Howes & Javer with notifications on news.