Sharkey, Howes & Javer Purchases and Sells in Q1 2025

Sharkey, Howes & Javer

$654 Million
Q1 2025

Top Buys

Incresed Positions

40 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVE	47.3K + 61.71%	$185.78 - $198.58 $8.8M - $9.4M	124K $23.6M
HYBL	193K + 207.19%	$28.04 - $28.63 $5.42M - $5.53M	287K $8.06M
IAU	76.3K + 123.03%	$49.74 - $58.96 $3.8M - $4.5M	138K $8.16M
DYNF	113K + 15.28%	$48.06 - $53.73 $5.42M - $6.06M	851K $41.5M
IEMG	64.4K + 69.06%	N/A	158K $8.45M
SPDW	88.4K + 334.72%	$33.84 - $37.77 $2.99M - $3.34M	115K $4.18M

New Holdings

13 operations

Stock	Shares change	Price Range	Shares Held	Trade History
TLH	98.5K New	$97.25 - $104.79 $9.58M - $10.3M	98.5K $10.2M
OEF	35K New	N/A	35K $9.3M
EFA	38.4K New	$74.85 - $84.89 $2.88M - $3.26M	38.4K $3.14M
EDV	22.7K New	$65.05 - $73.43 $1.48M - $1.67M	22.7K $1.62M
SPIB	40.8K New	$32.5 - $33.3 $1.33M - $1.36M	40.8K $1.36M
IEFA	5.95K New	$69.57 - $78.65 $414K - $468K	5.95K $449K

Top Sells

Reduced Positions

70 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVV	-23.3K - 15.02%	$554.06 - $615.85 $12.9M - $14.3M	132K $74.1M
EFG	-79.7K - 35.3%	$96.1 - $106.37 $7.66M - $8.48M	146K $14.6M
AGG	-69.3K - 63.46%	$95.85 - $99.25 $6.64M - $6.87M	39.9K $3.95M
ESGU	-44K - 26.1%	$120.24 - $134.3 $5.29M - $5.91M	125K $15.2M
SPAB	-208K - 89.24%	$24.73 - $25.62 $5.15M - $5.33M	25.1K $640K
SPY	-5.48K - 15.4%	$551.42 - $612.93 $3.02M - $3.36M	30.1K $16.8M

Activity Summary All Purchases 53 New Holdings 13 Increased Positions 40 All Sells 70 Reductions 70 Sold out 0 Calls 0 Puts 0

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