Sharkey, Howes & Javer Purchases and Sells in Q3 2025

Sharkey, Howes & Javer

$691 Million
Q3 2025

Top Buys

Incresed Positions

52 operations

Stock	Shares change	Price Range	Shares Held	Trade History
OEF	38.6K + 76.29%	N/A	89.2K $23.7M
DYNF	99.1K + 11.85%	$54.35 - $59.32 $5.39M - $5.88M	936K $55.4M
IVV	5.34K + 6.66%	$620.67 - $670.08 $3.31M - $3.58M	85.5K $57.3M
TLT	73.2K + 68.15%	$85.01 - $90.35 $6.22M - $6.61M	181K $16.1M
IAU	59K + 49.83%	$61.62 - $72.77 $3.64M - $4.3M	178K $12.9M
IVW	5.5K + 1.71%	$108.97 - $121.65 $599K - $669K	327K $39.5M

New Holdings

15 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ITA	23.9K New	$184.73 - $209.26 $4.41M - $4.99M	23.9K $4.99M
AVEM	27.7K New	$68.33 - $75.41 $1.89M - $2.09M	27.7K $2.08M
SPIB	35.8K New	$33.26 - $34.01 $1.19M - $1.22M	35.8K $1.21M
SLV	15.8K New	$32.73 - $42.5 $517K - $672K	15.8K $669K
SCHZ	20.7K New	$22.9 - $23.58 $474K - $488K	20.7K $485K
SPLG	6.01K New	$72.65 - $78.68 $436K - $473K	6.01K $470K

Top Sells

Reduced Positions

58 operations

Stock	Shares change	Price Range	Shares Held	Trade History
EFG	-105K - 71.3%	$106.99 - $114.46 $11.2M - $12M	42.2K $4.8M
IUSB	-205K - 15.73%	$45.6 - $46.92 $9.35M - $9.62M	1.1M $51.3M
IYW	-50.8K - 85.56%	$171.38 - $197.01 $8.7M - $10M	8.57K $1.68M
SPDW	-112K - 85.31%	$39.8 - $42.86 $4.45M - $4.8M	19.3K $824K
QUAL	-39.4K - 13.01%	$182.33 - $194.5 $7.18M - $7.66M	263K $51.2M
VWO	-51.2K - 70.21%	$49.43 - $54.52 $2.53M - $2.79M	21.7K $1.18M

Activity Summary All Purchases 67 New Holdings 15 Increased Positions 52 All Sells 58 Reductions 58 Sold out 0 Calls 0 Puts 0

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