Sharkey, Howes & Javer Purchases in Q1 2025

Sharkey, Howes & Javer

  • $654 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
98.5K
New
$97.25 - $104.79 $9.58M - $10.3M
98.5K $10.2M
OEF
Ishares S&P 100 ETF

ETFs
35K
New
N/A
35K $9.3M
IVE
Ishares S&P 500 Value ETF

ETFs
47.3K
+ 61.71%
$185.78 - $198.58 $8.8M - $9.4M
124K $23.6M
HYBL
Ssga Active Tr Spdr Blackstone

ETFs
193K
+ 207.19%
$28.04 - $28.63 $5.42M - $5.53M
287K $8.06M
IAU
Ishares Gold Trust

ETFs
76.3K
+ 123.03%
$49.74 - $58.96 $3.8M - $4.5M
138K $8.16M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
113K
+ 15.28%
$48.06 - $53.73 $5.42M - $6.06M
851K $41.5M
IEMG
Ishares Inc

ETFs
64.4K
+ 69.06%
N/A
158K $8.45M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
88.4K
+ 334.72%
$33.84 - $37.77 $2.99M - $3.34M
115K $4.18M
EFA
Ishares Tr Msci Eafe ETF

ETFs
38.4K
New
$74.85 - $84.89 $2.88M - $3.26M
38.4K $3.14M
IVW
Ishares S&P 500 Growth ETF

ETFs
58.7K
+ 21.93%
$92.45 - $106.69 $5.43M - $6.26M
326K $30.3M
EDV
Vanguard Extended Duration Tre

ETFs
22.7K
New
$65.05 - $73.43 $1.48M - $1.67M
22.7K $1.62M
EMB
Ishares Tr

ETFs
17.1K
+ 53.21%
$88.64 - $92.03 $1.52M - $1.58M
49.3K $4.47M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
16.5K
+ 94.74%
$91.45 - $91.75 $1.51M - $1.52M
34K $3.12M
SPIB
Spdr Portfolio Intermediate Te

ETFs
40.8K
New
$32.5 - $33.3 $1.33M - $1.36M
40.8K $1.36M
GLD
Spdr Gold Trust

ETFs
2.68K
+ 22.79%
$243.19 - $288.14 $652K - $773K
14.4K $4.16M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
5.88K
+ 18.7%
$196.12 - $229.48 $1.15M - $1.35M
37.3K $7.54M
EMHC
Spdr Bloomberg Emerging Market
41.9K
+ 69.82%
$23.72 - $24.56 $994K - $1.03M
102K $2.46M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
17.7K
+ 36.85%
$45.92 - $47.58 $814K - $843K
65.8K $3.13M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
10.7K
+ 16.05%
$49.78 - $53.19 $534K - $571K
77.6K $3.96M
JPEM
Jp Morgan Diversified Return

ETFs
9.45K
+ 53.89%
$50.81 - $54.04 $480K - $510K
27K $1.42M
IEFA
Ishares Tr

ETFs
5.95K
New
$69.57 - $78.65 $414K - $468K
5.95K $449K
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
2.17K
+ 4.87%
$152.57 - $163.66 $331K - $355K
46.7K $7.32M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
8.88K
New
$41.61 - $44.72 $370K - $397K
8.88K $384K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
19.7K
+ 18.08%
$40.03 - $46.81 $790K - $924K
129K $5.25M
HYDB
Ishares Tr Edge High Yield Def

ETFs
6.27K
+ 38.84%
$46.82 - $47.8 $293K - $299K
22.4K $1.05M
ABT
Abbott Laboratories

Healthcare
1.69K
New
$111.1 - $140.22 $187K - $236K
1.69K $223K
CME
Cme Group Inc.

Financial Services
819
New
$225.82 - $266.54 $185K - $218K
819 $217K
JPMB
J P Morgan Usd Emerging Market

ETFs
5.03K
+ 29.12%
$37.79 - $39.03 $190K - $196K
22.3K $858K
VEA
Vanguard Ftse Developed Market

ETFs
3.97K
New
$47.4 - $52.99 $188K - $210K
3.97K $201K
EUSB
Ishares Tr Esg Advanced Total

Technology
2.72K
+ 11.0%
$42.05 - $43.43 $114K - $118K
27.5K $1.19M
IDU
Ishares Tr U S Utils ETF

ETFs
157
+ 1.02%
$95.33 - $102.77 $15K - $16.1K
15.5K $1.57M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
1.37K
+ 12.66%
$50.48 - $51.04 $69.1K - $69.8K
12.2K $617K
RTX
Raytheon Technologies Corp

Industrials
3
+ 0.08%
$114.1 - $135.66 $342 - $407
3.74K $495K
ICVT
Ishares Tr Convertible Bond Et

ETFs
577
+ 10.26%
$83.18 - $89.27 $48K - $51.5K
6.2K $518K
XLE
Energy Sector Spdr

ETFs
180
+ 6.76%
$85.7 - $93.96 $15.4K - $16.9K
2.84K $265K
IWD
Ishares Russell 1000 Val ETF

ETFs
8
+ 0.15%
$182.82 - $196.21 $1.46K - $1.57K
5.49K $1.03M
COST
Costco Wholesale Corp

Consumer Defensive
1
+ 0.21%
$890.62 - $1076.86 $891 - $1.08K
472 $446K
Fidelity Covington Trust
17.9K
New
N/A
17.9K $0
Spdr Ser Tr
132K
New
N/A
132K $0
Blackrock ETF Trust
67.8K
New
N/A
67.8K $0
Blackrock ETF Trust Ii
36.5K
+ 15.37%
N/A
274K $0
MMTM
Spdr Ser Tr S&P 1500 Momentum

ETFs
261
+ 7.36%
$238.2 - $273.85 $62.2K - $71.5K
3.81K $917K
RSP
Invesco S&P 500 Equal Weight E

ETFs
27
+ 0.29%
$169.43 - $182.84 $4.57K - $4.94K
9.47K $1.64M
DFUS
Dimensional ETF Tr U S Equity

ETFs
13
+ 0.22%
$59.61 - $66.71 $775 - $867
5.81K $351K
SYLD
Cambria Shareholder Yld ETF

ETFs
35
+ 0.6%
$62.77 - $71.4 $2.2K - $2.5K
5.9K $376K
VTI
Vanguard Total Stock Market Et

ETFs
163
+ 2.75%
$271.18 - $303.12 $44.2K - $49.4K
6.09K $1.67M
IWB
Ishares Tr Russell 1000 ETF

ETFs
9
+ 0.18%
$302.31 - $337.54 $2.72K - $3.04K
5.12K $1.57M
SPMD
Spdr Portfolio

ETFs
1K
+ 1.63%
$50.21 - $57.73 $50.3K - $57.8K
62.7K $3.21M
USXF
Ishares Esg Advanced Msci Usa

Technology
844
+ 1.25%
$46.38 - $52.65 $39.1K - $44.4K
68.2K $3.18M
Activity Summary
Buys All Purchases 53 New Holdings 13 Increased Positions 40 Sells All Sells 70 Reductions 70 Sold out 0 Options Calls 0 Puts 0
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