Sharkey, Howes & Javer Purchases in Q3 2024

Sharkey, Howes & Javer

  • $665 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
29K
+ 702.42%
$517.38 - $573.86 $15M - $16.7M
33.2K $19M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
335K
New
$39.37 - $41.68 $13.2M - $13.9M
335K $13.9M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
220K
+ 14.87%
$44.83 - $47.42 $9.87M - $10.4M
1.7M $80.1M
EFV
Msci Eafe Value ETF

ETFs
205K
+ 97.96%
$51.72 - $57.96 $10.6M - $11.9M
414K $23.8M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
319K
New
$24.86 - $26.33 $7.94M - $8.41M
319K $8.35M
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
143K
New
$46.89 - $52.24 $6.69M - $7.46M
143K $7.4M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
168K
New
$36.02 - $41.68 $6.05M - $7M
168K $6.94M
QUAL
Ishares Msci Usa Quality Facto

ETFs
24.2K
+ 8.8%
$162.64 - $179.3 $3.94M - $4.34M
299K $53.6M
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
39K
New
$144.27 - $157.55 $5.63M - $6.15M
39K $6.15M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
99.7K
New
$41.02 - $46.01 $4.09M - $4.59M
99.7K $4.54M
SPMD
Spdr Portfolio

ETFs
56.1K
New
$50.29 - $54.92 $2.82M - $3.08M
56.1K $3.07M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
64K
New
$41.9 - $48.26 $2.68M - $3.09M
64K $3.06M
ACWI
Ishares Msci Acwi ETF

ETFs
23K
+ 303.29%
$107.24 - $119.84 $2.47M - $2.76M
30.6K $3.66M
EBND
Spdr Bloomberg Emerging Market

ETFs
108K
New
$19.74 - $21.39 $2.13M - $2.31M
108K $2.3M
GLD
Spdr Gold Trust

ETFs
8.94K
New
$215.56 - $246.98 $1.93M - $2.21M
8.94K $2.17M
SPTL
Spdr Portfolio Long Term Treas

ETFs
70.4K
New
$26.69 - $29.87 $1.88M - $2.1M
70.4K $2.05M
MBB
Ishares Tr

ETFs
12K
+ 6.77%
$90.85 - $96.66 $1.09M - $1.16M
189K $18.1M
LECO
Lincoln Electric Holdings Inc

Industrials
8.91K
New
$173.3 - $211.48 $1.54M - $1.89M
8.91K $1.71M
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
89.2K
New
$18.35 - $19.01 $1.64M - $1.7M
89.2K $1.69M
HYG
Ishares Tr

ETFs
19.2K
New
$76.72 - $80.36 $1.47M - $1.54M
19.2K $1.54M
HYBL
Ssga Active Tr Spdr Blackstone

ETFs
53.6K
New
$27.88 - $28.71 $1.5M - $1.54M
53.6K $1.54M
LQD
Ishares Iboxx $ Investment Gra

ETFs
12.4K
+ 88.05%
$106.11 - $113.72 $1.31M - $1.41M
26.5K $2.99M
EMHC
Spdr Bloomberg Emerging Market
55K
New
$23.61 - $25.14 $1.3M - $1.38M
55K $1.38M
IDU
Ishares Tr U S Utils ETF

ETFs
13.2K
New
$87.2 - $102.21 $1.15M - $1.35M
13.2K $1.35M
IVE
Ishares S&P 500 Value ETF

ETFs
973
+ 1.32%
$181.06 - $197.17 $176K - $192K
74.9K $14.8M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
23.8K
New
$33.74 - $37.96 $804K - $905K
23.8K $895K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
7.39K
New
$105.53 - $118.34 $780K - $874K
7.39K $864K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
8.23K
New
$91.42 - $91.82 $753K - $756K
8.23K $755K
XLK
Technology Sector Spdr

ETFs
3.18K
+ 24.21%
$197.34 - $237.68 $628K - $757K
16.3K $3.69M
AXP
American Express CO

Financial Services
2.34K
New
$225.92 - $271.17 $528K - $634K
2.34K $633K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
23.3K
New
$24.38 - $25.2 $568K - $587K
23.3K $585K
RTX
Raytheon Technologies Corp

Industrials
3.93K
New
$99.55 - $123.34 $391K - $485K
3.93K $476K
KEMX
Kraneshares Tr

ETFs
14K
+ 45.15%
$28.41 - $32.22 $398K - $452K
45.1K $1.41M
JPM
Jpmorgan Chase & CO

Financial Services
1.96K
New
$194.9 - $224.8 $382K - $441K
1.96K $413K
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
7.05K
+ 17.55%
$43.99 - $46.63 $310K - $329K
47.2K $2.2M
HCA
Hca Healthcare, Inc.

Healthcare
1.01K
New
$315.12 - $406.43 $318K - $410K
1.01K $410K
DMXF
Ishares Esg Advanced Msci Eafe

Technology
4.03K
+ 18.81%
$64.83 - $72.82 $261K - $293K
25.4K $1.83M
IXN
Ishares Global Information Tec

ETFs
4.75K
+ 18.78%
$73.0 - $87.81 $346K - $417K
30K $2.48M
XLF
Financial Sector Spdr

ETFs
7.84K
New
$40.84 - $45.74 $320K - $359K
7.84K $355K
XLV
Select Sector Spdr Fund Health

ETFs
2.28K
New
$143.3 - $157.24 $326K - $358K
2.28K $350K
IFRA
Ishares Tr

ETFs
695
+ 1.07%
$41.55 - $46.97 $28.9K - $32.6K
65.5K $3.08M
RSP
Invesco S&P 500 Equal Weight E

ETFs
802
+ 6.3%
$162.83 - $179.16 $131K - $144K
13.5K $2.42M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
8.13K
+ 5.06%
$22.38 - $23.66 $182K - $192K
169K $3.96M
XLI
Industrial Sector Spdr

ETFs
2.45K
New
$120.56 - $135.44 $295K - $332K
2.45K $331K
NOC
Northrop Grumman Corp

Industrials
600
New
$423.73 - $533.14 $254K - $320K
600 $316K
ITOT
Ishares Core S&P Total U.S. St

ETFs
2.5K
New
$113.41 - $125.62 $284K - $314K
2.5K $314K
XLY
Select Sector Spdr Consumer Di

ETFs
1.5K
New
$170.05 - $200.86 $255K - $302K
1.5K $300K
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
5.84K
+ 3.78%
$21.35 - $22.73 $125K - $133K
160K $3.61M
EMB
Ishares Tr

ETFs
1.32K
+ 4.32%
$87.75 - $93.74 $116K - $124K
31.8K $2.98M
Activity Summary
Buys All Purchases 77 New Holdings 35 Increased Positions 42 Sells All Sells 48 Reductions 48 Sold out 0 Options Calls 0 Puts 0
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