Sharkey, Howes & Javer Purchases in Q3 2024

Sharkey, Howes & Javer

  • $665 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IWM
Ishares Russell 2000 ETF

ETFs
737
+ 18.38%
$200.87 - $224.6 $148K - $166K
4.75K $1.05M
ADP
Automatic Data Processing Inc

Industrials
833
New
$233.44 - $279.45 $194K - $233K
833 $230K
XLP
Consumer Staples Sector Spdr

ETFs
2.93K
New
$76.04 - $76.04 $223K - $223K
2.93K $222K
IEFA
Ishares Tr

ETFs
2.7K
New
$70.09 - $78.74 $189K - $213K
2.7K $210K
STOT
Spdr Doubleline Short Duration

ETFs
4.21K
New
$46.63 - $47.52 $196K - $200K
4.21K $200K
UNH
Unitedhealth Group Inc

Healthcare
247
+ 41.37%
$488.01 - $604.18 $121K - $149K
844 $493K
IWD
Ishares Russell 1000 Val ETF

ETFs
333
+ 5.85%
$173.36 - $189.8 $57.7K - $63.2K
6.03K $1.14M
USXF
Ishares Esg Advanced Msci Usa

Technology
47
+ 0.08%
$43.59 - $49.35 $2.05K - $2.32K
59.5K $2.92M
XOM
Exxon Mobil Corp

Energy
1.09K
+ 45.6%
$109.72 - $119.0 $119K - $130K
3.48K $407K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
733
+ 9.82%
$77.02 - $85.06 $56.5K - $62.3K
8.2K $692K
ICVT
Ishares Tr Convertible Bond Et

ETFs
861
+ 28.29%
$77.24 - $83.67 $66.5K - $72K
3.91K $326K
NVO
Novo Nordisk A S

Healthcare
1K
+ 68.21%
$119.07 - $145.42 $119K - $145K
2.47K $293K
MUB
Ishares National Muni Bond ETF

ETFs
184
+ 1.04%
$106.13 - $108.7 $19.5K - $20K
17.9K $1.95M
PG
Procter & Gamble CO

Consumer Defensive
247
+ 18.42%
$160.76 - $177.82 $39.7K - $43.9K
1.59K $274K
QQQ
Invesco Qqq Trust, Series 1

ETFs
53
+ 3.13%
$434.77 - $502.96 $23K - $26.7K
1.75K $853K
JPMB
J P Morgan Usd Emerging Market

ETFs
239
+ 1.51%
$38.32 - $40.67 $9.16K - $9.72K
16.1K $652K
DFUS
Dimensional ETF Tr U S Equity

ETFs
15
+ 0.26%
$56.04 - $62.2 $841 - $933
5.77K $359K
SYK
Stryker Corp

Healthcare
20
+ 3.39%
$315.94 - $371.96 $6.32K - $7.44K
610 $220K
JCPB
J P Morgan Exchange Traded Fd

ETFs
96
+ 1.35%
$45.87 - $48.53 $4.4K - $4.66K
7.2K $347K
VGIT
Vanguard Intermediate Term Tre

ETFs
23
+ 0.5%
$57.8 - $60.8 $1.33K - $1.4K
4.58K $276K
JAGG
Jpmorgan Tr Us Aggregate Bond

ETFs
42.7K
+ 15.89%
N/A
311K $0
LCTD
Blackrock ETF World Ex Us Carb
29
+ 0.18%
N/A
16.1K $0
Blackrock ETF Trust Ii
76.6K
+ 59.32%
N/A
206K $0
CGMS
Capital Grp Core Plus Income E
23.9K
+ 55.17%
N/A
67.4K $0
Global X Fds
11.5K
+ 14.96%
N/A
88.2K $0
XLE
Energy Sector Spdr

ETFs
22
+ 0.84%
$84.35 - $93.39 $1.86K - $2.05K
2.64K $231K
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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