Sharkey, Howes & Javer Purchases in Q4 2024

Sharkey, Howes & Javer

  • $676 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
263
+ 4.04%
$406.35 - $454.46 $107K - $120K
6.77K $2.85M
PG
Procter & Gamble CO

Consumer Defensive
338
+ 21.28%
$161.05 - $179.7 $54.4K - $60.7K
1.93K $322K
EMHC
Spdr Bloomberg Emerging Market
4.98K
+ 9.05%
$23.7 - $25.01 $118K - $125K
60K $1.43M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
491
+ 4.1%
$61.68 - $67.87 $30.3K - $33.3K
12.5K $776K
SCHG
Schwab Strategic Tr Us Large C

ETFs
11.8K
+ 300.0%
$25.93 - $105.3 $307K - $1.25M
15.8K $440K
VGIT
Vanguard Intermediate Term Tre

ETFs
509
+ 11.11%
$57.78 - $60.4 $29.4K - $30.7K
5.09K $295K
JPEM
Jp Morgan Diversified Return

ETFs
1.78K
+ 11.31%
$51.88 - $57.84 $92.3K - $103K
17.5K $909K
DFUS
Dimensional ETF Tr U S Equity

ETFs
20
+ 0.35%
$61.52 - $66.5 $1.23K - $1.33K
5.79K $369K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
2.57K
+ 10.76%
$34.13 - $37.35 $87.5K - $95.8K
26.4K $901K
JPMB
J P Morgan Usd Emerging Market

ETFs
1.18K
+ 7.35%
$38.04 - $40.49 $44.9K - $47.8K
17.3K $656K
CGMS
Capital Grp Core Plus Income E
20.3K
+ 30.11%
N/A
87.6K $0
LCTD
Blackrock ETF World Ex Us Carb
1.11K
+ 6.88%
N/A
17.2K $0
Blackrock ETF Trust Ii
31.4K
+ 15.26%
N/A
237K $0
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
33.9K
+ 200.0%
$27.54 - $83.04 $933K - $2.81M
50.8K $1.41M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
17K
+ 207.92%
$26.93 - $84.95 $459K - $1.45M
25.2K $689K
XLE
Energy Sector Spdr

ETFs
22
+ 0.83%
$83.32 - $97.27 $1.83K - $2.14K
2.66K $228K
HYG
Ishares Tr

ETFs
309
+ 1.61%
$78.09 - $80.04 $24.1K - $24.7K
19.5K $1.54M
XLV
Select Sector Spdr Fund Health

ETFs
206
+ 9.04%
$136.28 - $154.74 $28.1K - $31.9K
2.48K $341K
SCHX
Schwab Strategic Tr Us Large C

ETFs
112K
+ 191.79%
$22.4 - $68.28 $2.51M - $7.65M
171K $3.95M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
8
+ 0.22%
$442.29 - $483.08 $3.54K - $3.86K
3.69K $1.67M
IFRA
Ishares Tr

ETFs
144
+ 0.22%
$45.94 - $51.71 $6.62K - $7.45K
65.7K $3.04M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.74K
+ 0.58%
$176.42 - $186.91 $308K - $326K
301K $53.6M
SCHA
Schwab Strategic Tr Us Small C

ETFs
5.55K
+ 70.0%
$25.33 - $51.16 $141K - $284K
13.5K $348K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
709
+ 2.36%
$33.39 - $37.66 $23.7K - $26.7K
30.8K $1.03M
EMB
Ishares Tr

ETFs
380
+ 1.19%
$88.94 - $93.46 $33.8K - $35.5K
32.2K $2.87M
IVE
Ishares S&P 500 Value ETF

ETFs
1.81K
+ 2.42%
$189.5 - $206.17 $343K - $373K
76.7K $14.6M
MBB
Ishares Tr

ETFs
6.84K
+ 3.63%
$91.26 - $95.82 $624K - $655K
195K $17.9M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
241K
+ 187.64%
$22.01 - $66.82 $5.31M - $16.1M
370K $8.39M
EFV
Msci Eafe Value ETF

ETFs
29.4K
+ 7.09%
$51.78 - $57.15 $1.52M - $1.68M
443K $23.3M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
6.04K
+ 3.73%
$55.45 - $61.08 $335K - $369K
168K $9.31M
Activity Summary
Buys All Purchases 81 New Holdings 12 Increased Positions 69 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
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