Sharkey, Howes & Javer Incresed Positions 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
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
QUAL
Ishares Msci Usa Quality Facto

ETFs
24.2K
+ 8.8%
$162.64 - $179.3 $3.94M - $4.34M
299K $53.6M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
53.7K
+ 49.59%
$56.04 - $62.99 $3.01M - $3.38M
162K $9.89M
ACWI
Ishares Msci Acwi ETF

ETFs
23K
+ 303.29%
$107.24 - $119.84 $2.47M - $2.76M
30.6K $3.66M
MBB
Ishares Tr

ETFs
12K
+ 6.77%
$90.85 - $96.66 $1.09M - $1.16M
189K $18.1M
LQD
Ishares Iboxx $ Investment Gra

ETFs
12.4K
+ 88.05%
$106.11 - $113.72 $1.31M - $1.41M
26.5K $2.99M
IVE
Ishares S&P 500 Value ETF

ETFs
973
+ 1.32%
$181.06 - $197.17 $176K - $192K
74.9K $14.8M
XLK
Technology Sector Spdr

ETFs
3.18K
+ 24.21%
$197.34 - $237.68 $628K - $757K
16.3K $3.69M
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
7.05K
+ 17.55%
$43.99 - $46.63 $310K - $329K
47.2K $2.2M
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
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
EMB
Ishares Tr

ETFs
1.32K
+ 4.32%
$87.75 - $93.74 $116K - $124K
31.8K $2.98M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
5.84K
+ 3.78%
$21.35 - $22.73 $125K - $133K
160K $3.61M
IWM
Ishares Russell 2000 ETF

ETFs
737
+ 18.38%
$200.87 - $224.6 $148K - $166K
4.75K $1.05M
UNH
Unitedhealth Group Inc

Healthcare
247
+ 41.37%
$488.01 - $604.18 $121K - $149K
844 $493K
USXF
Ishares Esg Advanced Msci Usa

Technology
47
+ 0.08%
$43.59 - $49.35 $2.05K - $2.32K
59.5K $2.92M
IWD
Ishares Russell 1000 Val ETF

ETFs
333
+ 5.85%
$173.36 - $189.8 $57.7K - $63.2K
6.03K $1.14M
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
EUSB
Ishares Tr Esg Advanced Total

Technology
725
+ 2.21%
$42.09 - $44.64 $30.5K - $32.4K
33.6K $1.49M
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
Global X Fds
11.5K
+ 14.96%
N/A
88.2K $0
LCTD
Blackrock ETF World Ex Us Carb
29
+ 0.18%
N/A
16.1K $0
CGMS
Capital Grp Core Plus Income E
23.9K
+ 55.17%
N/A
67.4K $0
Blackrock ETF Trust Ii
76.6K
+ 59.32%
N/A
206K $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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