Sharkey, Howes & Javer Reduced Holdings in Q3 2024

Sharkey, Howes & Javer

  • $665 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
-51.3K
- 24.32%
$520.18 - $576.82 $26.7M - $29.6M
160K $92M
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
-186K
- 77.31%
$33.88 - $36.77 $6.29M - $6.82M
54.5K $1.99M
PAVE
Global X Fds Us Infrastructure

ETFs
-169K
- 71.33%
$36.39 - $41.16 $6.15M - $6.96M
68K $2.8M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-26.8K
- 63.77%
$178.94 - $207.0 $4.79M - $5.54M
15.2K $3.05M
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
-157K
- 87.04%
$27.15 - $30.78 $4.26M - $4.83M
23.4K $711K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
-63.3K
- 91.93%
$51.29 - $56.57 $3.24M - $3.58M
5.56K $314K
IEMG
Ishares Inc

ETFs
-61.3K
- 37.79%
$53.64 - $53.64 $3.29M - $3.29M
101K $5.41M
HEFA
Ishares Currency Hedged Msci E

ETFs
-84.4K
- 87.08%
$32.34 - $35.85 $2.73M - $3.03M
12.5K $443K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-71.3K
- 8.73%
$44.24 - $49.47 $3.15M - $3.53M
745K $36.9M
IYW
Ishares Dj Us Tech ETF

ETFs
-5.99K
- 8.74%
$133.16 - $158.73 $798K - $951K
62.6K $9.48M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-14.7K
- 14.03%
$89.91 - $101.33 $1.32M - $1.49M
90K $8.83M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-2.42K
- 8.88%
$475.2 - $527.7 $1.15M - $1.28M
24.8K $13.1M
EFG
Msci Eafe Growth ETF

ETFs
-14K
- 6.64%
$96.84 - $108.77 $1.36M - $1.53M
197K $21.2M
JPEM
Jp Morgan Diversified Return

ETFs
-7.13K
- 31.18%
$52.23 - $56.96 $373K - $406K
15.7K $891K
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
-8.46K
- 11.52%
$56.29 - $62.74 $476K - $531K
65K $4.08M
DSI
Ishares Msci Kld 400 Social Et

ETFs
-4K
- 13.23%
$97.81 - $108.79 $391K - $435K
26.2K $2.85M
EUSA
Ishares Msci Usa Equal Weighte

ETFs
-3.62K
- 23.29%
$86.85 - $95.74 $314K - $347K
11.9K $1.14M
MSFT
Microsoft Corp

Technology
-143
- 2.15%
$395.15 - $467.56 $56.5K - $66.9K
6.5K $2.8M
IQDG
Wisdomtree Tr Intl Quality Div

ETFs
-7.95K
- 9.75%
$35.73 - $39.48 $284K - $314K
73.6K $2.88M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-671
- 11.6%
$283.28 - $314.39 $190K - $211K
5.11K $1.61M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-4.75K
- 7.51%
$61.11 - $67.85 $290K - $322K
58.4K $3.97M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-926
- 29.66%
$96.25 - $101.98 $89.1K - $94.4K
2.2K $222K
IXUS
Ishares Tr

ETFs
-1.3K
- 21.43%
$64.9 - $73.35 $84.5K - $95.5K
4.78K $346K
SPYG
Spdr Portfolio

ETFs
-2.43K
- 4.77%
$73.38 - $84.1 $179K - $205K
48.6K $4.03M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-2.87K
- 10.77%
$42.22 - $48.62 $121K - $139K
23.8K $1.1M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-1.74K
- 9.32%
$75.47 - $83.18 $131K - $145K
16.9K $1.41M
SYLD
Cambria Shareholder Yld ETF

ETFs
-944
- 13.48%
$66.68 - $72.81 $62.9K - $68.7K
6.06K $438K
ICF
Ishares Tr

ETFs
-1.22K
- 25.82%
$56.77 - $67.33 $69.4K - $82.3K
3.51K $231K
CVX
Chevron Corp

Energy
-161
- 10.35%
$137.88 - $161.97 $22.2K - $26.1K
1.39K $205K
MGK
Vanguard Mega Cap Growth ETF

ETFs
-523
- 2.89%
$285.48 - $330.24 $149K - $173K
17.6K $5.67M
IWP
Ishares Russell Mid Cap Growth

ETFs
-339
- 6.23%
$103.87 - $117.59 $35.2K - $39.9K
5.1K $598K
SCHY
Schwab Strategic Tr Intl Divid

ETFs
-1.24K
- 9.34%
$23.66 - $26.53 $29.2K - $32.8K
12K $314K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-7.34K
- 5.4%
$59.93 - $66.52 $440K - $488K
129K $8.55M
JNJ
Johnson & Johnson

Healthcare
-67
- 3.99%
$145.48 - $167.38 $9.75K - $11.2K
1.61K $261K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-145
- 1.8%
$46.9 - $51.96 $6.8K - $7.53K
7.92K $408K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-256
- 2.1%
$57.32 - $62.65 $14.7K - $16K
12K $745K
AAPL
Apple Inc.

Technology
-375
- 6.89%
$207.23 - $234.82 $77.7K - $88.1K
5.07K $1.18M
QDIV
Global X Funds S&P 500 Quality

ETFs
-1
- 0.01%
$32.76 - $36.38 $32.8 - $36.4
12.4K $450K
LOW
Lowes Companies Inc

Consumer Cyclical
-23
- 2.43%
$213.3 - $270.78 $4.91K - $6.23K
923 $249K
HD
Home Depot, Inc.

Consumer Cyclical
-185
- 9.51%
$333.64 - $405.2 $61.7K - $75K
1.76K $713K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
-912
- 2.03%
$46.18 - $48.92 $42.1K - $44.6K
44.1K $2.14M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
-3.3K
- 2.45%
$22.51 - $23.92 $74.3K - $78.9K
131K $3.12M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-505
- 1.65%
$32.04 - $37.11 $16.2K - $18.7K
30.1K $1.1M
VGLT
Vanguard Long Term Treasury Et

ETFs
-566
- 2.01%
$56.52 - $63.23 $32K - $35.8K
27.6K $1.7M
VT
Vanguard Total World Stk Index

ETFs
-352
- 1.21%
$107.72 - $119.96 $37.9K - $42.2K
28.9K $3.45M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-1.56K
- 2.48%
$48.51 - $52.86 $75.7K - $82.5K
61.3K $3.24M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-4.39K
- 2.45%
$113.45 - $126.18 $498K - $554K
174K $22M
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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