Sharkey, Howes & Javer Sells in Q2 2025

Sharkey, Howes & Javer

  • $678 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
-51.7K
- 39.18%
$498.8 - $620.9 $25.8M - $32.1M
80.2K $49.8M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-132K
- 88.26%
$50.08 - $63.14 $6.63M - $8.35M
17.6K $1.11M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-158K
- 10.79%
$45.12 - $46.23 $7.11M - $7.29M
1.3M $60.2M
HYBL
Ssga Active Tr Spdr Blackstone

ETFs
-211K
- 73.64%
$27.01 - $28.59 $5.7M - $6.03M
75.5K $2.15M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-10.8K
- 48.77%
$456.74 - $568.03 $4.93M - $6.14M
11.3K $6.45M
HEFA
Ishares Currency Hedged Msci E

ETFs
-85.4K
- 92.49%
$32.11 - $38.21 $2.74M - $3.26M
6.94K $263K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-29.2K
- 73.29%
$96.84 - $99.46 $2.83M - $2.91M
10.7K $1.06M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-34.8K
- 90.52%
$72.96 - $90.39 $2.54M - $3.14M
3.64K $325K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-67.6K
- 52.46%
$35.35 - $42.68 $2.39M - $2.89M
61.3K $2.61M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-19.6K
- 57.69%
$91.43 - $91.74 $1.79M - $1.8M
14.4K $1.32M
SPYG
Spdr Portfolio

ETFs
-21.5K
- 37.13%
$71.83 - $95.32 $1.55M - $2.05M
36.4K $3.47M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-6.44K
- 50.4%
$171.4 - $227.1 $1.1M - $1.46M
6.33K $1.44M
ACWI
Ishares Msci Acwi ETF

ETFs
-9.73K
- 30.28%
$103.59 - $128.6 $1.01M - $1.25M
22.4K $2.88M
HYDB
Ishares Tr Edge High Yield Def

ETFs
-17.7K
- 79.06%
$44.64 - $47.48 $790K - $841K
4.69K $222K
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
-35.7K
- 24.09%
$21.55 - $22.2 $770K - $793K
113K $2.49M
IAU
Ishares Gold Trust

ETFs
-19.9K
- 14.37%
$56.1 - $64.74 $1.12M - $1.29M
118K $7.39M
USXF
Ishares Esg Advanced Msci Usa

Technology
-19.4K
- 28.48%
$41.54 - $53.93 $807K - $1.05M
48.8K $2.63M
IWM
Ishares Russell 2000 ETF

ETFs
-2.61K
- 58.17%
$174.82 - $215.79 $457K - $564K
1.88K $405K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-4.71K
- 32.68%
$90.56 - $109.49 $426K - $515K
9.7K $1.06M
IDU
Ishares Tr U S Utils ETF

ETFs
-3.3K
- 21.34%
$93.98 - $106.11 $311K - $351K
12.2K $1.27M
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
-5.85K
- 23.08%
$32.99 - $38.56 $193K - $226K
19.5K $740K
PAVE
Global X Fds Us Infrastructure

ETFs
-8.76K
- 27.3%
$33.78 - $43.68 $296K - $383K
23.3K $1.02M
IFRA
Ishares Tr

ETFs
-4.75K
- 47.49%
$40.97 - $49.19 $195K - $234K
5.25K $258K
JPMB
J P Morgan Usd Emerging Market

ETFs
-4.71K
- 21.14%
$36.77 - $38.96 $173K - $183K
17.6K $680K
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
-6.78K
- 40.34%
$26.38 - $32.66 $179K - $221K
10K $327K
QDIV
Global X Funds S&P 500 Quality

ETFs
-4.23K
- 34.17%
$30.56 - $35.14 $129K - $149K
8.15K $276K
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
-8.06K
- 9.42%
$18.83 - $19.22 $152K - $155K
77.5K $1.48M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-41.3K
- 11.3%
$19.1 - $23.83 $788K - $983K
324K $7.72M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-13.3K
- 10.68%
$108.06 - $135.3 $1.44M - $1.8M
111K $15.1M
EMHC
Spdr Bloomberg Emerging Market
-5.68K
- 5.58%
$23.06 - $24.61 $131K - $140K
96.2K $2.37M
VGIT
Vanguard Intermediate Term Tre

ETFs
-1.57K
- 31.79%
$58.63 - $59.9 $92.1K - $94.1K
3.37K $201K
ICVT
Ishares Tr Convertible Bond Et

ETFs
-1.15K
- 18.59%
$78.98 - $90.1 $91.1K - $104K
5.05K $454K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-10
- 1.75%
$390.26 - $489.06 $3.9K - $4.89K
563 $228K
ADBE
Adobe Inc.

Technology
-150
- 19.76%
$340.0 - $420.68 $51K - $63.1K
609 $235K
IQDG
Wisdomtree Tr Intl Quality Div

ETFs
-6.98K
- 12.46%
$32.02 - $39.74 $223K - $277K
49K $1.94M
SPY
Spdr S&P 500 ETF Trust

ETFs
-2.94K
- 9.76%
$496.48 - $617.85 $1.46M - $1.81M
27.1K $16.8M
XLE
Energy Sector Spdr

ETFs
-283
- 9.96%
$76.44 - $94.13 $21.6K - $26.6K
2.56K $217K
EBND
Spdr Bloomberg Emerging Market

ETFs
-5.67K
- 8.88%
$19.57 - $21.4 $111K - $121K
58.2K $1.24M
EUSA
Ishares Msci Usa Equal Weighte

ETFs
-1.01K
- 9.21%
$82.93 - $99.12 $83.9K - $100K
9.97K $988K
XOM
Exxon Mobil Corp

Energy
-1
- 0.03%
$99.93 - $119.04 $99.9 - $119
3.43K $369K
JNJ
Johnson & Johnson

Healthcare
-110
- 7.28%
$146.36 - $159.82 $16.1K - $17.6K
1.4K $214K
MEAR
Blackrock Short Maturity Munic

ETFs
-729
- 5.19%
$49.74 - $50.27 $36.3K - $36.6K
13.3K $669K
IWD
Ishares Russell 1000 Val ETF

ETFs
-325
- 5.92%
$166.82 - $194.23 $54.2K - $63.1K
5.17K $1M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-492
- 5.2%
$152.93 - $181.74 $75.2K - $89.4K
8.98K $1.63M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-3.55K
- 7.0%
$22.92 - $28.05 $81.3K - $99.5K
47.1K $1.32M
IEFA
Ishares Tr

ETFs
-576
- 9.69%
$67.83 - $84.09 $39.1K - $48.4K
5.37K $448K
CGMS
Capital Grp Core Plus Income E
-20.4K
- 25.12%
N/A
60.7K $0
T Rowe Price ETF Inc
-7.84K
- 5.08%
N/A
146K $0
Spdr Series Trust
-65.6K
- 49.73%
N/A
66.3K $0
Activity Summary
Buys All Purchases 58 New Holdings 16 Increased Positions 42 Sells All Sells 73 Reductions 73 Sold out 0 Options Calls 0 Puts 0
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