Unionview, LLC Purchases in Q3 2024

Unionview, LLC

  • $128 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
3.79K
+ 2.98%
$58.75 - $64.07 $223K - $243K
131K $8.4M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
28
+ 0.2%
$523.84 - $572.02 $14.7K - $16K
13.7K $7.82M
IWM
Ishares Russell 2000 ETF

ETFs
67
+ 0.3%
$200.87 - $224.6 $13.5K - $15K
22.3K $4.92M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
331
+ 0.6%
$57.32 - $62.65 $19K - $20.7K
55.5K $3.46M
PFE
Pfizer Inc

Healthcare
7.9K
New
$27.7 - $31.39 $219K - $248K
7.9K $228K
SO
Southern CO

Utilities
2.51K
New
$77.0 - $90.52 $193K - $227K
2.51K $226K
IQLT
Ishares Msci Intl Quality Fact

ETFs
480
+ 0.61%
$37.37 - $41.82 $17.9K - $20.1K
79.2K $3.29M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
2.87K
New
$66.31 - $74.08 $190K - $212K
2.87K $210K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.64K
New
$117.9 - $128.2 $193K - $210K
1.64K $209K
RTX
Raytheon Technologies Corp

Industrials
1.68K
New
$99.55 - $123.34 $167K - $207K
1.68K $202K
IYR
Ishares Tr

ETFs
113
+ 0.96%
$86.93 - $103.61 $9.82K - $11.7K
11.8K $1.21M
DVY
Ishares Tr

ETFs
76
+ 0.69%
$119.99 - $135.74 $9.12K - $10.3K
11.2K $1.51M
IJS
Ishares S&P Smallcap 600 Value

ETFs
4
+ 0.03%
$95.81 - $109.03 $383 - $436
14.3K $1.54M
FV
First Trust Dorsey Wright Focu

ETFs
392
+ 0.44%
$51.35 - $59.82 $20.1K - $23.4K
89.2K $5.2M
UNH
Unitedhealth Group Inc

Healthcare
14
+ 1.37%
$488.01 - $604.18 $6.83K - $8.46K
1.04K $606K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
8
+ 0.06%
$60.13 - $68.17 $481 - $545
13.5K $914K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
19
+ 0.27%
$108.44 - $120.37 $2.06K - $2.29K
7K $842K
VNQ
Vanguard Specialized Funds Van

ETFs
19
+ 0.48%
$82.97 - $98.97 $1.58K - $1.88K
3.99K $388K
VO
Vanguard Mid Cap ETF

ETFs
14
+ 0.72%
$237.84 - $263.83 $3.33K - $3.69K
1.95K $513K
IYM
Ishares Tr

ETFs
17
+ 0.41%
$136.13 - $151.64 $2.31K - $2.58K
4.21K $631K
KO
Coca Cola CO

Consumer Defensive
14
+ 0.29%
$62.69 - $73.01 $878 - $1.02K
4.89K $351K
V
Visa Inc.

Financial Services
33
+ 1.46%
$253.74 - $291.56 $8.37K - $9.62K
2.3K $631K
VB
Vanguard Small Cap ETF

ETFs
7
+ 0.37%
$214.77 - $237.72 $1.5K - $1.66K
1.88K $446K
VBR
Vanguard Small Cap Value ETF

ETFs
20
+ 1.23%
$179.99 - $201.6 $3.6K - $4.03K
1.64K $329K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
3
+ 0.32%
$386.81 - $423.12 $1.16K - $1.27K
933 $394K
VV
Vanguard Large Cap ETF

ETFs
6
+ 0.29%
$236.92 - $263.4 $1.42K - $1.58K
2.09K $549K
EZM
Wisdomtree U.S. Midcap Fund

ETFs
18
+ 0.29%
$56.83 - $62.44 $1.02K - $1.12K
6.26K $390K
IWR
Ishares Russell Mid Cap ETF

ETFs
15
+ 0.39%
$79.92 - $88.19 $1.2K - $1.32K
3.86K $340K
JPM
Jpmorgan Chase & CO

Financial Services
1
+ 0.03%
$194.9 - $224.8 $195 - $225
3.22K $679K
PAYX
Paychex Inc

Industrials
14
+ 0.82%
$116.17 - $135.19 $1.63K - $1.89K
1.72K $230K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
10
+ 0.17%
$65.06 - $71.72 $651 - $717
5.99K $425K
EMLP
First Tr Exchange Traded Iv

ETFs
139
+ 1.96%
$30.38 - $34.0 $4.22K - $4.73K
7.23K $242K
VTV
Vanguard Value ETF

ETFs
12
+ 0.74%
$159.75 - $174.57 $1.92K - $2.09K
1.63K $285K
IVE
Ishares S&P 500 Value ETF

ETFs
1
+ 0.06%
$181.06 - $197.17 $181 - $197
1.57K $310K
IWP
Ishares Russell Mid Cap Growth

ETFs
1
+ 0.03%
$103.87 - $117.59 $104 - $118
2.95K $345K
AMGN
Amgen Inc

Healthcare
32
+ 3.79%
$309.38 - $337.38 $9.9K - $10.8K
876 $282K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
6
+ 0.38%
$127.29 - $141.5 $764 - $849
1.58K $219K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2
+ 0.39%
$475.2 - $527.7 $950 - $1.06K
521 $274K
AWF
Alliancebernstein Global High Income Fund Inc

Financial Services
256
+ 1.82%
$10.38 - $11.34 $2.66K - $2.9K
14.3K $162K
IWB
Ishares Tr Russell 1000 ETF

ETFs
3
+ 0.42%
$283.28 - $314.39 $850 - $943
715 $224K
AVGO
Broadcom Inc.

Technology
1.52K
+ 875.86%
$136.27 - $1745.86 $208K - $2.66M
1.7K $292K
DSI
Ishares Msci Kld 400 Social Et

ETFs
7
+ 0.34%
$97.81 - $108.79 $685 - $762
2.07K $224K
IVW
Ishares S&P 500 Growth ETF

ETFs
1
+ 0.04%
$84.77 - $97.13 $84.8 - $97.1
2.68K $256K
VUG
Vanguard Growth ETF

ETFs
2
+ 0.29%
$341.08 - $391.94 $682 - $784
701 $269K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
1
+ 0.07%
$152.9 - $180.39 $153 - $180
1.52K $264K
AMZN
Amazon Com Inc

Consumer Cyclical
518
+ 3.87%
$161.02 - $200.0 $83.4K - $104K
13.9K $2.59M
BAC
Bank Of America Corp

Financial Services
95
+ 0.39%
$36.65 - $44.13 $3.48K - $4.19K
24.4K $968K
RYT
Invesco S&P 500 Equal Weight T

ETFs
8
+ 0.11%
N/A
7.23K $0
CVX
Chevron Corp

Energy
12
+ 0.58%
$137.88 - $161.97 $1.65K - $1.94K
2.08K $306K
Activity Summary
Buys All Purchases 52 New Holdings 5 Increased Positions 47 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 0
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