Zacks Investment Management Purchases in Q2 2025

Zacks Investment Management

  • $11.4 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DFIV
Dimensional ETF Tr

ETFs
5.2K
+ 29.34%
$34.67 - $43.21 $180K - $224K
22.9K $980K
EWZ
Ishares Inc Msci Brazil ETF

ETFs
6.52K
+ 21.05%
$23.44 - $28.85 $153K - $188K
37.5K $1.08M
ENB
Enbridge Inc

Energy
6.06K
+ 102.71%
$41.09 - $47.16 $249K - $286K
12K $541K
LC
Lending Club Corp

Financial Services
22.6K
New
$8.56 - $12.03 $193K - $272K
22.6K $271K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
3.31K
New
$60.22 - $80.1 $199K - $265K
3.31K $265K
EWY
Ishares Inc Msci South Korea E

ETFs
1.56K
+ 18.52%
$48.92 - $72.65 $76.5K - $114K
10K $717K
ESE
Esco Technologies Inc

Technology
1.37K
New
$139.86 - $194.5 $191K - $266K
1.37K $262K
CRAI
Cra International, Inc.

Industrials
1.39K
New
$160.48 - $195.43 $223K - $272K
1.39K $260K
OSTK
Overstock.Com, Inc

Consumer Cyclical
10.1K
New
N/A
10.1K $257K
UGI
Ugi Corp

Utilities
4.24K
+ 14.13%
$30.18 - $36.59 $128K - $155K
34.3K $1.25M
SPMD
Spdr Portfolio

ETFs
4.6K
New
$44.89 - $54.38 $206K - $250K
4.6K $250K
PNTG
Pennant Group, Inc.

Healthcare
8.37K
New
$24.35 - $30.0 $204K - $251K
8.37K $249K
AMT
American Tower Corp

Real Estate
1.08K
New
$203.96 - $228.19 $221K - $247K
1.08K $239K
IPI
Intrepid Potash, Inc.

Basic Materials
6.72K
New
$24.86 - $38.94 $167K - $262K
6.72K $239K
XLRE
Select Sector Spdr Tr Real Est

ETFs
5.78K
New
$37.08 - $42.26 $214K - $244K
5.78K $239K
EFG
Msci Eafe Growth ETF

ETFs
2.13K
New
$89.8 - $112.0 $191K - $238K
2.13K $238K
ETR
Entergy Corp

Utilities
2.86K
New
$79.01 - $86.61 $226K - $248K
2.86K $237K
CAR
Avis Budget Group, Inc.

Industrials
1.39K
New
$62.86 - $179.3 $87.6K - $250K
1.39K $235K
AVUV
American Centy ETF Tr Avantis

ETFs
2.59K
New
$75.17 - $91.21 $195K - $236K
2.59K $235K
XLV
Select Sector Spdr Fund Health

ETFs
1.71K
New
$128.77 - $144.3 $221K - $247K
1.71K $231K
SHOP
Shopify Inc.

Technology
2K
New
$76.89 - $115.35 $154K - $231K
2K $230K
AVDV
American Centy ETF Tr Avantis

ETFs
2.91K
New
$61.76 - $79.32 $180K - $231K
2.91K $230K
ASTS
Ast Space Mobile, Inc.

Communication Services
4.87K
New
$20.07 - $51.83 $97.7K - $252K
4.87K $227K
ALKT
Alkami Technology, Inc.

Technology
7.5K
New
$22.54 - $31.19 $169K - $234K
7.5K $226K
NXPI
Nxp Semiconductors N.V.

Technology
1.02K
New
$153.5 - $218.72 $157K - $224K
1.02K $223K
VCIT
Vanguard Intermediate Term Cor

ETFs
2.46K
+ 19.25%
$79.56 - $82.92 $196K - $204K
15.3K $1.27M
ACM
Aecom

Industrials
1.91K
New
$87.19 - $113.06 $167K - $216K
1.91K $216K
EWK
Ishares Inc Msci Belgium ETF

ETFs
9.75K
New
$18.27 - $22.45 $178K - $219K
9.75K $214K
DTM
Dt Midstream, Inc.

Energy
1.94K
New
$87.23 - $109.91 $169K - $213K
1.94K $212K
BIO
Bio Rad Laboratories, Inc.

Healthcare
879
New
$216.56 - $256.68 $190K - $226K
879 $212K
IWP
Ishares Russell Mid Cap Growth

ETFs
1.52K
New
$104.34 - $138.68 $159K - $211K
1.52K $211K
SLV
I Shares Silver Trust

ETFs
6.41K
New
$27.08 - $33.74 $174K - $216K
6.41K $210K
EWS
Ishares Inc Msci Singapore ETF

ETFs
2.67K
+ 4.24%
$20.22 - $26.35 $54K - $70.4K
65.7K $1.71M
MU
Micron Technology Inc

Technology
1.7K
New
$64.72 - $127.91 $110K - $217K
1.7K $208K
EYE
National Vision Holdings, Inc.

Consumer Cyclical
9.08K
New
$10.88 - $23.17 $98.8K - $210K
9.08K $208K
EBAY
Ebay Inc

Consumer Cyclical
2.79K
New
$59.52 - $79.36 $166K - $222K
2.79K $207K
URI
United Rentals, Inc.

Industrials
274
New
$551.94 - $753.4 $151K - $206K
274 $206K
NKE
Nike, Inc.

Consumer Cyclical
2.91K
New
$53.27 - $72.04 $155K - $210K
2.91K $206K
AVAH
Aveanna Healthcare Holdings, Inc.

Healthcare
39.6K
New
$4.22 - $6.0 $167K - $237K
39.6K $206K
DMXF
Ishares Esg Advanced Msci Eafe

Technology
2.76K
New
$59.98 - $74.92 $166K - $207K
2.76K $205K
MDLZ
Mondelez International, Inc.

Consumer Defensive
3.03K
+ 68.48%
$63.54 - $68.5 $193K - $208K
7.46K $503K
LFST
Life Stance Health Group, Inc.

Healthcare
39.3K
New
$4.83 - $6.91 $190K - $272K
39.3K $203K
IYW
Ishares Dj Us Tech ETF

ETFs
1.17K
New
$122.57 - $173.27 $143K - $202K
1.17K $202K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
509
New
$299.15 - $396.54 $152K - $202K
509 $201K
LQD
Ishares Iboxx $ Investment Gra

ETFs
509
+ 0.33%
$105.23 - $109.61 $53.6K - $55.8K
154K $16.9M
ODFL
Old Dominion Freight Line, Inc.

Industrials
1.27K
+ 50.3%
$146.74 - $176.07 $186K - $223K
3.79K $614K
ET
Energy Transfer LP

Energy
10.4K
New
$15.65 - $18.93 $163K - $197K
10.4K $188K
CBOE
Cboe Global Markets, Inc.

Financial Services
278
+ 1.56%
$205.81 - $234.23 $57.2K - $65.1K
18.1K $4.22M
OSCR
Oscar Health, Inc.

Healthcare
1.2K
+ 6.3%
$11.6 - $21.44 $13.9K - $25.7K
20.3K $434K
Activity Summary
Buys All Purchases 409 New Holdings 138 Increased Positions 271 Sells All Sells 252 Reductions 252 Sold out 0 Options Calls 0 Puts 0
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