Equita Financial Network, Inc. Purchases in Q2 2024

Equita Financial Network, Inc.

  • $239 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
4.8K
+ 4.98%
$245.23 - $269.4 $1.18M - $1.29M
101K $27.1M
DFSV
Dimensional ETF Tr Dimensional

ETFs
82K
+ 14.03%
$27.81 - $30.13 $2.28M - $2.47M
666K $19.2M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
34.4K
+ 9.69%
$24.84 - $27.2 $854K - $935K
389K $10.4M
VCIT
Vanguard Intermediate Term Cor

ETFs
16.5K
+ 13.59%
$77.99 - $80.49 $1.29M - $1.33M
138K $11M
SUB
Ishares Short Term National Mu

ETFs
11.7K
+ 128.52%
$104.04 - $104.8 $1.22M - $1.23M
20.9K $2.18M
DISV
Dimensional ETF Tr Dimensional

ETFs
48.7K
+ 15.52%
$26.23 - $28.56 $1.28M - $1.39M
362K $9.75M
VEA
Vanguard Ftse Developed Market

ETFs
30.2K
+ 7.32%
$47.83 - $51.21 $1.45M - $1.55M
444K $21.9M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
21.4K
+ 33.14%
$49.55 - $50.44 $1.06M - $1.08M
85.8K $4.3M
IVV
Ishares Core S&P 500 ETF

ETFs
1.36K
+ 10.3%
$497.53 - $549.64 $675K - $745K
14.5K $7.95M
SCHG
Schwab Strategic Tr Us Large C

ETFs
8.5K
New
$87.04 - $101.61 $740K - $863K
8.5K $857K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
14.4K
+ 10.08%
$51.55 - $52.29 $744K - $755K
158K $8.21M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
10.6K
New
$56.43 - $60.79 $599K - $645K
10.6K $621K
LQD
Ishares Iboxx $ Investment Gra

ETFs
5.69K
New
$104.54 - $108.46 $595K - $618K
5.69K $610K
AVRE
American Centy ETF Tr Avantis
17K
+ 14.84%
$38.89 - $42.05 $659K - $713K
131K $5.41M
AAPL
Apple Inc.

Technology
1.6K
+ 50.17%
$165.0 - $216.67 $264K - $347K
4.79K $1.01M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
3.99K
New
$102.13 - $110.88 $407K - $442K
3.99K $425K
USXF
Ishares Esg Advanced Msci Usa

Technology
8.04K
+ 24.83%
$41.56 - $47.79 $334K - $384K
40.4K $1.88M
DMXF
Ishares Esg Advanced Msci Eafe

Technology
5.9K
+ 23.23%
$64.36 - $70.16 $380K - $414K
31.3K $2.11M
NULG
Nuveen Esg Large Cap Growth Et

ETFs
3.13K
+ 15.62%
$70.68 - $82.12 $221K - $257K
23.1K $1.88M
IEFA
Ishares Tr

ETFs
4.54K
New
$70.77 - $76.19 $321K - $346K
4.54K $330K
DGRO
Ishares Core Dividend Growth E

ETFs
5.52K
New
$55.23 - $58.55 $305K - $323K
5.52K $318K
NVDA
Nvidia Corp

Technology
4.97K
+ 1239.15%
$118.11 - $1224.4 $587K - $6.08M
5.37K $663K
FM
Ishares Msci Frontier And Sele

ETFs
18.4K
+ 10.25%
$26.95 - $28.79 $496K - $530K
198K $5.44M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
2.81K
+ 6.16%
$98.69 - $99.57 $277K - $279K
48.4K $4.81M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
463
+ 37.64%
$455.1 - $504.28 $211K - $233K
1.69K $847K
META
Meta Platforms, Inc.

Communication Services
478
New
$430.17 - $527.34 $206K - $252K
478 $241K
VTV
Vanguard Value ETF

ETFs
1.45K
New
$154.57 - $163.65 $224K - $237K
1.45K $232K
BGRN
Ishares Trust Ishares Usd Gre

ETFs
4.74K
New
$45.82 - $46.9 $217K - $222K
4.74K $221K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
2.87K
New
$75.81 - $76.76 $217K - $220K
2.87K $220K
IEMG
Ishares Inc

ETFs
3.8K
+ 45.68%
$50.02 - $54.95 $190K - $209K
12.1K $648K
MSFT
Microsoft Corp

Technology
427
+ 42.4%
$389.33 - $452.85 $166K - $193K
1.43K $641K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1.07K
New
$173.58 - $198.8 $186K - $213K
1.07K $209K
JEPI
J P Morgan Exchange Traded Fd

ETFs
3.67K
New
$55.45 - $57.39 $203K - $210K
3.67K $208K
VCEB
Vanguard World Fd Esg U S Corp

ETFs
3.3K
New
$60.71 - $62.62 $200K - $207K
3.3K $205K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.24K
+ 2.03%
$40.83 - $44.89 $50.7K - $55.8K
62.5K $2.74M
LLY
Eli Lilly & CO

Healthcare
71
+ 10.79%
$724.87 - $909.04 $51.5K - $64.5K
729 $660K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
3.83K
+ 26.3%
$31.14 - $34.36 $119K - $132K
18.4K $616K
VV
Vanguard Large Cap ETF

ETFs
137
+ 3.0%
$227.27 - $251.65 $31.1K - $34.5K
4.7K $1.17M
NUSC
Nuveen Esg Small Cap ETF

ETFs
2.85K
+ 15.58%
$38.12 - $41.14 $109K - $117K
21.1K $831K
PEAK
Healthpeak Properties, Inc.

Real Estate
156
+ 0.22%
$17.82 - $19.34 $2.78K - $3.02K
70.6K $1.38M
VGIT
Vanguard Intermediate Term Tre

ETFs
842
+ 19.19%
$57.14 - $58.53 $48.1K - $49.3K
5.23K $305K
AMZN
Amazon Com Inc

Consumer Cyclical
108
+ 6.1%
$173.67 - $197.85 $18.8K - $21.4K
1.88K $363K
BNDX
Vanguard Total International B

ETFs
1K
+ 3.07%
$48.24 - $49.07 $48.4K - $49.2K
33.6K $1.64M
VO
Vanguard Mid Cap ETF

ETFs
161
+ 10.04%
$234.99 - $248.98 $37.8K - $40.1K
1.76K $427K
VB
Vanguard Small Cap ETF

ETFs
175
+ 9.9%
$210.76 - $226.94 $36.9K - $39.7K
1.94K $424K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
211
+ 1.82%
$50.02 - $51.62 $10.6K - $10.9K
11.8K $606K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
7
+ 0.01%
$57.86 - $62.21 $405 - $435
113K $6.81M
PEP
Pepsico Inc

Consumer Defensive
70
+ 6.08%
$163.33 - $183.11 $11.4K - $12.8K
1.22K $202K
Dimensional ETF Trust
1
+ 0.0%
N/A
26.4K $659K
Activity Summary
Buys All Purchases 52 New Holdings 13 Increased Positions 39 Sells All Sells 19 Reductions 19 Sold out 0 Options Calls 0 Puts 0
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