Htlf Bank Reduced Holdings in Q4 2024

Htlf Bank

  • $885 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BLK
Black Rock Inc.

Financial Services
-6.72K
- 93.79%
$934.02 - $1065.26 $6.28M - $7.16M
445 $446M
EFG
Msci Eafe Growth ETF

ETFs
-608
- 0.17%
$96.83 - $106.88 $58.9K - $65K
347K $33.6B
EFV
Msci Eafe Value ETF

ETFs
-2.6K
- 0.4%
$51.78 - $57.15 $135K - $149K
654K $34.3B
VTV
Vanguard Value ETF

ETFs
-4.51K
- 1.18%
$168.32 - $181.87 $759K - $820K
378K $64B
HTLF
Heartland Financial Usa Inc

Financial Services
-128K
- 10.98%
$54.47 - $69.06 $6.98M - $8.85M
1.04M $63.7B
AMGN
Amgen Inc

Healthcare
-284
- 1.04%
$258.78 - $328.31 $73.5K - $93.2K
26.9K $7.02B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-3.17K
- 0.99%
$44.04 - $49.49 $140K - $157K
317K $13.9B
BND
Vanguard Bd Index Fd Inc Total

ETFs
-7.45K
- 3.42%
$71.75 - $75.11 $534K - $559K
210K $15.1B
FLLV
Franklin Templeton ETF Tr
-8.13K
- 2.93%
N/A
269K $14.9B
JNJ
Johnson & Johnson

Healthcare
-1.38K
- 2.59%
$143.34 - $165.86 $197K - $228K
51.8K $7.5B
IDLV
Invesco ETF Ii S&P Intl Dev Lo

ETFs
-6.14K
- 2.12%
$27.8 - $30.33 $171K - $186K
284K $7.89B
MSFT
Microsoft Corp

Technology
-986
- 1.98%
$406.35 - $454.46 $401K - $448K
48.9K $20.6B
QAI
Iq Hedge Multi Strategy Compos

ETFs
-13.9K
- 2.29%
$31.38 - $32.72 $436K - $454K
593K $18.6B
JEPI
J P Morgan Exchange Traded Fd

ETFs
-4.27K
- 1.42%
$57.53 - $60.83 $246K - $260K
297K $17.1B
LOW
Lowes Companies Inc

Consumer Cyclical
-671
- 2.74%
$244.52 - $284.07 $164K - $191K
23.8K $5.88B
ABBV
Abb Vie Inc.

Healthcare
-518
- 1.65%
$164.99 - $203.87 $85.5K - $106K
30.8K $5.48B
RTX
Raytheon Technologies Corp

Industrials
-1.82K
- 2.52%
$114.45 - $127.21 $209K - $232K
70.7K $8.18B
UNH
Unitedhealth Group Inc

Healthcare
-830
- 36.84%
$485.52 - $625.25 $403K - $519K
1.42K $720M
SPIB
Spdr Portfolio Intermediate Te

ETFs
-8.96K
- 2.84%
$32.65 - $33.68 $293K - $302K
307K $10.1B
SUB
Ishares Short Term National Mu

ETFs
-5.45K
- 20.51%
$104.94 - $106.2 $572K - $579K
21.1K $2.23B
JNK
Spdr Bloomberg High Yield Bond

ETFs
-4.07K
- 4.73%
$94.77 - $97.36 $386K - $396K
82.1K $7.83B
ORCL
Oracle Corp

Technology
-2.04K
- 3.54%
$165.41 - $192.43 $337K - $392K
55.6K $9.26B
AVGO
Broadcom Inc.

Technology
-21.2K
- 28.57%
$159.67 - $250.0 $3.38M - $5.3M
53K $12.3B
TY
Tri Continental Corp

Financial Services
-6.01K
- 2.68%
$31.01 - $34.67 $186K - $208K
218K $6.9B
ADC
Agree Realty Corp

Real Estate
-5.21K
- 21.4%
$69.44 - $77.65 $362K - $405K
19.2K $1.35B
IGF
Ishares Global Infrastructure

ETFs
-3.67K
- 3.03%
$51.2 - $55.7 $188K - $204K
117K $6.14B
NEE
Nextera Energy Inc

Utilities
-4.3K
- 47.9%
$69.77 - $85.43 $300K - $367K
4.67K $335M
SBUX
Starbucks Corp

Consumer Cyclical
-658
- 1.23%
$87.44 - $102.5 $57.5K - $67.4K
53K $4.84B
XOM
Exxon Mobil Corp

Energy
-1.6K
- 7.12%
$105.51 - $125.37 $169K - $200K
20.9K $2.24B
HD
Home Depot, Inc.

Consumer Cyclical
-506
- 4.28%
$385.02 - $431.37 $195K - $218K
11.3K $4.4B
KO
Coca Cola CO

Consumer Defensive
-1.34K
- 4.34%
$61.74 - $71.71 $82.9K - $96.2K
29.6K $1.84B
XLU
Utilities Sector Spdr

ETFs
-270
- 0.39%
$74.89 - $82.93 $20.2K - $22.4K
68.6K $5.19B
PEP
Pepsico Inc

Consumer Defensive
-159
- 0.84%
$151.29 - $176.1 $24.1K - $28K
18.7K $2.85B
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-8.66K
- 4.33%
$25.3 - $26.31 $219K - $228K
191K $4.9B
VBR
Vanguard Small Cap Value ETF

ETFs
-816
- 1.28%
$197.36 - $217.3 $161K - $177K
62.8K $12.4B
IVV
Ishares Core S&P 500 ETF

ETFs
-642
- 6.62%
$570.51 - $610.59 $366K - $392K
9.05K $5.33B
PSTL
Postal Realty Trust, Inc.

Real Estate
-3.67K
- 2.73%
$12.83 - $14.74 $47.1K - $54.1K
131K $1.71B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-1.92K
- 2.43%
$81.68 - $82.93 $157K - $159K
77.1K $6.32B
PG
Procter & Gamble CO

Consumer Defensive
-487
- 1.65%
$161.05 - $179.7 $78.4K - $87.5K
29K $4.86B
EMB
Ishares Tr

ETFs
-755
- 1.98%
$88.94 - $93.46 $67.1K - $70.6K
37.4K $3.33B
HUBB
Hubbell Inc

Industrials
-499
- 16.69%
$418.89 - $472.12 $209K - $236K
2.49K $1.04B
MCD
Mcdonalds Corp

Consumer Cyclical
-316
- 3.32%
$288.47 - $316.54 $91.2K - $100K
9.2K $2.67B
ICSH
Blackrock Ultra Short Term Bon

ETFs
-4.03K
- 4.99%
$50.35 - $50.69 $203K - $204K
76.6K $3.86B
CVX
Chevron Corp

Energy
-449
- 0.83%
$141.15 - $162.53 $63.4K - $73K
53.8K $7.8B
AMAT
Applied Materials Inc

Technology
-34
- 0.79%
$161.44 - $213.89 $5.49K - $7.27K
4.28K $695M
MRK
Merck & Co., Inc.

Healthcare
-734
- 11.8%
$96.31 - $114.76 $70.7K - $84.2K
5.49K $546M
URI
United Rentals, Inc.

Industrials
-23
- 1.81%
$704.44 - $880.32 $16.2K - $20.2K
1.25K $877M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-27
- 1.97%
$501.29 - $612.85 $13.5K - $16.5K
1.35K $700M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-310
- 3.88%
$59.25 - $72.99 $18.4K - $22.6K
7.67K $458M
Activity Summary
Buys All Purchases 43 New Holdings 11 Increased Positions 32 Sells All Sells 122 Reductions 122 Sold out 0 Options Calls 0 Puts 0
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