Alesco Advisors LLC Sells in Q4 2024

Alesco Advisors LLC

  • $3.19 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IEFA
Ishares Tr

ETFs
-82K
- 4.75%
$70.06 - $77.43 $5.74M - $6.35M
1.65M $116M
VEA
Vanguard Ftse Developed Market

ETFs
-15.8K
- 1.73%
$47.57 - $52.44 $753K - $830K
897K $42.9M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-13.9K
- 0.73%
$113.92 - $127.38 $1.59M - $1.78M
1.89M $217M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-11.3K
- 2.04%
$44.04 - $49.49 $498K - $560K
544K $23.9M
DUHP
Dimensional ETF Tr Dimensional

ETFs
-44.3K
- 1.67%
$33.62 - $35.69 $1.49M - $1.58M
2.61M $88.2M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-27.1K
- 0.51%
$61.68 - $67.87 $1.67M - $1.84M
5.26M $328M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-17.4K
- 4.06%
$51.09 - $55.27 $887K - $960K
411K $21M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-4.19K
- 2.62%
$60.13 - $67.31 $252K - $282K
156K $9.47M
IVE
Ishares S&P 500 Value ETF

ETFs
-2.23K
- 2.84%
$189.5 - $206.17 $423K - $460K
76.3K $14.6M
FNDF
Schwab Fundamental Intl Large

ETFs
-2.1K
- 1.55%
$32.92 - $37.15 $69K - $77.8K
133K $4.41M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-735
- 0.48%
$33.39 - $37.66 $24.5K - $27.7K
151K $5.06M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-1.38K
- 1.3%
$100.24 - $101.35 $138K - $140K
104K $10.5M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-2.93K
- 4.51%
$49.79 - $51.14 $146K - $150K
61.9K $3.11M
SHV
Ishares Tr

ETFs
-1.45K
- 15.89%
$109.92 - $110.57 $159K - $160K
7.66K $843K
LOW
Lowes Companies Inc

Consumer Cyclical
-141
- 2.65%
$244.52 - $284.07 $34.5K - $40.1K
5.18K $1.28M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-2.08K
- 3.75%
$20.55 - $23.26 $42.7K - $48.4K
53.4K $1.12M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-1.03K
- 28.5%
$115.08 - $119.55 $119K - $123K
2.58K $298K
VNQI
Vanguard Global Ex U.S. Real

ETFs
-275
- 1.75%
$39.22 - $47.52 $10.8K - $13.1K
15.4K $609K
FLRN
Spdr Bloomberg Investment Grad

ETFs
-3.04K
- 1.29%
$30.67 - $30.84 $93.2K - $93.7K
232K $7.13M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-1.28K
- 4.32%
$121.89 - $135.52 $157K - $174K
28.4K $3.55M
MBB
Ishares Tr

ETFs
-905
- 10.67%
$91.26 - $95.82 $82.6K - $86.7K
7.58K $694K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-3.32K
- 2.59%
$41.09 - $45.94 $136K - $153K
125K $5.25M
EWX
Spdr S&P Emerging Markets Smal

ETFs
-1K
- 7.55%
$58.61 - $64.79 $58.7K - $64.9K
12.3K $718K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
-20
- 0.06%
$30.93 - $33.94 $619 - $679
31.4K $972K
TIP
Ishares Tr Tips Bd ETF

ETFs
-240
- 1.59%
$106.33 - $110.69 $25.5K - $26.6K
14.8K $1.58M
CATH
Global X Fds Global X S&P 500

ETFs
-1.3K
- 7.17%
$68.5 - $73.81 $89.1K - $96K
16.8K $1.19M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-760
- 14.67%
$84.34 - $95.14 $64.1K - $72.3K
4.42K $385K
UNH
Unitedhealth Group Inc

Healthcare
-25
- 4.51%
$485.52 - $625.25 $12.1K - $15.6K
529 $267K
MQY
Blackrock Muniyield Quality Fund, Inc.

Financial Services
-2.27K
- 18.33%
$11.44 - $13.22 $26K - $30K
10.1K $116K
MYI
Blackrock Muniyield Quality Fund Iii, Inc.

Financial Services
-2.5K
- 17.48%
$10.95 - $12.01 $27.4K - $30K
11.8K $130K
NAZ
Nuveen Arizona Quality Municipal Income Fund

Financial Services
-2.36K
- 16.5%
$11.28 - $12.35 $26.6K - $29.1K
11.9K $135K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-158
- 0.79%
$45.38 - $46.88 $7.17K - $7.41K
19.9K $907K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-284
- 3.74%
$91.29 - $91.8 $25.9K - $26.1K
7.31K $668K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-50
- 3.12%
$563.99 - $620.12 $28.2K - $31K
1.55K $885K
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
-965
- 3.93%
$46.53 - $49.91 $44.9K - $48.2K
23.6K $1.14M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-125
- 1.29%
$126.68 - $134.74 $15.8K - $16.8K
9.56K $1.22M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-1.32K
- 1.08%
$78.43 - $87.17 $104K - $115K
121K $9.67M
VO
Vanguard Mid Cap ETF

ETFs
-69
- 0.46%
$261.5 - $284.63 $18K - $19.6K
14.8K $3.9M
IWN
Ishares Russell2000 Val ETF

ETFs
-25
- 0.75%
$162.69 - $181.35 $4.07K - $4.53K
3.33K $545K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-27
- 0.93%
$74.5 - $78.37 $2.01K - $2.12K
2.88K $215K
IJS
Ishares S&P Smallcap 600 Value

ETFs
-234
- 1.87%
$104.59 - $118.05 $24.5K - $27.6K
12.3K $1.34M
IAU
Ishares Gold Trust

ETFs
-125
- 0.46%
$48.37 - $52.65 $6.05K - $6.58K
27K $1.34M
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
-66
- 0.86%
$41.64 - $45.75 $2.75K - $3.02K
7.65K $320K
IWM
Ishares Russell 2000 ETF

ETFs
-5
- 0.07%
$216.13 - $242.4 $1.08K - $1.21K
7.13K $1.58M
META
Meta Platforms, Inc.

Communication Services
-5
- 1.16%
$554.08 - $632.68 $2.77K - $3.16K
425 $250K
MTB
M&T Bank Corp

Financial Services
-9
- 0.69%
$172.48 - $221.95 $1.55K - $2K
1.3K $243K
ADP
Automatic Data Processing Inc

Industrials
-19
- 1.46%
$280.08 - $307.97 $5.32K - $5.85K
1.28K $374K
WMT
Walmart Inc.

Consumer Defensive
-64
- 2.18%
$79.1 - $95.7 $5.06K - $6.12K
2.87K $259K
V
Visa Inc.

Financial Services
-394
- 10.4%
$273.87 - $320.91 $108K - $126K
3.39K $1.07M
Activity Summary
Buys All Purchases 82 New Holdings 11 Increased Positions 71 Sells All Sells 59 Reductions 59 Sold out 0 Options Calls 0 Puts 0
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