Grimes & Company, Inc. Purchases in Q4 2024

Grimes & Company, Inc.

  • $3.43 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
XLP
Consumer Staples Sector Spdr

ETFs
231K
+ 121.9%
N/A
421K $32M
XLB
Select Sector Spdr Fd Material

ETFs
114K
+ 220.82%
$83.8 - $97.58 $9.54M - $11.1M
165K $13.9M
VB
Vanguard Small Cap ETF

ETFs
27.3K
+ 4.05%
$233.76 - $261.58 $6.39M - $7.15M
702K $169M
XLC
Select Sector Spdr Tr Communic

ETFs
21.9K
+ 2.87%
$89.66 - $102.16 $1.96M - $2.24M
785K $76M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
296K
+ 3.12%
$20.98 - $21.19 $6.21M - $6.27M
9.79M $206M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
237K
+ 5.39%
$42.33 - $43.3 $10M - $10.3M
4.64M $198M
XLK
Technology Sector Spdr

ETFs
17K
+ 4.62%
$220.26 - $241.44 $3.75M - $4.11M
386K $89.7M
STZ
Constellation Brands, Inc.

Consumer Defensive
27.6K
New
$219.66 - $257.62 $6.06M - $7.11M
27.6K $6.1M
TMO
Thermo Fisher Scientific Inc.

Healthcare
12K
+ 502.09%
$501.29 - $612.85 $6.02M - $7.35M
14.4K $7.49M
SJNK
Spdr Bloomberg Short Term High

ETFs
379K
+ 5.08%
$25.09 - $25.69 $9.52M - $9.75M
7.85M $198M
XLY
Select Sector Spdr Consumer Di

ETFs
2.45K
+ 1.27%
$194.8 - $239.43 $478K - $587K
195K $43.7M
IVV
Ishares Core S&P 500 ETF

ETFs
1.32K
+ 0.55%
$570.51 - $610.59 $752K - $805K
240K $142M
CSCO
Cisco Systems, Inc.

Technology
5.35K
+ 0.97%
$52.45 - $60.02 $280K - $321K
555K $32.8M
VDC
Vanguard Consumer Staples ETF

ETFs
16.6K
New
$210.96 - $223.62 $3.49M - $3.7M
16.6K $3.5M
IBB
Ishares Biotechnology ETF

ETFs
26.2K
New
$131.21 - $148.85 $3.44M - $3.9M
26.2K $3.46M
IEMG
Ishares Inc

ETFs
61.5K
+ 2.22%
N/A
2.83M $152M
IYK
Ishares U.S. Consumer Staples

ETFs
49.3K
New
$65.32 - $70.92 $3.22M - $3.5M
49.3K $3.23M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
36.7K
+ 38.84%
$96.64 - $101.23 $3.54M - $3.71M
131K $12.7M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
43.6K
+ 985.05%
$58.46 - $65.6 $2.55M - $2.86M
48K $2.81M
LIT
Global X Fds Global X Lithium

ETFs
60K
New
$40.78 - $48.97 $2.45M - $2.94M
60K $2.45M
VCR
Vanguard Consumer Discretionar

ETFs
2.84K
+ 7.35%
$328.51 - $401.37 $933K - $1.14M
41.5K $15.6M
IYT
Ishares Tr U.S. Transportation

ETFs
32.7K
New
$66.79 - $75.4 $2.18M - $2.47M
32.7K $2.21M
GILD
Gilead Sciences, Inc.

Healthcare
1.54K
+ 0.86%
$83.95 - $97.9 $129K - $150K
179K $16.6M
FFIV
F5, Inc.

Technology
20
+ 0.04%
$213.56 - $263.36 $4.27K - $5.27K
47.4K $11.9M
TROW
Price T Rowe Group Inc

Financial Services
4.8K
+ 2.57%
$106.48 - $124.69 $511K - $598K
191K $21.6M
HYD
Vaneck High Yield Muni ETF

ETFs
50.6K
+ 4.44%
$51.09 - $53.06 $2.58M - $2.68M
1.19M $61.7M
SCHX
Schwab Strategic Tr Us Large C

ETFs
370K
+ 225.56%
$22.4 - $68.28 $8.28M - $25.2M
534K $12.4M
HPE
Hewlett Packard Enterprise CO

Technology
3.78K
+ 0.29%
$19.31 - $23.95 $73K - $90.6K
1.3M $27.7M
BAC
Bank Of America Corp

Financial Services
452
+ 0.16%
$39.22 - $47.77 $17.7K - $21.6K
279K $12.3M
PAYX
Paychex Inc

Industrials
1.1K
+ 0.64%
$135.86 - $148.73 $149K - $163K
173K $24.3M
PYPL
Pay Pal Holdings, Inc.

Financial Services
486
+ 0.34%
$77.25 - $91.3 $37.5K - $44.4K
141K $12.1M
IHE
Ishares Tr

ETFs
14.7K
New
$65.15 - $71.86 $959K - $1.06M
14.7K $967K
DFAE
Dimensional ETF Tr

ETFs
56.9K
+ 22.29%
$25.36 - $28.15 $1.44M - $1.6M
312K $7.91M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
98.2K
+ 4.24%
$25.3 - $26.31 $2.48M - $2.58M
2.41M $61.7M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
15.4K
New
$57.38 - $61.11 $883K - $940K
15.4K $897K
MUB
Ishares National Muni Bond ETF

ETFs
8.4K
+ 172.47%
$105.78 - $108.7 $889K - $913K
13.3K $1.41M
SCHG
Schwab Strategic Tr Us Large C

ETFs
24.8K
New
$25.93 - $105.3 $644K - $2.61M
24.8K $691K
VIS
Vanguard Industrial ETF

ETFs
2.4K
New
$254.39 - $279.7 $611K - $672K
2.4K $610K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
12.6K
New
$47.58 - $48.56 $598K - $611K
12.6K $600K
VTI
Vanguard Total Stock Market Et

ETFs
1.86K
+ 23.64%
$280.04 - $302.45 $519K - $561K
9.7K $2.81M
RF
Regions Financial Corp

Financial Services
16.3K
+ 1.73%
$22.45 - $27.47 $367K - $449K
963K $22.6M
IEZ
Ishares Tr

ETFs
27.1K
+ 56.96%
$18.93 - $22.09 $513K - $598K
74.6K $1.48M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
5.08K
New
$100.16 - $100.7 $508K - $511K
5.08K $509K
BSX
Boston Scientific Corp

Healthcare
4.95K
+ 61.95%
$83.62 - $91.5 $414K - $453K
12.9K $1.16M
WFC
Wells Fargo & Company

Financial Services
700
+ 2.21%
$54.98 - $77.35 $38.5K - $54.1K
32.4K $2.27M
IXP
Ishares Global Comm Services E

ETFs
4.96K
New
$92.71 - $102.47 $460K - $508K
4.96K $479K
AVUV
American Centy ETF Tr Avantis

ETFs
4.83K
New
$94.37 - $106.41 $455K - $513K
4.83K $465K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
7.27K
+ 4.47%
$61.68 - $67.87 $449K - $494K
170K $10.6M
PNNT
Pennantpark Investment Corp

Financial Services
62.6K
New
$6.64 - $7.08 $416K - $443K
62.6K $443K
Activity Summary
Buys All Purchases 236 New Holdings 38 Increased Positions 198 Sells All Sells 123 Reductions 123 Sold out 0 Options Calls 0 Puts 0
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