Howe & Rusling Inc Purchases in Q3 2025

Howe & Rusling Inc

  • $1.45 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IJJ
Ishares S&P Midcap 400 Value E

ETFs
121
+ 281.4%
$122.57 - $132.57 $14.8K - $16K
164 $21K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
166
+ 691.67%
$79.39 - $90.39 $13.2K - $15K
190 $16K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
135
+ 63.38%
$92.18 - $95.14 $12.4K - $12.8K
348 $33K
VDE
Vanguard Energy ETF

ETFs
104
New
$118.37 - $129.65 $12.3K - $13.5K
104 $13K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
238
New
$52.55 - $54.37 $12.5K - $12.9K
238 $12K
SJNK
Spdr Bloomberg Short Term High

ETFs
493
New
$25.28 - $25.63 $12.5K - $12.6K
493 $12K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
115
+ 1.44%
$45.6 - $46.92 $5.24K - $5.4K
8.11K $379K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
102
+ 20.04%
$70.77 - $73.59 $7.22K - $7.51K
611 $44K
IEF
Ishares Barclays

ETFs
90
+ 6.69%
$93.91 - $97.26 $8.45K - $8.75K
1.44K $138K
SCHV
Schwab Strategic Tr Us Large C

ETFs
35
+ 1.02%
$27.61 - $29.15 $966 - $1.02K
3.45K $100K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
34
+ 5.69%
$39.06 - $43.42 $1.33K - $1.48K
632 $27K
DFIS
Dimensional ETF Tr Dimensional

ETFs
75
+ 10.47%
$29.65 - $31.77 $2.22K - $2.38K
791 $25K
DFAE
Dimensional ETF Tr

ETFs
96
+ 17.2%
$28.84 - $31.84 $2.77K - $3.06K
654 $20K
VNQI
Vanguard Global Ex U.S. Real

ETFs
145
New
$45.22 - $48.34 $6.56K - $7.01K
145 $6K
DVY
Ishares Tr

ETFs
33
+ 33.0%
$133.88 - $142.57 $4.42K - $4.7K
133 $18K
FNDE
Schwab Fundamental Emerging Mk

ETFs
55
+ 49.55%
$33.13 - $36.31 $1.82K - $2K
166 $6K
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
112
New
$29.97 - $32.38 $3.36K - $3.63K
112 $3K
ZTS
Zoetis Inc.

Healthcare
284
+ 13.05%
$141.13 - $159.19 $40.1K - $45.2K
2.46K $360K
TIP
Ishares Tr Tips Bd ETF

ETFs
16
+ 2.4%
$109.11 - $111.88 $1.75K - $1.79K
684 $76K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
8
+ 6.2%
$72.04 - $77.35 $576 - $619
137 $10K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
110
+ 108.91%
$22.64 - $23.22 $2.49K - $2.55K
211 $4K
VOOV
Vanguard S&P 500 Value ETF

ETFs
14
New
$187.97 - $199.47 $2.63K - $2.79K
14 $2K
ISCF
Ishares Msci Intl Small Cap Mu

ETFs
35
New
$38.52 - $41.26 $1.35K - $1.44K
35 $1K
OEF
Ishares S&P 100 ETF

ETFs
4
+ 0.05%
N/A
8.36K $2.22M
SCHK
Schwab Strategic Tr 1000 Index

ETFs
2
+ 0.6%
$29.8 - $32.29 $59.6 - $64.6
338 $10K
XLE
Energy Sector Spdr

ETFs
58
+ 6.58%
$84.25 - $91.99 $4.89K - $5.34K
939 $83K
Summit Hotel Pptys
15K
New
N/A
15K $0
Schwab Strategic Tr
302
+ 212.68%
N/A
444 $0
Tko Group Holdings Inc
153
+ 9.99%
N/A
1.68K $0
Fidelity Ethereum Fd
5K
New
N/A
5K $0
TLT
Ishares Barclays 20+ Year Trea

ETFs
63
+ 1.61%
$85.01 - $90.35 $5.36K - $5.69K
3.97K $355K
SCMB
Schwab Strategic Tr Mun Bd ETF
8.17K
New
N/A
8.17K $0
Linde PLC
452
New
N/A
452 $0
Galaxy Digital Inc.
6.69K
New
N/A
6.69K $0
RHS
Invesco ETF Tr S&P 500 Equal W

ETFs
745
+ 55.68%
N/A
2.08K $0
Lam Research Corp
1.8K
New
N/A
1.8K $0
EFRA
Ishares Tr Environmental Infra
1.04K
New
N/A
1.04K $0
RYU
Invesco S&P 500 Equal Weight U

ETFs
2
New
N/A
2 $0
Ishares Bitcoin Trust ETF
4.57K
New
N/A
4.57K $0
Schwab Strategic Tr
1.01K
New
N/A
1.01K $0
Ge Vernova Inc
50
+ 5.35%
N/A
984 $0
WM
Waste Management Inc

Industrials
136
+ 4.05%
$213.88 - $237.1 $29.1K - $32.2K
3.49K $771K
CHKP
Check Point Software Technologies LTD

Technology
91
+ 6.78%
$180.73 - $231.23 $16.4K - $21K
1.43K $296K
LPX
Louisiana Pacific Corp

Industrials
1
+ 0.02%
$83.39 - $102.75 $83.4 - $103
4.12K $366K
CRM
Salesforce, Inc.

Technology
47
+ 4.54%
$231.66 - $273.65 $10.9K - $12.9K
1.08K $256K
SPGI
S&P Global Inc.

Financial Services
40
+ 1.81%
$484.94 - $564.15 $19.4K - $22.6K
2.25K $1.1M
CMCSA
Comcast Corp

Communication Services
237
+ 3.3%
$31.41 - $36.33 $7.44K - $8.61K
7.43K $233K
SHEL
Shell PLC

Energy
39
+ 0.16%
$69.82 - $73.93 $2.72K - $2.88K
24.4K $1.75M
COP
Conocophillips

Energy
25
+ 0.48%
$91.0 - $98.99 $2.28K - $2.47K
5.21K $493K
Activity Summary
Buys All Purchases 257 New Holdings 57 Increased Positions 200 Sells All Sells 132 Reductions 131 Sold out 1 Options Calls 4 Puts 0
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