Ifg Advisory, LLC Purchases in Q4 2024

Ifg Advisory, LLC

  • $1.75 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
XMMO
Invesco Exchange Traded Fd Tr

ETFs
1.64K
New
$119.61 - $136.3 $196K - $223K
1.64K $202K
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
4.56K
New
$44.21 - $46.46 $201K - $212K
4.56K $202K
PLD
Prologis, Inc.

Real Estate
1.92K
New
$101.4 - $126.96 $195K - $244K
1.92K $202K
XT
Ishares Tr Exponential Technol

ETFs
3.38K
New
$58.7 - $62.72 $198K - $212K
3.38K $201K
VCR
Vanguard Consumer Discretionar

ETFs
536
New
$328.51 - $401.37 $176K - $215K
536 $201K
C
Citigroup Inc

Financial Services
2.84K
New
$61.31 - $72.5 $174K - $206K
2.84K $200K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
2.3K
New
N/A
2.3K $197K
CMI
Cummins Inc

Industrials
12
+ 0.16%
$324.93 - $383.42 $3.9K - $4.6K
7.49K $2.61M
ARCC
Ares Capital Corp

Financial Services
6.87K
+ 17.06%
$20.74 - $22.27 $142K - $153K
47.1K $1.03M
PG
Procter & Gamble CO

Consumer Defensive
1.72K
+ 9.15%
$161.05 - $179.7 $277K - $309K
20.5K $3.44M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
5.14K
+ 4.8%
$80.93 - $85.66 $416K - $440K
112K $9.09M
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
12K
+ 8.69%
$25.25 - $26.34 $304K - $317K
151K $3.81M
CGCP
Capital Group Core Plus Income

ETFs
8.78K
+ 30.24%
$22.13 - $23.17 $194K - $204K
37.8K $839K
NRGX
Pimco Energy & Tactical Credit Opportunities Fund

N/A
8.55K
New
N/A
8.55K $166K
VONG
Vanguard Russell 1000 Growth E

ETFs
394
+ 2.2%
$95.27 - $107.82 $37.5K - $42.5K
18.3K $1.89M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
2.32K
+ 2.19%
$100.24 - $101.35 $233K - $236K
109K $10.9M
IAU
Ishares Gold Trust

ETFs
3.24K
+ 16.86%
$48.37 - $52.65 $157K - $170K
22.4K $1.11M
NRK
Nuveen New York Amt Free Quality Municipal Income Fund

Financial Services
15K
New
$10.26 - $11.26 $154K - $169K
15K $156K
NTRS
Northern Trust Corp

Financial Services
159
+ 1.43%
$88.4 - $111.16 $14.1K - $17.7K
11.3K $1.15M
XLP
Consumer Staples Sector Spdr

ETFs
2.02K
+ 2.03%
N/A
101K $7.7M
ORCC
Owl Rock Capital Corp

Financial Services
10.9K
New
N/A
10.9K $146K
ACN
Accenture PLC

Technology
446
+ 4.4%
$343.9 - $376.86 $153K - $168K
10.6K $3.72M
HDV
Ishares Core High Dividend ETF

ETFs
2.51K
+ 9.37%
$110.82 - $121.28 $278K - $304K
29.3K $3.29M
GLD
Spdr Gold Trust

ETFs
607
+ 3.68%
$236.59 - $257.5 $144K - $156K
17.1K $4.14M
DGRO
Ishares Core Dividend Growth E

ETFs
2.39K
+ 19.06%
$60.73 - $64.94 $145K - $155K
15K $917K
CASS
Cass Information Systems Inc

Industrials
3.75K
+ 8.25%
$39.91 - $46.17 $150K - $173K
49.1K $2.01M
LQD
Ishares Iboxx $ Investment Gra

ETFs
6.79K
+ 6.99%
$106.56 - $113.11 $723K - $768K
104K $11.1M
NU
Nu Holdings Ltd.

Financial Services
11K
New
$10.24 - $15.89 $113K - $175K
11K $113K
RA
Brookfield Real Assets Income Fund Inc.

Financial Services
8.48K
+ 72.88%
$13.12 - $13.68 $111K - $116K
20.1K $268K
SCHX
Schwab Strategic Tr Us Large C

ETFs
34.5K
+ 221.85%
$22.4 - $68.28 $772K - $2.35M
50K $1.16M
SPMD
Spdr Portfolio

ETFs
1.64K
+ 1.98%
$54.13 - $59.56 $88.8K - $97.7K
84.3K $4.61M
IEP
Icahn Enterprises L.P.

Industrials
10K
New
$8.67 - $15.49 $86.7K - $155K
10K $86K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
4.18K
+ 15.93%
$55.45 - $61.08 $232K - $255K
30.4K $1.69M
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
1.38K
+ 1.45%
$24.94 - $25.74 $34.3K - $35.4K
96.5K $2.46M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
1.14K
+ 10.77%
$81.68 - $82.93 $93.4K - $94.9K
11.8K $964K
RWJ
Invesco Exchange Traded Fd Tr

ETFs
1.65K
+ 2.5%
$44.2 - $49.46 $72.8K - $81.5K
67.5K $3.09M
JCI
Johnson Controls International PLC

Industrials
417
+ 1.31%
$74.23 - $86.6 $31K - $36.1K
32.3K $2.55M
FYX
First Tr Small Cap Core Alphad

ETFs
26
+ 0.06%
$96.51 - $110.53 $2.51K - $2.87K
45.4K $4.59M
MUB
Ishares National Muni Bond ETF

ETFs
943
+ 5.76%
$105.78 - $108.7 $99.8K - $103K
17.3K $1.85M
MO
Altria Group, Inc.

Consumer Defensive
855
+ 5.57%
$49.06 - $57.74 $41.9K - $49.4K
16.2K $846K
RNST
Renasant Corp

Financial Services
483
+ 3.63%
$31.36 - $38.62 $15.1K - $18.7K
13.8K $492K
DFAS
Dimensional ETF Tr U S Small C

ETFs
811
+ 6.0%
$63.58 - $71.15 $51.6K - $57.7K
14.3K $932K
PM
Philip Morris International Inc.

Consumer Defensive
724
+ 2.23%
$118.38 - $133.06 $85.7K - $96.3K
33.2K $4M
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
1.37K
+ 2.14%
$50.34 - $56.61 $69K - $77.6K
65.4K $3.35M
NBTB
Nbt Bancorp Inc

Financial Services
86
+ 0.66%
$42.64 - $52.33 $3.67K - $4.5K
13.2K $629K
BP
Bp PLC

Energy
4.76K
+ 9.09%
$28.16 - $33.14 $134K - $158K
57.1K $1.69M
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
2.45K
+ 9.32%
$23.42 - $24.25 $57.4K - $59.4K
28.7K $678K
SPSB
Spdr Portfolio Short Term Corp

ETFs
1.87K
+ 6.01%
$29.77 - $30.19 $55.6K - $56.3K
32.9K $983K
ROIV
Roivant Sciences Ltd.

Healthcare
3.06K
+ 15.12%
$11.16 - $12.71 $34.1K - $38.8K
23.3K $275K
Activity Summary
Buys All Purchases 509 New Holdings 305 Increased Positions 204 Sells All Sells 144 Reductions 144 Sold out 0 Options Calls 0 Puts 0
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