Ima Wealth, Inc. Purchases in Q4 2024

Ima Wealth, Inc.

  • $829 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DSI
Ishares Msci Kld 400 Social Et

ETFs
852K
New
$107.41 - $115.71 $91.5M - $98.6M
852K $93.9M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
2.69M
New
$26.93 - $84.95 $72.4M - $228M
2.69M $73.4M
DMXF
Ishares Esg Advanced Msci Eafe

Technology
780K
New
$64.62 - $71.43 $50.4M - $55.7M
780K $50.4M
VV
Vanguard Large Cap ETF

ETFs
167K
New
$260.27 - $280.65 $43.6M - $47M
167K $45.1M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
413K
New
$58.88 - $64.8 $24.3M - $26.8M
413K $24.3M
SPY
Spdr S&P 500 ETF Trust

ETFs
26.5K
New
$567.81 - $607.81 $15M - $16.1M
26.5K $15.5M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
99.8K
New
$114.08 - $125.68 $11.4M - $12.5M
99.8K $11.4M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
153K
New
$60.13 - $67.31 $9.19M - $10.3M
153K $9.28M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
68.5K
New
$113.92 - $127.38 $7.8M - $8.72M
68.5K $7.89M
EFA
Ishares Tr Msci Eafe ETF

ETFs
77.6K
New
$75.1 - $82.99 $5.83M - $6.44M
77.6K $5.87M
VTI
Vanguard Total Stock Market Et

ETFs
18.9K
New
$280.04 - $302.45 $5.29M - $5.71M
18.9K $5.47M
VEU
Vanguard Ftse All World Ex Us

ETFs
86.3K
New
$57.29 - $63.1 $4.94M - $5.45M
86.3K $4.96M
ISRA
Vaneck ETF Tr Israel ETF

ETFs
74.9K
New
$37.75 - $44.57 $2.83M - $3.34M
74.9K $3.26M
PABU
Ishares Tr Ishares Paris Align

ETFs
47.4K
New
$62.36 - $67.49 $2.96M - $3.2M
47.4K $3.08M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
5.62K
+ 495.41%
$521.84 - $558.82 $2.93M - $3.14M
6.75K $3.64M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
27.8K
New
$75.65 - $83.47 $2.11M - $2.32M
27.8K $2.12M
AOR
Ishares Tr Core Growth Allocat

ETFs
34.5K
New
$57.32 - $59.66 $1.98M - $2.06M
34.5K $1.98M
AVGO
Broadcom Inc.

Technology
7.89K
+ 609.27%
$159.67 - $250.0 $1.26M - $1.97M
9.19K $2.13M
SHV
Ishares Tr

ETFs
16.8K
New
$109.92 - $110.57 $1.85M - $1.86M
16.8K $1.85M
PSTG
Pure Storage, Inc.

Technology
23.6K
+ 92.48%
$48.19 - $66.6 $1.14M - $1.57M
49.1K $3.01M
JSTC
Tidal ETF Tr Adasina Social Ju

ETFs
65.7K
New
$18.36 - $19.53 $1.21M - $1.28M
65.7K $1.21M
VEA
Vanguard Ftse Developed Market

ETFs
24.5K
New
$47.57 - $52.44 $1.17M - $1.29M
24.5K $1.17M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
14.7K
+ 182.82%
$61.68 - $67.87 $905K - $996K
22.7K $1.41M
VT
Vanguard Total World Stk Index

ETFs
7.64K
New
$117.09 - $123.07 $895K - $941K
7.64K $897K
IEMG
Ishares Inc

ETFs
16.5K
New
N/A
16.5K $884K
SCHG
Schwab Strategic Tr Us Large C

ETFs
188K
+ 323.82%
$25.93 - $105.3 $4.87M - $19.8M
246K $6.86M
GOOG
Alphabet Inc.

Communication Services
1.06K
+ 4.08%
$163.08 - $198.16 $173K - $210K
27.1K $5.16M
BSCU
Invesco Exc Self Ind Tr

ETFs
60.7K
+ 14.41%
$16.32 - $16.99 $991K - $1.03M
482K $7.89M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
14K
New
$52.1 - $57.26 $730K - $802K
14K $730K
AOA
Ishares Tr Core Aggressive All

ETFs
9.37K
New
$76.61 - $79.88 $718K - $748K
9.37K $717K
JCPB
J P Morgan Exchange Traded Fd

ETFs
26.1K
+ 11.11%
$46.07 - $48.17 $1.2M - $1.26M
261K $12M
FBHS
Fortune Brands Home & Security, Inc.

Industrials
10.1K
New
N/A
10.1K $651K
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
13.2K
New
$46.53 - $49.91 $616K - $661K
13.2K $637K
EAOR
Ishares Esg Aware Growth Alloc

Technology
18.1K
New
$31.36 - $32.64 $568K - $592K
18.1K $568K
V
Visa Inc.

Financial Services
87
+ 0.73%
$273.87 - $320.91 $23.8K - $27.9K
12.1K $3.81M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
5.07K
New
$96.64 - $101.23 $490K - $514K
5.07K $491K
SPYG
Spdr Portfolio

ETFs
5.59K
New
$81.74 - $91.38 $457K - $510K
5.59K $490K
BSJR
Invesco Indx Tr

ETFs
21.8K
+ 11.69%
$22.37 - $22.7 $488K - $495K
208K $4.67M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
32.1K
+ 5.87%
$20.08 - $20.61 $645K - $662K
579K $11.7M
AOM
Ishares Tr Core Moderate Alloc

ETFs
9.4K
New
$43.44 - $45.05 $408K - $424K
9.4K $408K
C
Citigroup Inc

Financial Services
1.18K
+ 2.86%
$61.31 - $72.5 $72.2K - $85.4K
42.4K $2.98M
RPV
Invesco Exchange Traded Fd Tr

ETFs
4.34K
New
$87.41 - $97.21 $380K - $422K
4.34K $391K
XLK
Technology Sector Spdr

ETFs
1.64K
New
$220.26 - $241.44 $361K - $395K
1.64K $380K
XLV
Select Sector Spdr Fund Health

ETFs
2.72K
New
$136.28 - $154.74 $371K - $422K
2.72K $374K
QQQ
Invesco Qqq Trust, Series 1

ETFs
605
+ 30.23%
$481.22 - $538.17 $291K - $326K
2.61K $1.33M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
304K
+ 206.9%
$27.54 - $83.04 $8.37M - $25.2M
451K $12.5M
META
Meta Platforms, Inc.

Communication Services
103
+ 0.82%
$554.08 - $632.68 $57.1K - $65.2K
12.6K $7.45M
AOK
Ishares Tr Core Conservative A

ETFs
6.88K
New
$37.3 - $38.64 $256K - $266K
6.88K $256K
SCHA
Schwab Strategic Tr Us Small C

ETFs
230K
+ 103.02%
$25.33 - $51.16 $5.84M - $11.8M
454K $11.7M
Activity Summary
Buys All Purchases 79 New Holdings 36 Increased Positions 43 Sells All Sells 68 Reductions 68 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Ima Wealth, Inc. Portfolio

Follow Ima Wealth, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ima Wealth, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Ima Wealth, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email