Independent Advisor Alliance Purchases in Q4 2024

Independent Advisor Alliance

  • $7.25 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MSI
Motorola Solutions, Inc.

Technology
1.85K
New
$449.08 - $504.6 $831K - $934K
1.85K $855K
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
11.1K
New
$73.49 - $86.09 $815K - $955K
11.1K $854K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
2.32K
New
$340.59 - $380.5 $790K - $883K
2.32K $849K
COIN
Coinbase Global, Inc.

Technology
1.81K
+ 31.95%
$163.17 - $343.62 $296K - $623K
7.49K $1.86M
MO
Altria Group, Inc.

Consumer Defensive
12.8K
+ 9.03%
$49.06 - $57.74 $627K - $738K
154K $8.08M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
19.6K
New
$43.02 - $47.32 $842K - $926K
19.6K $845K
IXN
Ishares Global Information Tec

ETFs
9.93K
New
$80.67 - $87.84 $801K - $873K
9.93K $841K
DUK
Duke Energy Corp

Utilities
16.1K
+ 13.64%
$105.76 - $120.76 $1.7M - $1.94M
134K $14.4M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
18.1K
New
$46.33 - $48.6 $838K - $879K
18.1K $839K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
72.7K
New
$11.42 - $12.5 $831K - $909K
72.7K $838K
KRE
Spdr S&P Regional Banking ETF

ETFs
13.6K
New
$54.6 - $68.9 $745K - $940K
13.6K $823K
HYG
Ishares Tr

ETFs
10.4K
New
$78.09 - $80.04 $815K - $836K
10.4K $821K
VV
Vanguard Large Cap ETF

ETFs
3.02K
New
$260.27 - $280.65 $785K - $847K
3.02K $813K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
12.9K
New
$60.13 - $67.31 $778K - $871K
12.9K $786K
AXON
Axon Enterprise, Inc.

Industrials
497
+ 19.81%
$399.22 - $689.78 $198K - $343K
3.01K $1.79M
NET
Cloudflare, Inc.

Technology
130
+ 0.46%
$78.11 - $117.56 $10.2K - $15.3K
28.3K $3.05M
BSX
Boston Scientific Corp

Healthcare
8.2K
+ 136.33%
$83.62 - $91.5 $686K - $750K
14.2K $1.27M
CEIX
Consol Energy Inc.

Energy
7.01K
+ 78.19%
$101.36 - $133.33 $710K - $934K
16K $1.7M
TFLO
Ishares Treasury Floating Rate

ETFs
15.2K
New
$50.37 - $50.63 $764K - $768K
15.2K $765K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
9.55K
New
$79.93 - $88.06 $763K - $841K
9.55K $763K
VKQ
Invesco Municipal Trust

Financial Services
77.7K
New
$9.54 - $10.29 $741K - $800K
77.7K $762K
DGS
Wisdomtree Emerging Markets Sm

ETFs
15.5K
New
$48.87 - $53.53 $759K - $832K
15.5K $760K
FBT
First Trust Nyse Arca Biotechn

ETFs
5.48K
+ 20.34%
$161.65 - $178.69 $886K - $979K
32.4K $5.39M
POWL
Powell Industries Inc

Industrials
3.42K
+ 20.58%
$221.65 - $352.37 $758K - $1.21M
20K $4.44M
VKI
Invesco Advantage Municipal Income Trust Ii

Financial Services
86K
New
$8.57 - $9.34 $737K - $804K
86K $751K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
26.5K
+ 171.34%
$28.6 - $29.27 $757K - $775K
41.9K $1.2M
PTNQ
Pacer Fds Tr Trendpliot 100 Et

ETFs
10.1K
New
$72.62 - $77.83 $731K - $783K
10.1K $744K
COF
Capital One Financial Corp

Financial Services
3.16K
+ 50.67%
$145.19 - $192.01 $458K - $606K
9.38K $1.67M
EEM
Ishares Msci Emerging Markets

ETFs
17.6K
New
$41.82 - $47.36 $736K - $834K
17.6K $736K
WHF
White Horse Finance, Inc.

Financial Services
75.9K
New
$9.53 - $12.15 $724K - $922K
75.9K $734K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
9.57K
New
$70.54 - $79.61 $675K - $762K
9.57K $727K
ARGT
Global X Msci Argentina ETF

ETFs
8.79K
New
$66.16 - $88.28 $582K - $776K
8.79K $726K
DE
Deere & CO

Industrials
1.58K
+ 18.51%
$389.45 - $466.0 $616K - $737K
10.1K $4.29M
SKOR
Flexshares Tr Credit Scored Us

ETFs
15.3K
+ 354.3%
$47.6 - $49.05 $729K - $751K
19.6K $937K
VOOV
Vanguard S&P 500 Value ETF

ETFs
3.92K
New
$184.21 - $199.29 $722K - $781K
3.92K $722K
RPHS
Two Rds Shared Tr Regents Pk H

ETFs
70.8K
New
$10.12 - $10.87 $716K - $769K
70.8K $716K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
29.9K
New
$23.88 - $24.32 $713K - $727K
29.9K $715K
TRV
Travelers Companies, Inc.

Financial Services
1.95K
+ 5.49%
$225.97 - $266.66 $442K - $521K
37.6K $9.05M
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
58.1K
New
$12.1 - $13.52 $702K - $785K
58.1K $711K
RPV
Invesco Exchange Traded Fd Tr

ETFs
7.84K
New
$87.41 - $97.21 $685K - $762K
7.84K $706K
IGV
Ishares Expanded Tech Software

ETFs
7.05K
New
$87.5 - $110.17 $617K - $777K
7.05K $706K
XLB
Select Sector Spdr Fd Material

ETFs
8.4K
New
$83.8 - $97.58 $704K - $820K
8.4K $706K
FLTR
Vaneck ETF Tr Investment Grade

ETFs
27.5K
New
$25.35 - $25.53 $698K - $703K
27.5K $700K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
12.2K
New
$56.61 - $61.63 $693K - $755K
12.2K $694K
CWB
Spdr Bloomberg Convertible Sec

ETFs
8.87K
New
$76.21 - $82.24 $676K - $730K
8.87K $690K
BSMP
Invesco Bulletshares 2025 Muni

ETFs
28K
New
$24.45 - $24.62 $684K - $689K
28K $685K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
16.8K
New
$40.26 - $42.88 $678K - $722K
16.8K $682K
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
34.1K
New
$19.82 - $21.55 $676K - $735K
34.1K $675K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
18.3K
New
$36.54 - $37.53 $669K - $687K
18.3K $673K
Activity Summary
Buys All Purchases 1194 New Holdings 688 Increased Positions 506 Sells All Sells 144 Reductions 144 Sold out 0 Options Calls 0 Puts 0
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