Intelligence Driven Advisers, LLC Closed Holding Positions

Intelligence Driven Advisers, LLC

  • $532 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
Q3 2019 Filed on Sep 04, 2020
988
$40.09 - $43.26 $39.6K - $42.7K
WMB
Williams Companies, Inc.

Energy
Q4 2019 Filed on Sep 04, 2020
16,344
$21.95 - $23.94 $359K - $391K
ISCG
Ishares Morningstar Small Cap

ETFs
Q2 2019 Filed on Sep 04, 2020
2,279
$31.53 - $34.69 $71.9K - $79.1K
PMM
Putnam Managed Municipal Income Trust

Financial Services
Q4 2019 Filed on Sep 04, 2020
17,674
$7.78 - $8.1 $138K - $143K
BMO
Bank Of Montreal

Financial Services
Q4 2019 Filed on Sep 04, 2020
26,629
$71.38 - $77.63 $1.9M - $2.07M
DRI
Darden Restaurants Inc

Consumer Cyclical
Q2 2019 Filed on Sep 04, 2020
3,800
$114.42 - $124.78 $435K - $474K
DG
Dollar General Corp

Consumer Defensive
Q2 2019 Filed on Sep 04, 2020
1,781
$117.28 - $138.81 $209K - $247K
FLNT
Fluent, Inc.

Communication Services
Q1 2020 Filed on Sep 04, 2020
19,310
$1.09 - $3.3 $21K - $63.7K
HTA
Healthcare Trust Of America, Inc.

Real Estate
Q4 2019 Filed on Sep 04, 2020
10,053
$28.77 - $31.14 $289K - $313K
First Data Corp New
Q1 2019 Filed on Sep 04, 2020
11,144
N/A
PBP
Invesco Exchange Traded Fd Tr

ETFs
Q1 2019 Filed on Sep 04, 2020
12,500
$19.77 - $21.03 $247K - $263K
QAI
Iq Hedge Multi Strategy Compos

ETFs
Q1 2019 Filed on Sep 04, 2020
78,360
N/A
EPP
Ishares Inc

ETFs
Q3 2019 Filed on Sep 04, 2020
5,188
$42.94 - $47.91 $223K - $249K
EWC
Ishares Msci Canada ETF

ETFs
Q3 2019 Filed on Sep 04, 2020
18,943
$28.64 - $29.16 $543K - $552K
ISCV
Ishares Morningstar Small Cap

ETFs
Q2 2019 Filed on Sep 04, 2020
2,762
$43.25 - $48.06 $119K - $133K
IMCV
Ishares Morningstar Mid Cap Va

ETFs
Q3 2019 Filed on Sep 04, 2020
1,399
$49.89 - $54.23 $69.8K - $75.9K
RWR
Spdr Dow Jones Reit ETF

ETFs
Q1 2019 Filed on Sep 04, 2020
3,920
N/A
SCHX
Schwab Strategic Tr Us Large C

ETFs
Q4 2019 Filed on Sep 04, 2020
4,268
$34.42 - $38.54 $147K - $164K
IWB
Ishares Tr Russell 1000 ETF

ETFs
Q1 2019 Filed on Sep 04, 2020
44,008
N/A
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
Q3 2019 Filed on Sep 04, 2020
13,133
$29.06 - $30.0 $382K - $394K
PGF
Invesco Exchange Traded Fd Tr

ETFs
Q2 2019 Filed on Sep 04, 2020
11,168
$18.28 - $18.66 $204K - $208K
LDUR
Pimco Enhanced Low Duration Ac

ETFs
Q2 2019 Filed on Sep 04, 2020
2,750
N/A
HDV
Ishares Core High Dividend ETF

ETFs
Q1 2020 Filed on Sep 04, 2020
5,280
$61.93 - $98.29 $327K - $519K
IMCB
Ishares Morningstar Mid Cap Et

ETFs
Q3 2019 Filed on Sep 04, 2020
1,256
$49.18 - $50.15 $61.8K - $63K
EMB
Ishares Tr

ETFs
Q3 2019 Filed on Sep 04, 2020
2,858
$112.56 - $115.59 $322K - $330K
IEV
Ishares Tr Europe ETF

ETFs
Q3 2019 Filed on Sep 04, 2020
7,293
$40.88 - $44.66 $298K - $326K
RYH
Invesco S&P 500 Equal Weight H

ETFs
Q3 2019 Filed on Sep 04, 2020
42,270
$192.31 - $206.12 $8.13M - $8.71M
CRT
Cross Timbers Royalty Trust

Energy
Q3 2019 Filed on Sep 04, 2020
30,002
$8.43 - $12.54 $253K - $376K
CVX
Chevron Corp

Energy
Q3 2019 Filed on Sep 04, 2020
1,631
$115.18 - $126.54 $188K - $206K
DOX
Amdocs LTD

Technology
Q3 2019 Filed on Sep 04, 2020
36,043
$61.0 - $66.75 $2.2M - $2.41M
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
Q4 2019 Filed on Sep 04, 2020
10,932
$51.78 - $52.68 $566K - $576K
SHAG
Wisdomtree Yield Enhanced U.S.
Q1 2020 Filed on Sep 04, 2020
4,991
N/A
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
Q3 2019 Filed on Sep 04, 2020
14,791
$34.72 - $36.3 $514K - $537K
RESD
Wisdomtree International Esg F

ETFs
Q1 2020 Filed on Sep 04, 2020
397,713
N/A
PUTW
Wisdomtree Tr Cboe S&P 500 Put

ETFs
Q4 2019 Filed on Sep 04, 2020
10,395
$26.96 - $28.87 $280K - $300K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
Q2 2020 Filed on Aug 14, 2020
10,206
$22.87 - $29.3 $233K - $299K
J P Morgan Exchange Traded F
Q2 2020 Filed on Aug 14, 2020
85,608
N/A
VZ
Verizon Communications Inc

Communication Services
Q2 2020 Filed on Aug 14, 2020
3,849
$52.92 - $58.46 $204K - $225K
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