Sharkey, Howes & Javer Purchases in Q4 2024

Sharkey, Howes & Javer

  • $676 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AGG
Ishares Core U.S. Aggregate Bo

ETFs
107K
+ 4870.54%
$96.64 - $101.23 $10.3M - $10.8M
109K $10.6M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
31.4K
New
$201.32 - $217.44 $6.33M - $6.83M
31.4K $6.5M
IAU
Ishares Gold Trust

ETFs
62K
New
$48.37 - $52.65 $3M - $3.27M
62K $3.07M
SPY
Spdr S&P 500 ETF Trust

ETFs
2.38K
+ 7.17%
$567.81 - $607.81 $1.35M - $1.45M
35.6K $20.8M
SPYG
Spdr Portfolio

ETFs
13.1K
+ 26.92%
$81.74 - $91.38 $1.07M - $1.2M
61.7K $5.43M
MEAR
Blackrock Short Maturity Munic

ETFs
25.4K
New
$49.94 - $50.28 $1.27M - $1.28M
25.4K $1.27M
HYBL
Ssga Active Tr Spdr Blackstone

ETFs
39.6K
+ 73.92%
$28.25 - $28.72 $1.12M - $1.14M
93.3K $2.65M
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
15.5K
+ 10.88%
$51.31 - $55.61 $797K - $864K
158K $8.46M
MMTM
Spdr Ser Tr S&P 1500 Momentum

ETFs
3.55K
New
$249.14 - $273.15 $884K - $969K
3.55K $923K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
9.23K
+ 112.14%
$91.29 - $91.8 $843K - $847K
17.5K $1.6M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
7.02K
+ 94.98%
$113.92 - $127.38 $799K - $894K
14.4K $1.66M
HYDB
Ishares Tr Edge High Yield Def

ETFs
16.1K
New
$46.68 - $47.95 $753K - $773K
16.1K $758K
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
5.52K
+ 14.16%
$154.42 - $163.91 $853K - $905K
44.5K $6.9M
GLD
Spdr Gold Trust

ETFs
2.83K
+ 31.67%
$236.59 - $257.5 $670K - $729K
11.8K $2.85M
EFG
Msci Eafe Growth ETF

ETFs
28.4K
+ 14.42%
$96.83 - $106.88 $2.75M - $3.04M
226K $21.9M
EEM
Ishares Msci Emerging Markets

ETFs
13.6K
New
$41.82 - $47.36 $568K - $644K
13.6K $568K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
10.8K
New
$50.62 - $50.97 $547K - $551K
10.8K $548K
DGRO
Ishares Core Dividend Growth E

ETFs
8.64K
New
$60.73 - $64.94 $525K - $561K
8.64K $529K
MUB
Ishares National Muni Bond ETF

ETFs
4.89K
+ 27.28%
$105.78 - $108.7 $517K - $532K
22.8K $2.43M
USXF
Ishares Esg Advanced Msci Usa

Technology
7.9K
+ 13.28%
$48.45 - $52.57 $383K - $415K
67.4K $3.35M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
25.2K
+ 15.71%
$21.43 - $22.55 $539K - $567K
185K $3.99M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
9.4K
+ 9.43%
$44.33 - $49.55 $417K - $466K
109K $4.9M
SPMD
Spdr Portfolio

ETFs
5.58K
+ 9.95%
$54.13 - $59.56 $302K - $332K
61.7K $3.37M
QQQ
Invesco Qqq Trust, Series 1

ETFs
467
+ 26.7%
$481.22 - $538.17 $225K - $251K
2.22K $1.13M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
11.2K
+ 17.48%
$44.04 - $49.49 $492K - $553K
75.1K $3.31M
VTI
Vanguard Total Stock Market Et

ETFs
728
+ 13.99%
$280.04 - $302.45 $204K - $220K
5.93K $1.72M
AMZN
Amazon Com Inc

Consumer Cyclical
1.09K
New
$180.88 - $232.93 $198K - $255K
1.09K $239K
AVGO
Broadcom Inc.

Technology
960
New
$159.67 - $250.0 $153K - $240K
960 $222K
XEL
Xcel Energy Inc

Utilities
3.22K
New
$62.16 - $72.92 $200K - $235K
3.22K $217K
CSCO
Cisco Systems, Inc.

Technology
3.67K
New
$52.45 - $60.02 $192K - $220K
3.67K $217K
IQDG
Wisdomtree Tr Intl Quality Div

ETFs
16.7K
+ 22.62%
$34.21 - $38.73 $570K - $645K
90.3K $3.09M
ACWI
Ishares Msci Acwi ETF

ETFs
2.27K
+ 7.41%
$117.05 - $123.03 $266K - $279K
32.9K $3.87M
AAPL
Apple Inc.

Technology
399
+ 7.87%
$221.69 - $259.02 $88.5K - $103K
5.47K $1.37M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
5.61K
+ 9.15%
$51.09 - $55.27 $286K - $310K
66.9K $3.42M
CVX
Chevron Corp

Energy
1.09K
+ 78.05%
$141.15 - $162.53 $154K - $177K
2.48K $359K
ICVT
Ishares Tr Convertible Bond Et

ETFs
1.72K
+ 44.02%
$83.09 - $89.28 $143K - $153K
5.62K $477K
DMXF
Ishares Esg Advanced Msci Eafe

Technology
5.21K
+ 20.48%
$64.62 - $71.43 $337K - $372K
30.6K $1.98M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
5.91K
+ 25.37%
$24.61 - $25.12 $145K - $148K
29.2K $720K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
16.1K
+ 9.59%
$38.37 - $42.82 $618K - $690K
184K $7.07M
IDU
Ishares Tr U S Utils ETF

ETFs
2.12K
+ 16.02%
$94.65 - $105.73 $200K - $224K
15.3K $1.47M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
4K
+ 9.08%
$46.33 - $48.6 $186K - $195K
48.1K $2.23M
JNJ
Johnson & Johnson

Healthcare
764
+ 47.42%
$143.34 - $165.86 $110K - $127K
2.38K $343K
IWM
Ishares Russell 2000 ETF

ETFs
367
+ 7.73%
$216.13 - $242.4 $79.3K - $89K
5.11K $1.13M
JPM
Jpmorgan Chase & CO

Financial Services
90
+ 4.59%
$205.18 - $250.29 $18.5K - $22.5K
2.05K $491K
AXP
American Express CO

Financial Services
49
+ 2.1%
$267.35 - $305.57 $13.1K - $15K
2.39K $708K
KEMX
Kraneshares Tr

ETFs
8.12K
+ 18.0%
$27.71 - $31.35 $225K - $254K
53.2K $1.47M
GOOG
Alphabet Inc.

Communication Services
158
+ 10.0%
$163.08 - $198.16 $25.8K - $31.3K
1.74K $330K
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
5.75K
+ 6.45%
$18.41 - $18.97 $106K - $109K
95K $1.76M
XLY
Select Sector Spdr Consumer Di

ETFs
128
+ 8.52%
$194.8 - $239.43 $24.9K - $30.6K
1.63K $365K
Activity Summary
Buys All Purchases 81 New Holdings 12 Increased Positions 69 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
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