HighTower Advisors

HighTower Advisors’s Ingles Markets IMKTA Stock Holding History

HighTower Advisors’s Portfolio IMKTA Stock Details IMKTA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-3,192	Closed	-$208K	–	3863
2025 Q1	$208K	Sell	3,192 -7	-0.2%	-$447	﹤0.01%	3152
2024 Q4	$206K	Sell	3,199 -21,244	-87%	-$1.43M	﹤0.01%	3177
2024 Q3	$1.82M	Sell	24,443 -1,263	-5%	-$92.9K	﹤0.01%	1569
2024 Q2	$1.76M	Sell	25,706 -362	-1%	-$26.2K	﹤0.01%	1519
2024 Q1	$2M	Buy	26,068 +2,929	+13%	+$234K	﹤0.01%	1441
2023 Q4	$1.99M	Buy	23,139 +1,074	+5%	+$87.4K	﹤0.01%	1429
2023 Q3	$1.67M	Sell	22,065 -3,364	-13%	-$271K	﹤0.01%	1472
2023 Q2	$2.09M	Sell	25,429 -104	-0.4%	-$8.95K	﹤0.01%	1332
2023 Q1	$2.27M	Buy	25,533 +13,922	+120%	+$1.29M	0.01%	1215
2022 Q4	$1.12M	Buy	+11,611	New	+$1.09M	﹤0.01%	1614
2022 Q1	–	Sell	-2,360	Closed	-$205K	–	3532
2021 Q4	$205K	Buy	+2,360	New	+$180K	﹤0.01%	2760
2021 Q2	–	Sell	-19,648	Closed	-$1.21M	–	3266
2021 Q1	$1.21M	Buy	+19,648	New	+$1.03M	﹤0.01%	1462

Other funds holding IMKTA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return