IAA
IPG

Independent Advisor Alliance’s Interpublic Group of Companies IPG Stock Holding History

Independent Advisor Alliance’s Portfolio IPG Stock Details IPG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-6,806
Closed -$222K – 722
2024
Q1 		$222K Buy
+6,806
New +$220K 0.01% 642
2023
Q3 		– Sell
-13,898
Closed -$536K – 674
2023
Q2 		$536K Buy
+13,898
New +$524K 0.02% 412
2022
Q3 		– Sell
-8,315
Closed -$229K – 642
2022
Q2 		$229K Buy
8,315
+2,347
+39% +$74.5K 0.01% 545
2022
Q1 		$212K Sell
5,968
-144
-2% -$5.19K 0.01% 600
2021
Q4 		$229K Buy
+6,112
New +$222K 0.01% 595

Other funds holding IPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return