Dynamic Advisor Solutions LLC cut its stake in iShares Russell Mid-Cap ETF (NYSEARCA:IWR – Free Report) by 1.5% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 12,226 shares of the company’s stock after selling 185 shares during the period. Dynamic Advisor Solutions LLC’s […]

Patten Group Inc. lowered its position in shares of First Trust US Equity Opportunities ETF (NYSEARCA:FPX – Free Report) by 3.9% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 2,967 shares of the company’s stock after selling 120 shares during the quarter. Patten Group […]

Diversified Trust Co reduced its position in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report) by 32.3% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 2,175 shares of the company’s stock after selling 1,036 shares during the […]

Beaumont Financial Advisors LLC cut its holdings in iShares Select Dividend ETF (NASDAQ:DVY – Free Report) by 2.7% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 62,652 shares of the company’s stock after selling 1,756 shares during the quarter. Beaumont Financial Advisors […]

Beaumont Financial Advisors LLC boosted its position in shares of iShares Russell 1000 Growth ETF (NYSEARCA:IWF – Free Report) by 0.8% during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 7,107 shares of the exchange traded fund’s stock after buying an additional 54 shares […]

Marcum Wealth LLC lowered its stake in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI – Free Report) by 7.7% during the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 12,070 shares of the company’s stock after selling 1,004 shares during the period. Marcum Wealth LLC’s holdings in […]

Beaumont Financial Advisors LLC cut its holdings in shares of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI – Free Report) by 2.6% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 52,693 shares of the company’s stock after selling 1,411 shares during the quarter. Beaumont Financial […]

LVW Advisors LLC lessened its position in iShares U.S. Technology ETF (NYSEARCA:IYW – Free Report) by 4.1% in the third quarter, HoldingsChannel reports. The fund owned 13,539 shares of the exchange traded fund’s stock after selling 573 shares during the quarter. LVW Advisors LLC’s holdings in iShares U.S. Technology ETF were worth $2,053,000 as of […]

Dynamic Advisor Solutions LLC cut its holdings in iShares MSCI Japan ETF (NYSEARCA:EWJ – Free Report) by 2.5% during the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 13,927 shares of the exchange traded fund’s stock after selling 363 shares during the period. Dynamic Advisor Solutions LLC’s holdings […]

Trevian Wealth Management LLC purchased a new stake in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) during the third quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor purchased 741 shares of the company’s stock, valued at approximately $428,000. iShares Core S&P 500 ETF accounts for […]

Pinnacle Bancorp Inc. reduced its holdings in SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV – Free Report) by 5.3% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 8,707 shares of the company’s stock after selling 491 shares during the period. […]

Strategic Wealth Partners Ltd. lowered its holdings in SPDR Portfolio Short Term Treasury ETF (NYSEARCA:SPTS – Free Report) by 12.6% during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 7,054 shares of the company’s stock after selling 1,014 shares during the quarter. Strategic Wealth Partners […]

Independence Bank of Kentucky boosted its position in shares of BlackRock, Inc. (NYSE:BLK – Free Report) by 80.5% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 2,388 shares of the asset manager’s stock after buying an additional 1,065 shares during the […]

Brookstone Capital Management boosted its stake in Invesco S&P 500 Top 50 ETF (NYSEARCA:XLG – Free Report) by 16.4% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 91,675 shares of the company’s stock after buying an additional 12,908 shares during the […]

Patten Group Inc. trimmed its position in JPMorgan Diversified Return US Equity ETF (NYSEARCA:JPUS – Free Report) by 5.6% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 3,184 shares of the company’s stock after selling 190 shares during the period. Patten Group Inc. […]

Guild Investment Management Inc. lessened its stake in shares of iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV – Free Report) by 27.8% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 3,500 shares of the company’s stock after selling 1,350 […]

Capital Insight Partners LLC grew its position in iShares National Muni Bond ETF (NYSEARCA:MUB – Free Report) by 4.3% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 250,278 shares of the exchange traded fund’s stock after purchasing an […]

Selective Wealth Management Inc. boosted its stake in shares of iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV – Free Report) by 36.5% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 250,275 shares of the company’s stock after purchasing an […]

Selective Wealth Management Inc. lowered its holdings in Alibaba Group Holding Limited (NYSE:BABA – Free Report) by 13.0% during the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 48,524 shares of the specialty retailer’s stock after selling 7,254 shares during the period. […]

Capital Insight Partners LLC lessened its stake in Vanguard Mid-Cap ETF (NYSEARCA:VO – Free Report) by 1.6% in the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 22,310 shares of the company’s stock after selling 370 shares during the quarter. Capital Insight Partners LLC’s […]

Selective Wealth Management Inc. trimmed its holdings in shares of DocuSign, Inc. (NASDAQ:DOCU – Free Report) by 11.5% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 53,849 shares of the company’s stock after selling 7,030 shares during the quarter. DocuSign makes up […]