Sage Financial Management Group Inc. purchased a new stake in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report) during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 1,084 shares of the company’s stock, valued at approximately $214,000. Other large […]

IFG Advisors LLC lifted its stake in iShares S&P 500 Growth ETF (NYSEARCA:IVW – Free Report) by 2.7% in the third quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 10,298 shares of the company’s stock after purchasing an additional 273 shares during the quarter. IFG Advisors LLC’s […]

Bartlett & CO. Wealth Management LLC trimmed its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 9.0% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 200,598 shares of the company’s stock after selling […]

First Citizens Bank & Trust Co. lowered its stake in shares of iShares Russell Top 200 ETF (NYSEARCA:IWL – Free Report) by 16.4% in the third quarter, according to its most recent disclosure with the SEC. The fund owned 81,859 shares of the company’s stock after selling 16,025 shares during the period. First Citizens Bank […]

Chronos Wealth Management LLC lowered its position in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 9.7% in the 3rd quarter, Holdings Channel reports. The fund owned 437 shares of the company’s stock after selling 47 shares during the period. Chronos Wealth Management LLC’s holdings in Vanguard S&P 500 ETF were worth […]

KMG Fiduciary Partners LLC raised its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 292.9% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 64,383 shares of the company’s stock after buying an additional 47,995 […]

Moulton Wealth Management Inc. grew its stake in shares of ProShares S&P 500 Aristocrats ETF (BATS:NOBL – Free Report) by 5.5% in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 28,103 shares of the company’s stock after buying an additional 1,456 shares during the period. […]

Sage Financial Management Group Inc. purchased a new position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) during the third quarter, Holdings Channel reports. The firm purchased 55,100 shares of the company’s stock, valued at approximately $31,783,000. iShares Core S&P 500 ETF accounts for approximately 12.3% of Sage Financial Management Group […]

Key Client Fiduciary Advisors LLC raised its position in SPDR Portfolio S&P 500 Growth ETF (NYSEARCA:SPYG – Free Report) by 9.9% in the third quarter, Holdings Channel.com reports. The institutional investor owned 3,268 shares of the company’s stock after purchasing an additional 294 shares during the period. Key Client Fiduciary Advisors LLC’s holdings in SPDR […]

Continuum Wealth Advisors LLC trimmed its position in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 71.8% during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 7,592 shares of the company’s stock after selling 19,326 shares during the quarter. Vanguard S&P 500 ETF […]

Key Client Fiduciary Advisors LLC raised its stake in shares of Vanguard Russell 1000 Growth ETF (NASDAQ:VONG – Free Report) by 13.0% during the 3rd quarter, according to the company in its most recent filing with the SEC. The firm owned 7,957 shares of the company’s stock after purchasing an additional 918 shares during the […]

Key Client Fiduciary Advisors LLC decreased its stake in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR – Free Report) by 9.8% in the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 2,089 shares of the company’s stock after selling 226 shares during the […]

Key Client Fiduciary Advisors LLC acquired a new stake in iShares Semiconductor ETF (NASDAQ:SOXX – Free Report) in the third quarter, according to its most recent filing with the SEC. The fund acquired 1,142 shares of the exchange traded fund’s stock, valued at approximately $263,000. Several other large investors have also recently bought and sold […]

Bartlett & CO. Wealth Management LLC grew its position in shares of Vanguard FTSE All-World ex-US ETF (NYSEARCA:VEU – Free Report) by 1.4% in the 3rd quarter, HoldingsChannel.com reports. The fund owned 255,124 shares of the company’s stock after buying an additional 3,441 shares during the quarter. Bartlett & CO. Wealth Management LLC’s holdings in […]

Net Worth Advisory Group bought a new stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) during the 3rd quarter, according to its most recent filing with the SEC. The firm bought 19,389 shares of the company’s stock, valued at approximately $1,964,000. iShares Core U.S. Aggregate Bond ETF accounts for […]

Cahaba Wealth Management Inc. lifted its stake in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 2.3% in the third quarter, according to the company in its most recent filing with the SEC. The fund owned 424,561 shares of the exchange traded fund’s stock after buying an additional 9,639 shares during […]

Ballast Inc. increased its position in shares of iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH – Free Report) by 5.9% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 10,193 shares of the company’s stock after purchasing an additional 567 shares during the quarter. […]

Sonoma Private Wealth LLC lifted its stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 99.1% during the 3rd quarter, according to the company in its most recent filing with the SEC. The fund owned 4,769 shares of the exchange traded fund’s stock after acquiring an additional 2,374 shares during the quarter. […]

Ellenbecker Investment Group purchased a new position in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) in the 3rd quarter, Holdings Channel reports. The firm purchased 388 shares of the company’s stock, valued at approximately $205,000. Several other hedge funds have also recently modified their holdings of VOO. JPMorgan Chase & Co. raised its stake […]

LexAurum Advisors LLC raised its stake in iShares S&P 500 Growth ETF (NYSEARCA:IVW – Free Report) by 9.9% in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 9,904 shares of the company’s stock after purchasing an additional 893 shares during the […]

LexAurum Advisors LLC decreased its stake in SPDR Portfolio S&P 500 ETF (NYSEARCA:SPLG – Free Report) by 11.1% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The firm owned 37,063 shares of the company’s stock after selling 4,606 shares during the period. LexAurum Advisors LLC’s holdings in […]

AlphaMark Advisors LLC lowered its position in SPDR Portfolio S&P 500 ETF (NYSEARCA:SPLG – Free Report) by 39.0% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 15,504 shares of the company’s stock after selling 9,911 shares during the period. […]

Sweet Financial Partners LLC bought a new stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) in the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm bought 2,247 shares of the company’s stock, valued at approximately $228,000. Several other hedge funds […]

Compass Wealth Management LLC lessened its position in iShares S&P 500 Growth ETF (NYSEARCA:IVW – Free Report) by 46.6% in the 3rd quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 1,152 shares of the company’s stock after selling 1,006 shares during the quarter. Compass Wealth Management […]