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 […]

Nvest Financial LLC lessened its stake in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report) by 1.0% in the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 38,934 shares of the company’s stock after selling 376 shares during the period. iShares S&P […]

Atomi Financial Group Inc. decreased its stake in SPDR S&P Dividend ETF (NYSEARCA:SDY – Free Report) by 2.1% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 4,050 shares of the company’s stock after selling 88 shares during the […]

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 decreased its holdings in Vanguard S&P Small-Cap 600 ETF (NYSEARCA:VIOO – Free Report) by 29.2% in the third quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 11,286 shares of the company’s stock after selling 4,664 shares during the quarter. Dynamic Advisor Solutions […]

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 […]

Charles Schwab Trust Co cut its position in shares of Vanguard Short-Term Treasury Index ETF (NASDAQ:VGSH – Free Report) by 10.3% during the third quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 384,186 shares of the company’s stock after selling 44,311 shares during the period. Vanguard Short-Term […]

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. […]