JGP Wealth Management LLC raised its holdings in shares of iShares Select Dividend ETF (NASDAQ:DVY – Free Report) by 1.8% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 77,547 shares of the company’s stock after purchasing an additional 1,392 shares […]

LifePro Asset Management raised its position in iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY – Free Report) by 31.4% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 6,135 shares of the company’s stock after acquiring an additional 1,465 […]

Keeler & Nadler Financial Planning & Wealth Management lowered its stake in iShares MSCI USA Momentum Factor ETF (BATS:MTUM – Free Report) by 9.8% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 15,248 shares of the company’s stock after selling 1,659 shares during the […]

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 […]

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 […]

Castle Rock Wealth Management LLC bought a new position in Invesco S&P 500 Momentum ETF (NYSEARCA:SPMO – Free Report) during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor bought 24,713 shares of the company’s stock, valued at approximately $2,263,000. A number of […]

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 […]

UMB Bank n.a. lessened its stake in iShares Russell 1000 Value ETF (NYSEARCA:IWD – Free Report) by 10.8% during the 3rd quarter, Holdings Channel.com reports. The firm owned 41,361 shares of the exchange traded fund’s stock after selling 4,983 shares during the quarter. UMB Bank n.a.’s holdings in iShares Russell 1000 Value ETF were worth […]

PPS&V Asset Management Consultants Inc. acquired a new position in SPDR Gold Shares (NYSEARCA:GLD – Free Report) during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor acquired 895 shares of the exchange traded fund’s stock, valued at approximately $218,000. Several other hedge funds have […]

Keeler & Nadler Financial Planning & Wealth Management boosted its holdings in iShares MSCI USA Quality Factor ETF (BATS:QUAL – Free Report) by 16.7% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 99,067 shares of the company’s stock after buying an additional 14,199 […]

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 […]

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 […]

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 […]

Trevian Wealth Management LLC purchased a new stake in Vanguard Total World Stock ETF (NYSEARCA:VT – Free Report) during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor purchased 8,526 shares of the exchange traded fund’s stock, valued at approximately $1,021,000. […]

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 […]

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 […]

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 […]

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 […]