Presidio Capital Management LLC cut its position in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH – Free Report) by 15.3% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 17,763 shares of the company’s stock after selling 3,205 shares during the […]

Capital Performance Advisors LLP reduced its stake in iShares S&P 500 Growth ETF (NYSEARCA:IVW – Free Report) by 2.3% during the third quarter, Holdings Channel.com reports. The institutional investor owned 22,534 shares of the company’s stock after selling 519 shares during the period. iShares S&P 500 Growth ETF comprises 0.7% of Capital Performance Advisors LLP’s […]

Portside Wealth Group LLC decreased its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 1.8% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 7,401 shares of the company’s stock after selling 136 shares during the period. […]

Aspire Wealth Management Corp boosted its stake in Invesco S&P MidCap Momentum ETF (NYSEARCA:XMMO – Free Report) by 1.2% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 105,435 shares of the company’s stock after buying an additional 1,230 shares during the quarter. […]

Aspire Wealth Management Corp reduced its holdings in SPDR Portfolio S&P 500 ETF (NYSEARCA:SPLG – Free Report) by 9.7% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 58,744 shares of the company’s stock after selling 6,343 shares during the period. […]

Hollencrest Capital Management cut its holdings in shares of SPDR S&P Dividend ETF (NYSEARCA:SDY – Free Report) by 9.1% during the third quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 13,571 shares of the company’s stock after selling 1,365 shares during the period. Hollencrest Capital Management’s […]

Stone Point Wealth LLC trimmed its stake in Vanguard S&P Small-Cap 600 Value ETF (NYSEARCA:VIOV – Free Report) by 4.1% during the third quarter, according to its most recent disclosure with the SEC. The fund owned 4,237 shares of the company’s stock after selling 183 shares during the quarter. Stone Point Wealth LLC’s holdings in […]

Hollencrest Capital Management cut its holdings in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH – Free Report) by 26.6% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 15,178 shares of the company’s stock after selling 5,489 shares during the quarter. Hollencrest Capital Management’s […]

Stiles Financial Services Inc lowered its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 15.0% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 1,167 shares of the company’s stock after selling 206 shares during the period. Stiles […]

Aspire Wealth Management Corp reduced its position in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report) by 1.5% in the third quarter, HoldingsChannel.com reports. The firm owned 4,037 shares of the company’s stock after selling 62 shares during the period. Aspire Wealth Management Corp’s holdings in iShares S&P 500 Value ETF were […]

Montecito Bank & Trust cut its holdings in shares of iShares S&P Mid-Cap 400 Growth ETF (NYSEARCA:IJK – Free Report) by 1.8% during the third quarter, HoldingsChannel.com reports. The fund owned 8,137 shares of the company’s stock after selling 150 shares during the period. Montecito Bank & Trust’s holdings in iShares S&P Mid-Cap 400 Growth […]

Philip James Wealth Mangement LLC acquired a new stake in shares of iShares MSCI EAFE ETF (NYSEARCA:EFA – Free Report) in the 3rd quarter, HoldingsChannel reports. The institutional investor acquired 3,412 shares of the exchange traded fund’s stock, valued at approximately $285,000. A number of other institutional investors have also recently made changes to their […]

Stone Point Wealth LLC lifted its holdings in Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) by 6.1% during the third quarter, according to its most recent Form 13F filing with the SEC. The firm owned 9,940 shares of the company’s stock after purchasing an additional 572 shares during the period. Stone Point Wealth LLC’s holdings […]

LGT Financial Advisors LLC boosted its holdings in iShares Core MSCI Europe ETF (NYSEARCA:IEUR – Free Report) by 673.7% during the 3rd quarter, HoldingsChannel.com reports. The fund owned 441 shares of the company’s stock after buying an additional 384 shares during the period. LGT Financial Advisors LLC’s holdings in iShares Core MSCI Europe ETF were […]

Bensler LLC increased its position in shares of First Trust TCW Unconstrained Plus Bond ETF (NYSEARCA:UCON – Free Report) by 8.6% during the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 886,881 shares of the company’s stock after acquiring an additional 70,012 shares during […]

Smith Thornton Advisors LLC decreased its holdings in shares of iShares U.S. Treasury Bond ETF (BATS:GOVT – Free Report) by 1.4% in the 3rd quarter, Holdings Channel reports. The firm owned 145,338 shares of the company’s stock after selling 2,034 shares during the quarter. iShares U.S. Treasury Bond ETF comprises about 2.2% of Smith Thornton […]

TFB Advisors LLC decreased its position in SPDR Portfolio S&P 500 Growth ETF (NYSEARCA:SPYG – Free Report) by 10.6% in the third quarter, according to its most recent Form 13F filing with the SEC. The firm owned 11,346 shares of the company’s stock after selling 1,347 shares during the period. TFB Advisors LLC’s holdings in […]

Foster & Motley Inc. cut its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 10.9% during the third quarter, Holdings Channel reports. The fund owned 1,336 shares of the company’s stock after selling 164 shares during the quarter. Foster & Motley Inc.’s holdings in iShares Core S&P 500 ETF […]

Foster & Motley Inc. lowered its position in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 4.8% in the third quarter, HoldingsChannel.com reports. The fund owned 3,330 shares of the exchange traded fund’s stock after selling 167 shares during the quarter. Foster & Motley Inc.’s holdings in iShares Core S&P Small-Cap […]

Exencial Wealth Advisors LLC trimmed its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 2.0% during the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 57,831 shares of the company’s stock after selling 1,195 shares during the period. iShares […]

Ascent Wealth Partners LLC boosted its position in shares of Invesco S&P 500 Equal Weight ETF (NYSEARCA:RSP – Free Report) by 3.4% in the third quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 83,710 shares of the company’s stock after buying an additional 2,774 shares during the […]

Financial Enhancement Group LLC trimmed its holdings in SPDR Portfolio S&P 500 ETF (NYSEARCA:SPLG – Free Report) by 89.8% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 71,429 shares of the company’s stock after selling 626,045 shares during the quarter. Financial […]

Walkner Condon Financial Advisors LLC grew its position in SPDR Portfolio S&P 500 ETF (NYSEARCA:SPLG – Free Report) by 10.2% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 408,367 shares of the company’s stock after purchasing an additional 37,786 shares during the […]

Walkner Condon Financial Advisors LLC boosted its stake in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 3.4% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 122,164 shares of the company’s stock after acquiring an additional 3,963 shares […]

Wealth Architects LLC reduced its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 1.4% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 124,481 shares of the company’s stock after selling 1,712 shares during the period. […]

Jmac Enterprises LLC lifted its holdings in iShares Core MSCI EAFE ETF (BATS:IEFA – Free Report) by 8.1% in the 3rd quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 14,494 shares of the company’s stock after purchasing an additional 1,082 shares during the quarter. Jmac Enterprises […]

Marks Group Wealth Management Inc grew its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 8.6% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 1,811 shares of the company’s stock after acquiring […]

Avidian Wealth Enterprises LLC decreased its position in iShares MSCI EAFE Small-Cap ETF (NASDAQ:SCZ – Free Report) by 26.6% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 21,126 shares of the company’s stock after selling 7,669 shares during the period. Avidian Wealth […]