ORG Partners LLC cut its holdings in iShares S&P 500 Growth ETF (NYSEARCA:IVW – Free Report) by 23.6% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 5,673 shares of the company’s stock after selling 1,754 shares during the quarter. ORG […]

Empirical Asset Management LLC increased its stake in iShares U.S. Utilities ETF (NYSEARCA:IDU – Free Report) by 11.7% during the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 4,400 shares of the company’s stock after buying an additional 461 shares during the period. Empirical Asset Management […]

Koshinski Asset Management Inc. decreased its position in Vanguard S&P Small-Cap 600 ETF (NYSEARCA:VIOO – Free Report) by 1.3% during the 3rd quarter, according to its most recent disclosure with the SEC. The fund owned 8,018 shares of the company’s stock after selling 108 shares during the period. Koshinski Asset Management Inc.’s holdings in Vanguard […]

BlueSky Wealth Advisors LLC decreased its position in iShares MSCI EAFE ETF (NYSEARCA:EFA – Free Report) by 2.9% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 9,725 shares of the exchange traded fund’s stock after selling 289 shares during the period. BlueSky […]

Cliftonlarsonallen Wealth Advisors LLC reduced its stake in Schwab Emerging Markets Equity ETF (NYSEARCA:SCHE – Free Report) by 2.5% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 64,097 shares of the company’s stock after selling 1,675 shares during the period. […]

GenWealth Group Inc. grew its position in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH – Free Report) by 2.8% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 299,126 shares of the company’s stock after acquiring an additional 8,087 shares during the […]

Carnegie Investment Counsel lowered its position in shares of iShares Russell Mid-Cap ETF (NYSEARCA:IWR – Free Report) by 6.2% in the 3rd quarter, Holdings Channel.com reports. The fund owned 4,949 shares of the company’s stock after selling 328 shares during the quarter. Carnegie Investment Counsel’s holdings in iShares Russell Mid-Cap ETF were worth $436,000 as […]

Koshinski Asset Management Inc. decreased its position in SPDR S&P Dividend ETF (NYSEARCA:SDY – Free Report) by 2.7% in the third quarter, according to its most recent 13F filing with the SEC. The firm owned 4,669 shares of the company’s stock after selling 131 shares during the period. Koshinski Asset Management Inc.’s holdings in SPDR […]

Empirical Asset Management LLC grew its position in shares of Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO – Free Report) by 1.9% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 61,131 shares of the exchange traded fund’s stock after purchasing an additional 1,125 shares […]

Harrell Investment Partners LLC grew its holdings in Invesco S&P 500 Equal Weight ETF (NYSEARCA:RSP – Free Report) by 34.4% during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 1,825 shares of the company’s stock after purchasing an additional 467 shares during the period. Harrell […]

Annex Advisory Services LLC grew its stake in shares of iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH – Free Report) by 6.3% in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 3,707 shares of the company’s stock after buying an additional 219 shares during the period. […]

Empirical Asset Management LLC lowered its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 0.9% during the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 3,292 shares of the company’s stock after selling 29 shares during the period. […]

Novare Capital Management LLC increased its position in shares of iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH – Free Report) by 4.3% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 117,068 shares of the company’s stock after purchasing an additional 4,852 shares […]

Empirical Asset Management LLC decreased its position in SPDR Gold Shares (NYSEARCA:GLD – Free Report) by 0.4% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 15,548 shares of the exchange traded fund’s stock after selling 65 shares during the period. Empirical Asset […]

Elmwood Wealth Management Inc. boosted its stake in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 6.3% in the third quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 142,486 shares of the company’s stock after buying an additional 8,392 shares during the period. Vanguard […]

Empirical Asset Management LLC boosted its holdings in SPDR MSCI World StrategicFactors ETF (NYSEARCA:QWLD – Free Report) by 182.0% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 9,148 shares of the company’s stock after purchasing an additional 5,904 […]

VitalStone Financial LLC grew its position in First Trust RBA American Industrial Renaissance ETF (NASDAQ:AIRR – Free Report) by 12.1% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 9,508 shares of the company’s stock after purchasing an additional 1,030 shares […]

Novare Capital Management LLC purchased a new stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) in the third quarter, Holdings Channel.com reports. The fund purchased 9,033 shares of the exchange traded fund’s stock, valued at approximately $1,056,000. Other hedge funds and other institutional investors have also recently made changes to their positions […]

ORG Partners LLC lessened its holdings in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 19.4% in the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 18,471 shares of the exchange traded fund’s stock after selling 4,443 shares during the quarter. ORG […]

Affiance Financial LLC boosted its stake in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 1.1% in the third quarter, HoldingsChannel.com reports. The institutional investor owned 469,276 shares of the company’s stock after acquiring an additional 5,279 shares during the quarter. Vanguard FTSE Developed Markets ETF comprises 6.0% of Affiance Financial LLC’s holdings, […]

Affiance Financial LLC lifted its stake in SPDR Portfolio Emerging Markets ETF (NYSEARCA:SPEM – Free Report) by 7.0% in the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 146,663 shares of the company’s stock after purchasing an additional 9,563 shares during the quarter. SPDR […]

Oxler Private Wealth LLC boosted its stake in shares of iShares S&P Small-Cap 600 Value ETF (NYSEARCA:IJS – Free Report) by 161.6% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 68,083 shares of the company’s stock after purchasing an additional 42,059 […]

Stablepoint Partners LLC reduced its holdings in iShares S&P 500 Growth ETF (NYSEARCA:IVW – Free Report) by 4.1% in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 21,662 shares of the company’s stock after selling 934 shares during the quarter. Stablepoint Partners […]

Sound Income Strategies LLC lowered its position in shares of Invesco S&P 500 Equal Weight ETF (NYSEARCA:RSP – Free Report) by 60.8% in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 1,250 shares of the company’s stock after selling 1,936 shares during […]

Crestmont Private Wealth LLC raised its stake in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 1.2% in the 3rd quarter, Holdings Channel.com reports. The institutional investor owned 76,493 shares of the exchange traded fund’s stock after purchasing an additional 873 shares during the quarter. iShares Core S&P Small-Cap ETF comprises […]

Gilman Hill Asset Management LLC reduced its stake in Invesco S&P 500 Equal Weight ETF (NYSEARCA:RSP – Free Report) by 1.5% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 9,216 shares of the company’s stock after selling 140 shares during the […]

Koshinski Asset Management Inc. increased its holdings in shares of iShares MSCI EAFE ETF (NYSEARCA:EFA – Free Report) by 62.9% in the 3rd quarter, HoldingsChannel.com reports. The firm owned 15,835 shares of the exchange traded fund’s stock after acquiring an additional 6,114 shares during the period. Koshinski Asset Management Inc.’s holdings in iShares MSCI EAFE […]

Koshinski Asset Management Inc. lowered its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 1.5% in the 3rd quarter, according to its most recent filing with the SEC. The fund owned 22,736 shares of the company’s stock after selling 346 shares during the period. iShares Core S&P 500 ETF accounts for […]

Retirement Planning Group LLC lifted its stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 408.7% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 49,102 shares of the exchange traded fund’s stock after acquiring an additional 39,450 shares […]

Sound Income Strategies LLC increased its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 3.4% in the 3rd quarter, according to its most recent 13F filing with the SEC. The firm owned 10,657 shares of the company’s stock after buying an additional 346 shares during the period. Sound Income […]

Crestmont Private Wealth LLC lifted its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 3.1% in the 3rd quarter, according to its most recent filing with the SEC. The firm owned 100,576 shares of the company’s stock after purchasing an additional 3,026 shares during the period. iShares Core S&P 500 ETF […]