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 […]

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 […]

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 […]

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. […]

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 […]

Polianta Ltd bought a new position in Vanguard Consumer Discretionary ETF (NYSEARCA:VCR – Free Report) in the 3rd quarter, HoldingsChannel.com reports. The firm bought 22,100 shares of the company’s stock, valued at approximately $7,524,000. Vanguard Consumer Discretionary ETF comprises approximately 3.5% of Polianta Ltd’s portfolio, making the stock its 9th biggest holding. Other institutional investors […]

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 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 […]

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 […]

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 […]

Shira Ridge Wealth Management purchased a new position in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund purchased 351 shares of the company’s stock, valued at approximately $203,000. Several other institutional investors and hedge funds […]

Bright Financial Advisors Inc. raised its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 2.8% in the third quarter, Holdings Channel.com reports. The fund owned 20,585 shares of the company’s stock after buying an additional 561 shares during the quarter. iShares Core S&P 500 ETF comprises approximately 7.6% of […]

Montis Financial LLC acquired a new stake in shares of Fidelity MSCI Financials Index ETF (NYSEARCA:FNCL – Free Report) in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 9,503 shares of the company’s stock, valued at approximately $607,000. A number of […]

Avondale Wealth Management increased its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 0.9% during the third quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 57,713 shares of the company’s stock after buying an additional 541 shares during the quarter. […]

InTrack Investment Management Inc lowered its stake in shares of iShares Biotechnology ETF (NASDAQ:IBB – Free Report) by 17.7% in the 3rd quarter, Holdings Channel.com reports. The institutional investor owned 3,011 shares of the financial services provider’s stock after selling 648 shares during the period. InTrack Investment Management Inc’s holdings in iShares Biotechnology ETF were […]

Johnson Bixby & Associates LLC decreased its holdings in shares of iShares Russell 1000 Value ETF (NYSEARCA:IWD – Free Report) by 10.2% during the third quarter, according to its most recent filing with the SEC. The firm owned 6,818 shares of the exchange traded fund’s stock after selling 777 shares during the period. Johnson Bixby […]

LongView Wealth Management lifted its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 15.4% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 1,442 shares of the company’s stock after acquiring an additional 192 shares during the […]

Montis Financial LLC bought a new position in iShares S&P 500 Growth ETF (NYSEARCA:IVW – Free Report) in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm bought 2,242 shares of the company’s stock, valued at approximately $215,000. A number of other institutional investors have also recently […]

Next Level Private LLC lowered its holdings in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 5.4% in the third quarter, Holdings Channel.com reports. The institutional investor owned 669 shares of the company’s stock after selling 38 shares during the period. Next Level Private LLC’s holdings in Vanguard S&P 500 ETF were […]

Retirement Planning Group LLC decreased its holdings in Vanguard Consumer Staples ETF (NYSEARCA:VDC – Free Report) by 17.7% in the third quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 10,358 shares of the company’s stock after selling 2,230 shares during the period. Retirement Planning Group LLC’s holdings in […]

Retirement Planning Group LLC cut its holdings in shares of Vanguard S&P 500 Growth ETF (NYSEARCA:VOOG – Free Report) by 3.0% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 4,496 shares of the company’s stock after selling 140 shares during the […]

Simplicity Wealth LLC lowered its stake in Vanguard S&P 500 Growth ETF (NYSEARCA:VOOG – Free Report) by 49.0% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 2,678 shares of the company’s stock after selling 2,575 shares during the […]