SteelPeak Wealth LLC lifted its holdings in shares of ProShares S&P 500 High Income ETF (NYSEARCA:ISPY – Free Report) by 16.8% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 35,670 shares of the company’s stock after acquiring an additional 5,120 shares during […]

Financial Advocates Investment Management cut its holdings in iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report) by 7.2% during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 65,138 shares of the company’s stock after selling 5,019 shares during the period. […]

Highline Wealth Partners LLC acquired a new position in Vanguard High Dividend Yield ETF (NYSEARCA:VYM – Free Report) during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 352 shares of the company’s stock, valued at approximately $45,000. Several other hedge […]

Fidelis Capital Partners LLC acquired a new position in shares of Schwab International Small-Cap Equity ETF (NYSEARCA:SCHC – 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 acquired 12,020 shares of the company’s stock, valued at approximately $444,000. […]

Edge Financial Advisors LLC purchased a new stake in Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund purchased 6,242 shares of the company’s stock, valued at approximately $1,481,000. Several other institutional investors and hedge […]

Diversify Wealth Management LLC boosted its stake in Invesco Senior Loan ETF (NYSEARCA:BKLN – Free Report) by 29.5% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 110,517 shares of the exchange traded fund’s stock after purchasing an additional 25,163 shares […]

Gimbal Financial boosted its holdings in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH – Free Report) by 6.9% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 153,667 shares of the company’s stock after purchasing an additional 9,853 shares during the […]

Evermay Wealth Management LLC trimmed its stake in shares of iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH – Free Report) by 3.4% in the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 709,144 shares of the company’s stock after selling 25,159 shares during the period. iShares Core S&P Mid-Cap […]

Golden State Equity Partners decreased its holdings in iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report) by 35.1% in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 5,191 shares of the company’s stock after selling 2,811 shares during the period. Golden […]

Highline Wealth Partners LLC purchased a new position in iShares Select Dividend ETF (NASDAQ:DVY – Free Report) during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor purchased 1,507 shares of the company’s stock, valued at approximately $204,000. A number of other […]

Evermay Wealth Management LLC grew its stake in iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report) by 4.4% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 1,817 shares of the company’s stock after purchasing an additional 77 shares during the quarter. Evermay […]

Creekmur Asset Management LLC lowered its stake in shares of SPDR S&P Aerospace & Defense ETF (NYSEARCA:XAR – Free Report) by 11.4% during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 2,240 shares of the company’s stock after selling 289 shares […]

Evermay Wealth Management LLC grew its holdings in SPDR Portfolio S&P 500 ETF (NYSEARCA:SPLG – Free Report) by 48.8% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 99,326 shares of the company’s stock after purchasing an additional 32,593 shares […]

Eagle Strategies LLC bought a new position in shares of iShares S&P Mid-Cap 400 Growth ETF (NYSEARCA:IJK – Free Report) during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund bought 47,844 shares of the company’s stock, valued at approximately $4,398,000. A number of […]

Pinnacle Associates Ltd. raised its position in shares of SPDR S&P MidCap 400 ETF Trust (NYSEARCA:MDY – Free Report) by 0.8% in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 65,142 shares of the exchange traded fund’s stock after acquiring an additional […]

Tyche Wealth Partners LLC bought a new stake in iShares Dow Jones U.S. ETF (NYSEARCA:IYY – Free Report) in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 1,549 shares of the company’s stock, valued at approximately $216,000. Other hedge […]

Boston Financial Mangement LLC lowered its stake in iShares S&P 500 Growth ETF (NYSEARCA:IVW – Free Report) by 1.1% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 13,102 shares of the company’s stock after selling 150 shares during the quarter. […]

Great Diamond Partners LLC lowered its stake in shares of Invesco S&P 500 Equal Weight ETF (NYSEARCA:RSP – Free Report) by 7.5% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 30,322 shares of the company’s stock after selling […]

Integrated Advisors Network LLC lifted its holdings in Vanguard Intermediate-Term Bond ETF (NYSEARCA:BIV – Free Report) by 1.8% during the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 50,666 shares of the company’s stock after buying an additional 872 shares during the period. Integrated Advisors […]

Pallas Capital Advisors LLC decreased its holdings in Vanguard Mid-Cap ETF (NYSEARCA:VO – Free Report) by 19.4% in the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 3,470 shares of the company’s stock after selling 834 shares during the quarter. Pallas Capital Advisors LLC’s […]

Pallas Capital Advisors LLC lowered its holdings in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report) by 1.1% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 6,054 shares of the company’s stock after selling 66 […]

Valmark Advisers Inc. grew its position in Invesco S&P 500 Equal Weight ETF (NYSEARCA:RSP – Free Report) by 25.8% in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 10,163 shares of the company’s stock after buying an additional 2,083 shares during the period. Valmark Advisers […]

Pallas Capital Advisors LLC lessened its position in shares of iShares U.S. Technology ETF (NYSEARCA:IYW – Free Report) by 48.5% in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 6,912 shares of the exchange traded fund’s stock after selling 6,499 shares during the quarter. Pallas […]