Caas Capital Management LP Takes Position in iShares MSCI Japan ETF (NYSEARCA:EWJ)
Caas Capital Management LP bought a new stake in shares of iShares MSCI Japan ETF (NYSEARCA:EWJ – Free Report) during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund bought 62,400 shares of the exchange traded fund’s stock, valued at approximately $4,464,000. […]
Focus Financial Network Inc. Trims Stock Position in iShares S&P 500 Growth ETF (NYSEARCA:IVW)
Focus Financial Network Inc. lessened its holdings in shares of iShares S&P 500 Growth ETF (NYSEARCA:IVW – Free Report) by 1.5% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 169,443 shares of the company’s stock after selling 2,505 […]
iShares ESG Aware MSCI EAFE ETF (NASDAQ:ESGD) Shares Sold by Laurel Wealth Planning LLC
Laurel Wealth Planning LLC cut its stake in shares of iShares ESG Aware MSCI EAFE ETF (NASDAQ:ESGD – Free Report) by 9.0% in the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 91,213 shares of the company’s stock after selling 9,009 shares during […]
Penobscot Wealth Management Raises Stake in iShares MSCI Japan ETF (NYSEARCA:EWJ)
Penobscot Wealth Management raised its stake in iShares MSCI Japan ETF (NYSEARCA:EWJ – Free Report) by 12.0% in the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 25,225 shares of the exchange traded fund’s stock after buying an additional 2,704 shares during […]
Interchange Capital Partners LLC Has $3.06 Million Holdings in iShares S&P 500 Growth ETF (NYSEARCA:IVW)
Interchange Capital Partners LLC trimmed its holdings in shares of iShares S&P 500 Growth ETF (NYSEARCA:IVW – Free Report) by 6.2% in the third quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 31,920 shares of the company’s stock after selling 2,100 shares during the quarter. iShares […]
Nadler Financial Group Inc. Acquires 4,322 Shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI)
Nadler Financial Group Inc. boosted its holdings in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 1.7% during the 3rd quarter, according to its most recent 13F filing with the SEC. The fund owned 259,351 shares of the company’s stock after purchasing an additional 4,322 shares during the period. Vanguard Total […]
Hudson Valley Investment Advisors Inc. ADV Lowers Stake in iShares S&P 500 Growth ETF (NYSEARCA:IVW)
Hudson Valley Investment Advisors Inc. ADV trimmed its holdings in iShares S&P 500 Growth ETF (NYSEARCA:IVW – Free Report) by 13.2% in the third quarter, according to its most recent disclosure with the SEC. The fund owned 2,950 shares of the company’s stock after selling 450 shares during the period. Hudson Valley Investment Advisors Inc. […]
Valued Wealth Advisors LLC Purchases 1,158 Shares of Dimensional Emerging Core Equity Market ETF (NYSEARCA:DFAE)
Valued Wealth Advisors LLC raised its holdings in shares of Dimensional Emerging Core Equity Market ETF (NYSEARCA:DFAE – Free Report) by 2.1% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 56,286 shares of the company’s stock after acquiring an additional 1,158 […]
Forte Asset Management LLC Purchases 2,350 Shares of iShares S&P 500 Growth ETF (NYSEARCA:IVW)
Forte Asset Management LLC grew its stake in iShares S&P 500 Growth ETF (NYSEARCA:IVW – Free Report) by 36.7% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 8,750 shares of the company’s stock after purchasing an additional 2,350 shares during the quarter. Forte […]
Principal Securities Inc. Acquires 301 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)
Principal Securities Inc. lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 0.0% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 996,327 shares of the company’s stock after acquiring an additional 301 shares during the quarter. […]
Principal Securities Inc. Has $34.60 Million Stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)
Principal Securities Inc. grew its stake in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 20.7% in the third quarter, according to its most recent disclosure with the SEC. The fund owned 295,818 shares of the exchange traded fund’s stock after buying an additional 50,754 shares during the period. iShares Core […]
Principal Securities Inc. Has $18.20 Million Holdings in iShares Core S&P U.S. Growth ETF (NASDAQ:IUSG)
Principal Securities Inc. increased its holdings in iShares Core S&P U.S. Growth ETF (NASDAQ:IUSG – Free Report) by 1.8% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 137,931 shares of the company’s stock after acquiring an additional 2,492 shares during the period. […]
Lebenthal Global Advisors LLC Purchases 332 Shares of Vanguard Ultra-Short Bond ETF (BATS:VUSB)
Lebenthal Global Advisors LLC lifted its stake in Vanguard Ultra-Short Bond ETF (BATS:VUSB – Free Report) by 1.4% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 24,277 shares of the company’s stock after purchasing an additional 332 shares during […]
iShares Core MSCI EAFE ETF (BATS:IEFA) Stock Holdings Increased by Aspen Wealth Strategies LLC
Aspen Wealth Strategies LLC lifted its holdings in iShares Core MSCI EAFE ETF (BATS:IEFA – Free Report) by 5.5% in the third quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 89,751 shares of the company’s stock after purchasing an additional 4,665 shares during the quarter. iShares […]
Wade Financial Advisory Inc Sells 715 Shares of Vanguard International Dividend Appreciation ETF (NASDAQ:VIGI)
Wade Financial Advisory Inc trimmed its holdings in Vanguard International Dividend Appreciation ETF (NASDAQ:VIGI – Free Report) by 1.3% during the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 55,045 shares of the company’s stock after selling 715 shares during the quarter. Vanguard International […]
SPDR Portfolio Emerging Markets ETF (NYSEARCA:SPEM) Shares Bought by United Asset Strategies Inc.
United Asset Strategies Inc. increased its holdings in SPDR Portfolio Emerging Markets ETF (NYSEARCA:SPEM – Free Report) by 107.7% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 15,590 shares of the company’s stock after buying an additional 8,083 shares during […]
Nikulski Financial Inc. Has $3.72 Million Stock Position in iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ)
Nikulski Financial Inc. cut its position in iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ – Free Report) by 1.0% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 30,117 shares of the company’s stock after selling 298 shares during the period. […]
Bank Hapoalim BM Grows Stock Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)
Bank Hapoalim BM increased its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 4.2% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 9,152 shares of the company’s stock after purchasing an additional 370 […]
iShares MSCI EAFE ETF (NYSEARCA:EFA) Stock Position Reduced by Oldfather Financial Services LLC
Oldfather Financial Services LLC cut its holdings in iShares MSCI EAFE ETF (NYSEARCA:EFA – Free Report) by 0.3% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 103,374 shares of the exchange traded fund’s stock after selling 330 […]
Financial Advocates Investment Management Sells 5,019 Shares of iShares S&P 500 Value ETF (NYSEARCA:IVE)
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. […]
JFS Wealth Advisors LLC Grows Stake in iShares S&P Small-Cap 600 Growth ETF (NASDAQ:IJT)
JFS Wealth Advisors LLC increased its position in iShares S&P Small-Cap 600 Growth ETF (NASDAQ:IJT – Free Report) by 6.5% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 51,145 shares of the company’s stock after purchasing an additional 3,138 […]
Oldfather Financial Services LLC Has $6.44 Million Stock Holdings in iShares S&P Mid-Cap 400 Growth ETF (NYSEARCA:IJK)
Oldfather Financial Services LLC lowered its position in shares of iShares S&P Mid-Cap 400 Growth ETF (NYSEARCA:IJK – Free Report) by 1.2% in the third quarter, according to its most recent disclosure with the SEC. The institutional investor owned 70,099 shares of the company’s stock after selling 886 shares during the quarter. iShares S&P Mid-Cap […]
Seaside Wealth Management Inc. Raises Stock Position in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA)
Seaside Wealth Management Inc. increased its position in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 4.8% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 750,236 shares of the company’s stock after buying an additional 34,093 shares […]
United Asset Strategies Inc. Increases Position in iShares S&P 500 Value ETF (NYSEARCA:IVE)
United Asset Strategies Inc. grew its stake in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report) by 0.5% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 39,758 shares of the company’s stock after acquiring an additional 187 […]
Vanguard Dividend Appreciation ETF (NYSEARCA:VIG) Shares Sold by Oak Harvest Investment Services
Oak Harvest Investment Services cut its position in shares of Vanguard Dividend Appreciation ETF (NYSEARCA:VIG – Free Report) by 2.3% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 72,106 shares of the company’s stock after selling 1,701 shares during the quarter. Vanguard Dividend […]
last updated on 1 Nov 16:37