Ameritas Advisory Services LLC lessened its holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 2.9% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 146,043 shares of the exchange traded fund’s stock after selling 4,352 […]

Catalyst Private Wealth LLC grew its position in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 5.5% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 29,369 shares of the company’s stock after purchasing an additional 1,536 shares during the quarter. […]

Ameritas Advisory Services LLC lowered its holdings in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH – Free Report) by 8.1% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 626,305 shares of the company’s stock after selling 55,301 shares during the quarter. iShares Core S&P […]

Falcon Wealth Planning grew its holdings in iShares S&P Small-Cap 600 Growth ETF (NASDAQ:IJT – Free Report) by 10.3% in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 222,889 shares of the company’s stock after acquiring an additional 20,742 shares during the period. iShares […]

Greenwood Capital Associates LLC lifted its position in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 2.0% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 37,298 shares of the exchange traded fund’s stock after […]

Ground Swell Capital LLC purchased a new stake in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH – Free Report) during the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund purchased 12,681 shares of the company’s stock, valued at approximately $790,000. iShares Core S&P Mid-Cap ETF makes up […]

PDS Planning Inc lessened its holdings in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH – Free Report) by 73.7% in the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 225,981 shares of the company’s stock after selling 633,165 shares during the quarter. iShares Core […]

CWA Asset Management Group LLC purchased a new stake in shares of iShares MSCI EAFE ETF (NYSEARCA:EFA – Free Report) during the third quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor purchased 7,347 shares of the exchange traded fund’s stock, valued at approximately $614,000. A number […]

Lutz Financial Services LLC trimmed its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 3.2% in the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 24,762 shares of the company’s stock after selling 818 shares during the period. […]

Wetzel Investment Advisors Inc. decreased its holdings in SPDR S&P Dividend ETF (NYSEARCA:SDY – Free Report) by 5.9% in the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 6,688 shares of the company’s stock after selling 423 shares during the quarter. Wetzel Investment Advisors […]