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 […]
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 […]
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 […]
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 […]
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. […]
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. […]
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 […]
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. […]
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. […]
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 […]
Focus Financial Network Inc. Has $49.71 Million Stock Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)
Focus Financial Network Inc. increased its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 2.9% in the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 490,816 shares of the company’s stock after buying an additional 13,879 […]
Shepherd Financial Partners LLC Has $1.01 Million Holdings in iShares ESG Aware MSCI EAFE ETF (NASDAQ:ESGD)
Shepherd Financial Partners LLC decreased its position in iShares ESG Aware MSCI EAFE ETF (NASDAQ:ESGD – Free Report) by 7.1% in the third quarter, according to its most recent 13F filing with the SEC. The firm owned 11,977 shares of the company’s stock after selling 918 shares during the period. Shepherd Financial Partners LLC’s holdings […]
Financial Advocates Investment Management Has $17.17 Million Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)
Financial Advocates Investment Management boosted its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 1.7% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 170,440 shares of the company’s stock after acquiring an additional 2,786 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. […]
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 […]
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 […]
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. […]
Boyd Wealth Management LLC Has $963,000 Position in iShares Core S&P U.S. Value ETF (NASDAQ:IUSV)
Boyd Wealth Management LLC lifted its position in iShares Core S&P U.S. Value ETF (NASDAQ:IUSV – Free Report) by 13.6% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 10,084 shares of the company’s stock after acquiring an additional 1,206 shares during the […]
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 […]
SPDR Bloomberg High Yield Bond ETF (NYSEARCA:JNK) Shares Purchased by Stephenson & Company Inc.
Stephenson & Company Inc. increased its position in shares of SPDR Bloomberg High Yield Bond ETF (NYSEARCA:JNK – Free Report) by 4.4% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 19,077 shares of the exchange traded fund’s stock after acquiring […]
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 […]
last updated on 1 Nov 19:32