TSA Wealth Managment LLC acquired a new stake in shares of iShares U.S. Technology ETF (NYSEARCA:IYW – Free Report) during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 46,092 shares of the exchange traded fund’s stock, valued at approximately […]
Crewe Advisors LLC lowered its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 23.8% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 5,218 shares of the company’s stock after selling 1,631 shares during the quarter. Crewe […]
Edgehill Endowment Partners LLC increased its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 28.5% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 1,730,374 shares of the company’s stock after purchasing an additional 384,057 […]
SageView Advisory Group LLC lifted its position in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 22.2% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 39,174 shares of the company’s stock after acquiring an additional 7,123 shares during […]
Robinson Smith Wealth Advisors LLC purchased a new stake in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG – Free Report) during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm purchased 17,226 shares of the company’s stock, valued at approximately $1,429,000. Schwab […]
TSA Wealth Managment LLC bought a new stake in shares of Schwab Intermediate-Term U.S. Treasury ETF (NYSEARCA:SCHR – Free Report) during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm bought 8,497 shares of the company’s stock, valued at approximately $422,000. Other hedge funds and […]
AWM Capital LLC lessened its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 1.8% during the fourth quarter, Holdings Channel.com reports. The fund owned 4,811 shares of the company’s stock after selling 86 shares during the period. iShares Core S&P 500 ETF accounts for about 0.4% of AWM Capital […]
TSA Wealth Managment LLC purchased a new stake in iShares National Muni Bond ETF (NYSEARCA:MUB – Free Report) in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund purchased 2,037 shares of the exchange traded fund’s stock, valued at approximately $221,000. Other institutional investors have also made […]
Evermay Wealth Management LLC increased its position in shares of Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO – Free Report) by 87.1% in the 4th quarter, HoldingsChannel reports. The firm owned 618,802 shares of the company’s stock after purchasing an additional 288,038 shares during the period. Schwab Short-Term U.S. Treasury ETF comprises approximately 5.5% of Evermay […]
Evermay Wealth Management LLC raised its holdings in iShares Core S&P U.S. Value ETF (NASDAQ:IUSV – Free Report) by 9.5% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 13,795 shares of the company’s stock after buying an additional 1,196 shares during the period. […]
Crewe Advisors LLC lifted its holdings in shares of Schwab U.S. TIPS ETF (NYSEARCA:SCHP – Free Report) by 295.7% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 930 shares of the company’s stock after buying an additional 695 shares during […]
Evermay Wealth Management LLC decreased its stake in iShares Russell 1000 Value ETF (NYSEARCA:IWD – Free Report) by 2.6% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 16,052 shares of the exchange traded fund’s stock after selling 430 shares during the period. […]