Heritage Wealth Management LLC bought a new position in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) during the fourth quarter, according to its most recent filing with the SEC. The firm bought 14,580 shares of the company’s stock, valued at approximately $6,964,000. iShares Core S&P 500 ETF makes up 3.8% of Heritage Wealth […]
Empirical Financial Services LLC d.b.a. Empirical Wealth Management decreased its holdings in Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC – Free Report) by 1.1% during the 4th quarter, HoldingsChannel.com reports. The firm owned 780,357 shares of the company’s stock after selling 8,587 shares during the period. Dimensional U.S. Core Equity 2 ETF accounts for approximately […]
Apollon Wealth Management LLC raised its position in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 16.0% during the 4th quarter, according to its most recent filing with the SEC. The firm owned 92,727 shares of the company’s stock after buying an additional 12,771 shares during the quarter. iShares Core S&P 500 ETF […]
Dohj LLC boosted its stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 710.1% in the fourth quarter, Holdings Channel.com reports. The fund owned 34,098 shares of the exchange traded fund’s stock after buying an additional 29,889 shares during the quarter. iShares Core S&P Small-Cap ETF comprises about 1.1% of Dohj LLC’s […]
Apollon Wealth Management LLC grew its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 200.0% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The firm owned 601,340 shares of the company’s stock after purchasing an additional 400,877 shares during the period. iShares […]
Empirical Financial Services LLC d.b.a. Empirical Wealth Management lifted its holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 18.6% in the 4th quarter, HoldingsChannel.com reports. The fund owned 60,423 shares of the exchange traded fund’s stock after buying an additional 9,466 shares during the period. Empirical Financial Services LLC d.b.a. Empirical […]
Meritage Portfolio Management boosted its holdings in iShares Silver Trust (NYSEARCA:SLV – Free Report) by 52.9% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 32,886 shares of the exchange traded fund’s stock after acquiring an additional 11,381 shares during the quarter. Meritage […]
Apollon Wealth Management LLC lifted its position in Vanguard Dividend Appreciation ETF (NYSEARCA:VIG – Free Report) by 23.0% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 288,154 shares of the company’s stock after purchasing an additional 53,852 shares during the quarter. Vanguard […]
Ewa LLC trimmed its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 10.1% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 677 shares of the company’s stock after selling 76 shares during the quarter. Ewa […]
ARS Wealth Advisors Group LLC lessened its position in iShares Russell 3000 ETF (NYSEARCA:IWV – Free Report) by 4.4% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 2,440 shares of the company’s stock after selling 112 shares during the period. ARS […]
Delta Investment Management LLC cut its position in iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report) by 1.9% in the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 26,467 shares of the company’s stock after selling 511 shares during the period. iShares S&P 500 Value ETF makes up […]
Howe & Rusling Inc. cut its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 8.5% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 4,520 shares of the company’s stock after selling 421 shares during the period. Howe […]