CapWealth Advisors LLC Cuts Stock Position in iShares Core S&P 500 ETF (NYSEARCA:IVV)


by The Cerbat Gem

The Cerbat Gem— CapWealth Advisors LLC lowered its position in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 3.6% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 4,488 shares of the company’s stock after selling 170 shares during the period. CapWealth Advisors […]

The Cerbat Gem—Ewa LLC Decreases Position in iShares Core S&P 500 ETF (NYSEARCA:IVV). 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 […]

The Cerbat Gem—iShares Core S&P 500 ETF (NYSEARCA:IVV) Position Lifted by Roth Financial Partners LLC. Roth Financial Partners LLC increased its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 3.2% during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 78,641 shares of the company’s stock after buying an additional 2,414 shares during the quarter. […]

The Cerbat Gem—Resonant Capital Advisors LLC Grows Stock Position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR). Resonant Capital Advisors LLC grew its position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 2.5% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 210,859 shares of the exchange traded fund’s stock after acquiring an additional 5,225 shares during the […]