Empirical Financial Services LLC d.b.a. Empirical Wealth Management increased its stake in iShares MSCI USA Quality Factor ETF (BATS:QUAL – Free Report) by 27.0% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 749,636 shares of the company’s stock after acquiring […]
Legacy Financial Advisors Inc. lessened its stake in shares of iShares MSCI USA Min Vol Factor ETF (BATS:USMV – Free Report) by 4.5% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 583,769 shares of the company’s stock after selling 27,436 shares during […]
Great Valley Advisor Group Inc. decreased its position in shares of iShares Core MSCI EAFE ETF (BATS:IEFA – Free Report) by 52.8% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 71,639 shares of the company’s stock after selling 80,244 shares during the period. […]
Kovack Advisors Inc. lifted its stake in iShares Russell 2000 ETF (NYSEARCA:IWM – Free Report) by 85.8% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 5,198 shares of the exchange traded fund’s stock after purchasing an additional 2,400 shares during the period. Kovack […]
Lincoln National Corp lifted its stake in iShares MSCI EAFE Growth ETF (BATS:EFG – Free Report) by 28.3% in the 4th quarter, Holdings Channel reports. The institutional investor owned 38,636 shares of the company’s stock after acquiring an additional 8,526 shares during the period. Lincoln National Corp’s holdings in iShares MSCI EAFE Growth ETF were […]
Epic Trust Investment Advisors LLC decreased its stake in shares of iShares Core MSCI EAFE ETF (BATS:IEFA – Free Report) by 24.0% during the fourth quarter, according to the company in its most recent filing with the SEC. The fund owned 4,628 shares of the company’s stock after selling 1,463 shares during the period. Epic […]
SRS Capital Advisors Inc. raised its position in Innovator U.S. Equity Power Buffer ETF – January (BATS:PJAN – Free Report) by 13.8% in the 4th quarter, Holdings Channel reports. The fund owned 13,538 shares of the company’s stock after purchasing an additional 1,645 shares during the period. SRS Capital Advisors Inc.’s holdings in Innovator U.S. […]
Cary Street Partners Investment Advisory LLC trimmed its position in shares of iShares MSCI EAFE ETF (NYSEARCA:EFA – Free Report) by 69.2% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 6,616 shares of the exchange traded fund’s stock after selling 14,849 shares […]
Citizens Financial Group Inc. RI reduced its position in iShares National Muni Bond ETF (NYSEARCA:MUB – Free Report) by 1.4% during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 189,583 shares of the exchange traded fund’s stock after selling 2,740 shares during the period. Citizens Financial […]
Empirical Financial Services LLC d.b.a. Empirical Wealth Management raised its position in shares of iShares MSCI EAFE Value ETF (BATS:EFV – Free Report) by 7.5% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 1,475,664 shares of the company’s stock after […]
Empirical Financial Services LLC d.b.a. Empirical Wealth Management cut its holdings in Vanguard U.S. Momentum Factor ETF (BATS:VFMO – Free Report) by 12.9% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 68,672 shares of the company’s stock after selling 10,146 shares during […]
Great Valley Advisor Group Inc. trimmed its holdings in Zoetis Inc. (NYSE:ZTS – Free Report) by 0.7% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 23,739 shares of the company’s stock after selling 166 shares during the period. Great Valley Advisor Group Inc.’s […]