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 […]
Brandywine Oak Private Wealth LLC lifted its position in Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO – Free Report) by 3.6% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 666,580 shares of the exchange traded fund’s stock after purchasing an […]
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 […]
Alliance Wealth Advisors LLC UT lowered its stake in SPDR Portfolio Emerging Markets ETF (NYSEARCA:SPEM – Free Report) by 17.6% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 14,750 shares of the company’s stock after selling 3,148 shares during the quarter. […]
Dohj LLC increased its holdings in iShares MSCI EAFE ETF (NYSEARCA:EFA – Free Report) by 219.3% in the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 24,439 shares of the exchange traded fund’s stock after purchasing an additional 16,784 shares during the period. Dohj LLC’s holdings in […]
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 […]
Dohj LLC increased its stake in shares of iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI – Free Report) by 45.3% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 52,468 shares of the company’s stock after purchasing an additional 16,359 shares during the […]
Mission Wealth Management LP reduced its position in JPMorgan Ultra-Short Income ETF (NYSEARCA:JPST – Free Report) by 10.8% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 30,304 shares of the company’s stock after selling 3,666 shares during the quarter. […]
Bank OZK raised its stake in shares of iShares S&P 500 Growth ETF (NYSEARCA:IVW – Free Report) by 9.0% in the fourth quarter, according to its most recent 13F filing with the SEC. The fund owned 3,977 shares of the company’s stock after buying an additional 327 shares during the period. Bank OZK’s holdings in […]
Roble Belko & Company Inc decreased its holdings in shares of iShares MSCI EAFE ETF (NYSEARCA:EFA – Free Report) by 1.4% during the fourth quarter, according to its most recent disclosure with the SEC. The fund owned 34,133 shares of the exchange traded fund’s stock after selling 500 shares during the period. Roble Belko & […]
Larson Financial Group LLC grew its holdings in shares of SPDR Portfolio Emerging Markets ETF (NYSEARCA:SPEM – Free Report) by 10.7% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 75,701 shares of the company’s stock after buying an additional […]
MCF Advisors LLC grew its position in shares of Schwab Emerging Markets Equity ETF (NYSEARCA:SCHE – Free Report) by 3.1% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 23,628 shares of the company’s stock after purchasing an additional 716 shares during the quarter. […]