Roble Belko & Company Inc trimmed its holdings in Schwab US Broad Market ETF (NYSEARCA:SCHB – Free Report) by 0.6% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 275,123 shares of the company’s stock after selling 1,757 shares during the quarter. […]
Cross Staff Investments Inc lessened its stake in shares of Schwab US Broad Market ETF (NYSEARCA:SCHB – Free Report) by 3.3% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 18,493 shares of the company’s stock after selling 624 shares during […]
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 […]
Westover Capital Advisors LLC purchased a new stake in JPMorgan US Quality Factor ETF (NYSEARCA:JQUA – Free Report) in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm purchased 4,607 shares of the company’s stock, valued at approximately $220,000. Several other large investors have also recently made […]
NewSquare Capital LLC grew its holdings in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 2.8% in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 321,863 shares of the company’s stock after buying an additional 8,654 shares during the quarter. Vanguard […]
Bfsg LLC reduced its holdings in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI – Free Report) by 15.8% during the fourth quarter, HoldingsChannel reports. The institutional investor owned 4,357 shares of the company’s stock after selling 815 shares during the period. Bfsg LLC’s holdings in JPMorgan Equity Premium Income ETF were worth $240,000 as of its […]
Bfsg LLC cut its stake in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX – Free Report) by 1.7% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 16,085 shares of the company’s stock after selling 275 shares during the quarter. Bfsg LLC’s holdings in Schwab […]
NewSquare Capital LLC grew its stake in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 7.9% in the 4th quarter, Holdings Channel reports. The institutional investor owned 322,753 shares of the company’s stock after buying an additional 23,520 shares during the quarter. Vanguard Total Stock Market ETF makes up 7.1% of […]
Epic Trust Investment Advisors LLC decreased its holdings in shares of Vanguard Mid-Cap ETF (NYSEARCA:VO – Free Report) by 42.5% during the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 1,910 shares of the company’s stock after selling 1,413 shares during the quarter. Epic Trust Investment Advisors LLC’s holdings in Vanguard Mid-Cap ETF were worth […]
MONECO Advisors LLC boosted its position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 40.5% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 5,243 shares of the exchange traded fund’s stock after buying an […]
One Day In July LLC cut its stake in shares of Vanguard FTSE Europe ETF (NYSEARCA:VGK – Free Report) by 1.4% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 12,862 shares of the exchange traded fund’s stock after selling 182 shares during the period. […]
Kovack Advisors Inc. raised its position in shares of Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO – Free Report) by 74.0% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 27,924 shares of the exchange traded fund’s stock after […]