Adell Harriman & Carpenter Inc. cut its stake in shares of iShares 0-5 Year High Yield Corporate Bond ETF (NYSEARCA:SHYG – Free Report) by 32.1% in the 4th quarter, Holdings Channel.com reports. The firm owned 172,080 shares of the company’s stock after selling 81,224 shares during the period. Adell Harriman & Carpenter Inc.’s holdings in […]
Financial Perspectives Inc boosted its stake in Vanguard Total World Stock ETF (NYSEARCA:VT – Free Report) by 21.0% during the 4th quarter, HoldingsChannel.com reports. The fund owned 2,215 shares of the exchange traded fund’s stock after purchasing an additional 384 shares during the quarter. Financial Perspectives Inc’s holdings in Vanguard Total World Stock ETF were […]
MCF Advisors LLC reduced its position in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 5.2% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 11,901 shares of the company’s stock after selling 653 shares during the quarter. […]
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 […]
Abbrea Capital LLC raised its position in SPDR Dow Jones REIT ETF (NYSEARCA:RWR – Free Report) by 2.8% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 5,340 shares of the company’s stock after acquiring an additional 145 shares during the […]
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 […]
Larson Financial Group LLC increased its holdings in shares of Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) by 11.5% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 24,878 shares of the company’s stock after purchasing an additional 2,565 […]
DecisionPoint Financial LLC increased its holdings in Dimensional International Value ETF (NYSEARCA:DFIV – Free Report) by 40.8% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 1,035 shares of the company’s stock after purchasing an additional 300 shares during the period. DecisionPoint Financial LLC’s […]
Bfsg LLC lifted its stake in shares of Invesco S&P 500 Equal Weight ETF (NYSEARCA:RSP – Free Report) by 5.8% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 4,599 shares of the company’s stock after acquiring an additional 251 shares during the […]
MCF Advisors LLC decreased its holdings in shares of Schwab US Broad Market ETF (NYSEARCA:SCHB – Free Report) by 29.0% during the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 11,862 shares of the company’s stock after selling 4,839 shares during the period. MCF Advisors LLC’s holdings in Schwab US Broad Market ETF were worth […]
MCF Advisors LLC decreased its holdings in shares of iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS – Free Report) by 3.2% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 7,391 shares of the company’s stock after selling 246 shares during the […]
Zhang Financial LLC lifted its position in shares of Vanguard High Dividend Yield ETF (NYSEARCA:VYM – Free Report) by 10.5% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 207,920 shares of the company’s stock after acquiring an additional 19,765 shares […]