Berkeley Capital Partners LLC decreased its holdings in shares of iShares Russell 1000 ETF (NYSEARCA:IWB – Free Report) by 4.3% during the fourth quarter, Holdings Channel.com reports. The firm owned 2,200 shares of the company’s stock after selling 100 shares during the period. Berkeley Capital Partners LLC’s holdings in iShares Russell 1000 ETF were worth […]
Founders Financial Alliance LLC decreased its position in shares of iShares Russell 1000 Value ETF (NYSEARCA:IWD – Free Report) by 1.4% in the fourth quarter, HoldingsChannel reports. The firm owned 14,377 shares of the exchange traded fund’s stock after selling 209 shares during the quarter. iShares Russell 1000 Value ETF accounts for approximately 0.9% of […]
Crewe Advisors LLC boosted its holdings in shares of Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) by 1.5% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 106,614 shares of the company’s stock after purchasing an additional 1,585 shares during the period. Vanguard […]
Heritage Wealth Advisors lessened its stake in iShares Core MSCI EAFE ETF (BATS:IEFA – Free Report) by 0.2% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 1,647,831 shares of the company’s stock after selling 3,134 shares during the quarter. iShares Core MSCI […]
Evermay Wealth Management LLC lowered its stake in shares of Vanguard Growth ETF (NYSEARCA:VUG – Free Report) by 4.3% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 7,788 shares of the company’s stock after selling 351 shares during the period. Vanguard Growth […]
Sand Hill Global Advisors LLC increased its position in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 24.9% in the 4th quarter, Holdings Channel.com reports. The institutional investor owned 542,662 shares of the company’s stock after buying an additional 108,111 shares during the quarter. Vanguard S&P 500 ETF makes up 11.4% of […]
Crewe Advisors LLC lowered its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 23.8% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 5,218 shares of the company’s stock after selling 1,631 shares during the quarter. Crewe […]
Keystone Financial Group decreased its position in shares of iShares Core Dividend Growth ETF (NYSEARCA:DGRO – Free Report) by 2.6% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 55,368 shares of the company’s stock after selling 1,456 shares during […]
Main Street Financial Solutions LLC boosted its stake in shares of Vanguard Dividend Appreciation ETF (NYSEARCA:VIG – Free Report) by 6.6% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 67,429 shares of the company’s stock after acquiring an additional 4,181 shares during the […]
Hilltop Holdings Inc. bought a new stake in iShares MSCI Austria ETF (NYSEARCA:EWO – Free Report) during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm bought 183,491 shares of the company’s stock, valued at approximately $3,965,000. Hilltop Holdings Inc. owned about 6.92% of […]
Sand Hill Global Advisors LLC cut its position in shares of iShares MSCI ACWI ETF (NASDAQ:ACWI – Free Report) by 12.1% during the fourth quarter, HoldingsChannel.com reports. The firm owned 39,045 shares of the company’s stock after selling 5,353 shares during the period. Sand Hill Global Advisors LLC’s holdings in iShares MSCI ACWI ETF were […]
Sand Hill Global Advisors LLC reduced its stake in shares of iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT – Free Report) by 87.1% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 46,018 shares of the exchange traded fund’s stock […]