Eq LLC acquired a new position in shares of iShares S&P 500 Growth ETF (NYSEARCA:IVW – Free Report) in the fourth quarter, Holdings Channel.com reports. The institutional investor acquired 9,471 shares of the company’s stock, valued at approximately $711,000. A number of other hedge funds and other institutional investors have also recently added to or […]
US Financial Advisors LLC grew its stake in shares of Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) by 3.6% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 59,434 shares of the company’s stock after buying an additional 2,064 shares during the quarter. […]
Beacon Pointe Advisors LLC lessened its stake in shares of Vanguard High Dividend Yield ETF (NYSEARCA:VYM – Free Report) by 24.1% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 252,687 shares of the company’s stock after selling 80,407 […]
US Financial Advisors LLC lifted its holdings in shares of iShares MSCI EAFE ETF (NYSEARCA:EFA – Free Report) by 4.1% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 194,112 shares of the exchange traded fund’s stock after buying an additional 7,665 […]
Royal Capital Wealth Management LLC cut its position in Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Free Report) by 56.4% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 16,821 shares of the company’s stock after selling 21,720 shares during the period. […]
Cherry Tree Wealth Management LLC decreased its holdings in JPMorgan Ultra-Short Income ETF (NYSEARCA:JPST – Free Report) by 1.8% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 16,863 shares of the company’s stock after selling 305 shares during the period. Cherry […]
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 […]
Beacon Pointe Advisors LLC reduced its stake in iShares MSCI USA Min Vol Factor ETF (BATS:USMV – Free Report) by 18.0% during the fourth quarter, according to its most recent filing with the SEC. The fund owned 278,833 shares of the company’s stock after selling 61,289 shares during the quarter. Beacon Pointe Advisors LLC owned […]
US Financial Advisors LLC lifted its position in shares of Vanguard Short-Term Corporate Bond ETF (NASDAQ:VCSH – Free Report) by 1.5% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 103,686 shares of the company’s stock after purchasing an additional 1,515 shares during […]
Soundwatch Capital LLC decreased its position in iShares MSCI USA Quality Factor ETF (BATS:QUAL – Free Report) by 17.9% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 7,607 shares of the company’s stock after selling 1,655 shares during the quarter. iShares MSCI USA Quality […]
Baron Silver Stevens Financial Advisors LLC decreased its stake in JPMorgan Ultra-Short Income ETF (NYSEARCA:JPST – Free Report) by 11.8% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 4,993 shares of the company’s stock after selling 665 shares during the […]
Arcataur Capital Management LLC decreased its position in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 1.6% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 142,920 shares of the company’s stock after selling 2,282 shares during the period. iShares […]