iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS) Shares Purchased by My Legacy Advisors LLC
My Legacy Advisors LLC boosted its holdings in iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS – Free Report) by 7.2% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 10,254 shares of the company’s stock after buying an additional 693 shares during the […]
Waldron Private Wealth LLC Trims Stock Holdings in iShares Russell 2000 Growth ETF (NYSEARCA:IWO)
Waldron Private Wealth LLC trimmed its holdings in iShares Russell 2000 Growth ETF (NYSEARCA:IWO – Free Report) by 4.6% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 80,114 shares of the exchange traded fund’s stock after selling 3,894 shares […]
Fortis Group Advisors LLC Raises Stock Position in Vanguard Mid-Cap ETF (NYSEARCA:VO)
Fortis Group Advisors LLC grew its stake in shares of Vanguard Mid-Cap ETF (NYSEARCA:VO – Free Report) by 1,015.0% in the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 16,458 shares of the company’s stock after acquiring an additional 14,982 shares during the period. Fortis Group Advisors LLC’s […]
iShares U.S. Technology ETF (NYSEARCA:IYW) Shares Bought by Financial Life Advisors
Financial Life Advisors grew its stake in shares of iShares U.S. Technology ETF (NYSEARCA:IYW – Free Report) by 3.2% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 52,404 shares of the exchange traded fund’s stock after acquiring an additional 1,646 […]
iShares National Muni Bond ETF (NYSEARCA:MUB) Shares Purchased by Fortis Group Advisors LLC
Fortis Group Advisors LLC boosted its position in shares of iShares National Muni Bond ETF (NYSEARCA:MUB – Free Report) by 62.1% in the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 5,931 shares of the exchange traded fund’s stock after acquiring an additional 2,272 shares […]
iShares Russell 1000 Growth ETF (NYSEARCA:IWF) Shares Sold by Oakworth Capital Inc.
Oakworth Capital Inc. trimmed its holdings in iShares Russell 1000 Growth ETF (NYSEARCA:IWF – Free Report) by 5.0% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 353,630 shares of the exchange traded fund’s stock after selling 18,507 shares during […]
Vanguard Dividend Appreciation ETF (NYSEARCA:VIG) Shares Sold by Leo Wealth LLC
Leo Wealth LLC cut its stake in Vanguard Dividend Appreciation ETF (NYSEARCA:VIG – Free Report) by 1.6% during the 3rd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 36,469 shares of the company’s stock after selling 592 shares during the period. Vanguard Dividend Appreciation ETF makes up 0.7% […]
Vanguard Small-Cap Value ETF (NYSEARCA:VBR) Shares Sold by Waldron Private Wealth LLC
Waldron Private Wealth LLC trimmed its position in Vanguard Small-Cap Value ETF (NYSEARCA:VBR – Free Report) by 4.8% in the third quarter, according to its most recent disclosure with the SEC. The institutional investor owned 172,343 shares of the company’s stock after selling 8,768 shares during the period. Vanguard Small-Cap Value ETF accounts for about […]
Venture Visionary Partners LLC Has $6.33 Million Holdings in iShares Russell 2000 ETF (NYSEARCA:IWM)
Venture Visionary Partners LLC raised its holdings in iShares Russell 2000 ETF (NYSEARCA:IWM – Free Report) by 2.8% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 28,638 shares of the exchange traded fund’s stock after acquiring an additional 770 […]
Maple Capital Management Inc. Cuts Stock Holdings in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH)
Maple Capital Management Inc. decreased its position in shares of iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH – Free Report) by 3.1% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 42,065 shares of the company’s stock after selling 1,362 shares during the […]
Venture Visionary Partners LLC Purchases 1,916 Shares of iShares Russell 2000 Growth ETF (NYSEARCA:IWO)
Venture Visionary Partners LLC increased its holdings in shares of iShares Russell 2000 Growth ETF (NYSEARCA:IWO – Free Report) by 4.9% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 41,163 shares of the exchange traded fund’s stock after […]
Telos Capital Management Inc. Grows Position in iShares Russell 1000 Growth ETF (NYSEARCA:IWF)
Telos Capital Management Inc. increased its position in shares of iShares Russell 1000 Growth ETF (NYSEARCA:IWF – Free Report) by 67.9% during the third quarter, according to its most recent Form 13F filing with the SEC. The firm owned 1,855 shares of the exchange traded fund’s stock after buying an additional 750 shares during the […]
GFG Capital LLC Has $579,000 Position in iShares Russell 1000 Growth ETF (NYSEARCA:IWF)
GFG Capital LLC lowered its holdings in shares of iShares Russell 1000 Growth ETF (NYSEARCA:IWF – Free Report) by 57.5% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 1,542 shares of the exchange traded fund’s stock after selling […]
Flagship Harbor Advisors LLC Acquires New Position in Vanguard Total Stock Market ETF (NYSEARCA:VTI)
Flagship Harbor Advisors LLC bought a new position in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) during the third quarter, according to its most recent 13F filing with the SEC. The institutional investor bought 145,302 shares of the company’s stock, valued at approximately $41,144,000. Vanguard Total Stock Market ETF makes up about 2.3% […]
Vanguard Mid-Cap Value ETF (NYSEARCA:VOE) Shares Sold by Sierra Capital LLC
Sierra Capital LLC cut its position in Vanguard Mid-Cap Value ETF (NYSEARCA:VOE – Free Report) by 57.9% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 2,204 shares of the company’s stock after selling 3,037 shares during the period. Sierra Capital LLC’s […]
Sharkey Howes & Javer Has $1.05 Million Stock Holdings in iShares Russell 2000 ETF (NYSEARCA:IWM)
Sharkey Howes & Javer lifted its position in iShares Russell 2000 ETF (NYSEARCA:IWM – Free Report) by 18.4% during the 3rd quarter, according to the company in its most recent filing with the SEC. The fund owned 4,746 shares of the exchange traded fund’s stock after purchasing an additional 737 shares during the quarter. Sharkey […]
iShares Russell Mid-Cap ETF (NYSEARCA:IWR) is Oakworth Capital Inc.’s 6th Largest Position
Oakworth Capital Inc. boosted its position in shares of iShares Russell Mid-Cap ETF (NYSEARCA:IWR – Free Report) by 1.2% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 1,092,885 shares of the company’s stock after acquiring an additional 13,188 shares during the period. […]
iShares S&P Mid-Cap 400 Growth ETF (NYSEARCA:IJK) Shares Bought by Vicus Capital
Vicus Capital grew its stake in shares of iShares S&P Mid-Cap 400 Growth ETF (NYSEARCA:IJK – Free Report) by 1.4% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 16,915 shares of the company’s stock after purchasing an additional 241 shares during the […]
iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH) Shares Sold by Wooster Corthell Wealth Management Inc.
Wooster Corthell Wealth Management Inc. lessened its position in shares of iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH – Free Report) by 2.3% during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 20,030 shares of the company’s stock after selling 464 shares […]
Vanguard Total Stock Market ETF (NYSEARCA:VTI) Shares Sold by Wooster Corthell Wealth Management Inc.
Wooster Corthell Wealth Management Inc. lessened its stake in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 0.6% during the third quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 173,027 shares of the company’s stock after selling 972 shares during the quarter. […]
SPDR S&P Retail ETF (NYSEARCA:XRT) Shares Acquired by Venture Visionary Partners LLC
Venture Visionary Partners LLC boosted its stake in shares of SPDR S&P Retail ETF (NYSEARCA:XRT – Free Report) by 5.6% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 83,771 shares of the exchange traded fund’s stock after buying an additional 4,456 […]
Telos Capital Management Inc. Has $599,000 Stock Position in iShares MSCI South Korea ETF (NYSEARCA:EWY)
Telos Capital Management Inc. grew its position in iShares MSCI South Korea ETF (NYSEARCA:EWY – Free Report) by 1.9% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 9,362 shares of the exchange traded fund’s stock after acquiring an additional 173 shares during the […]
iShares Global 100 ETF (NYSEARCA:IOO) Reaches New 1-Year High – Here’s Why
iShares Global 100 ETF (NYSEARCA:IOO – Get Free Report) hit a new 52-week high during trading on Tuesday . The stock traded as high as $101.24 and last traded at $100.89, with a volume of 77057 shares trading hands. The stock had previously closed at $100.74. iShares Global 100 ETF Stock Up 0.2 % The […]
Rodgers & Associates LTD Has $5.64 Million Stake in iShares S&P Small-Cap 600 Value ETF (NYSEARCA:IJS)
Rodgers & Associates LTD trimmed its holdings in iShares S&P Small-Cap 600 Value ETF (NYSEARCA:IJS – Free Report) by 0.9% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 52,413 shares of the company’s stock after selling 468 shares during […]
Sharkey Howes & Javer Has $2.48 Million Stock Position in iShares Global Tech ETF (NYSEARCA:IXN)
Sharkey Howes & Javer grew its stake in iShares Global Tech ETF (NYSEARCA:IXN – Free Report) by 18.8% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 30,011 shares of the company’s stock after buying an additional 4,746 shares during the period. Sharkey Howes […]
Warner Financial Inc. Has $3.16 Million Stock Holdings in iShares MSCI Intl Quality Factor ETF (NYSEARCA:IQLT)
Warner Financial Inc. lifted its position in iShares MSCI Intl Quality Factor ETF (NYSEARCA:IQLT – Free Report) by 9.1% in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 76,074 shares of the company’s stock after buying an additional 6,345 shares […]
Fortis Group Advisors LLC Acquires Shares of 32,296 American Century Multisector Income ETF (NYSEARCA:MUSI)
Fortis Group Advisors LLC bought a new stake in shares of American Century Multisector Income ETF (NYSEARCA:MUSI – Free Report) in the third quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor bought 32,296 shares of the company’s stock, valued at approximately $1,443,000. Fortis Group Advisors LLC owned […]
Eastern Bank Has $7.42 Million Stake in Vanguard Total Stock Market ETF (NYSEARCA:VTI)
Eastern Bank grew its holdings in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 2,764.9% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 26,185 shares of the company’s stock after purchasing an additional 25,271 shares during the period. Eastern Bank’s holdings […]
Christensen King & Associates Investment Services Inc. Sells 197 Shares of iShares S&P Small-Cap 600 Value ETF (NYSEARCA:IJS)
Christensen King & Associates Investment Services Inc. cut its position in iShares S&P Small-Cap 600 Value ETF (NYSEARCA:IJS – Free Report) by 2.2% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 8,937 shares of the company’s stock after […]
Christensen King & Associates Investment Services Inc. Acquires 828 Shares of iShares Global 100 ETF (NYSEARCA:IOO)
Christensen King & Associates Investment Services Inc. boosted its holdings in shares of iShares Global 100 ETF (NYSEARCA:IOO – Free Report) by 3.0% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 28,173 shares of the company’s stock after purchasing an […]
RBA Wealth Management LLC Invests $218,000 in Vanguard Utilities ETF (NYSEARCA:VPU)
RBA Wealth Management LLC purchased a new position in shares of Vanguard Utilities ETF (NYSEARCA:VPU – Free Report) during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm purchased 1,254 shares of the company’s stock, valued at approximately $218,000. Several other large investors […]
Sharkey Howes & Javer Reduces Stock Position in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI)
Sharkey Howes & Javer lowered its position in shares of iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI – Free Report) by 13.2% in the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 26,240 shares of the company’s stock after selling 4,001 shares during the period. […]
Rodgers & Associates LTD Cuts Stock Position in Vanguard Extended Market ETF (NYSEARCA:VXF)
Rodgers & Associates LTD cut its holdings in Vanguard Extended Market ETF (NYSEARCA:VXF – Free Report) by 8.8% in the third quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 2,119 shares of the company’s stock after selling 205 shares during the quarter. Rodgers & Associates LTD’s […]
SPDR Gold Shares (NYSEARCA:GLD) Holdings Lifted by Fortis Group Advisors LLC
Fortis Group Advisors LLC boosted its stake in SPDR Gold Shares (NYSEARCA:GLD – Free Report) by 24.6% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 65,963 shares of the exchange traded fund’s stock after acquiring an additional 13,022 shares during […]
Rodgers & Associates LTD Has $611,000 Position in Vanguard S&P 500 Growth ETF (NYSEARCA:VOOG)
Rodgers & Associates LTD grew its stake in Vanguard S&P 500 Growth ETF (NYSEARCA:VOOG – Free Report) by 1.7% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 1,770 shares of the company’s stock after buying an additional 30 shares during the […]
Rodgers & Associates LTD Acquires 1,280 Shares of SPDR S&P Emerging Markets Dividend ETF (NYSEARCA:EDIV)
Rodgers & Associates LTD grew its holdings in shares of SPDR S&P Emerging Markets Dividend ETF (NYSEARCA:EDIV – Free Report) by 2.6% in the 3rd quarter, according to its most recent disclosure with the SEC. The fund owned 50,930 shares of the company’s stock after acquiring an additional 1,280 shares during the period. Rodgers & […]
Venture Visionary Partners LLC Has $5.53 Million Stock Holdings in SPDR Dow Jones Industrial Average ETF Trust (NYSEARCA:DIA)
Venture Visionary Partners LLC lowered its stake in SPDR Dow Jones Industrial Average ETF Trust (NYSEARCA:DIA – Free Report) by 2.9% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 13,063 shares of the exchange traded fund’s stock after selling 388 shares during […]
Hofer & Associates. Inc Has $19.07 Million Stake in SPDR Portfolio S&P 500 Growth ETF (NYSEARCA:SPYG)
Hofer & Associates. Inc cut its position in shares of SPDR Portfolio S&P 500 Growth ETF (NYSEARCA:SPYG – Free Report) by 0.4% in the third quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 229,907 shares of the company’s stock after selling 972 shares during the quarter. […]
8,648 Shares in Invesco Galaxy Bitcoin ETF (NYSEARCA:BTCO) Acquired by Fortis Group Advisors LLC
Fortis Group Advisors LLC acquired a new stake in shares of Invesco Galaxy Bitcoin ETF (NYSEARCA:BTCO – Free Report) in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund acquired 8,648 shares of the company’s stock, valued at approximately $549,000. Fortis Group Advisors LLC owned […]
Foundations Investment Advisors LLC Purchases 43,317 Shares of Avantis U.S. Equity ETF (NYSEARCA:AVUS)
Foundations Investment Advisors LLC boosted its position in shares of Avantis U.S. Equity ETF (NYSEARCA:AVUS – Free Report) by 55.6% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 121,229 shares of the company’s stock after acquiring an additional 43,317 shares during […]
SPDR S&P Emerging Asia Pacific ETF (NYSEARCA:GMF) Stake Boosted by Financial Consulate Inc.
Financial Consulate Inc. grew its holdings in SPDR S&P Emerging Asia Pacific ETF (NYSEARCA:GMF – Free Report) by 6.5% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 81,017 shares of the company’s stock after acquiring an additional 4,940 shares during the period. […]
Invesco S&P 500 Quality ETF (NYSEARCA:SPHQ) Stake Cut by WT Wealth Management
WT Wealth Management trimmed its holdings in shares of Invesco S&P 500 Quality ETF (NYSEARCA:SPHQ – Free Report) by 22.8% during the third quarter, according to its most recent Form 13F filing with the SEC. The firm owned 19,545 shares of the company’s stock after selling 5,782 shares during the period. WT Wealth Management’s holdings […]
Sharkey Howes & Javer Boosts Stock Position in Capital Group U.S. Multi-Sector Income ETF (NYSEARCA:CGMS)
Sharkey Howes & Javer increased its holdings in shares of Capital Group U.S. Multi-Sector Income ETF (NYSEARCA:CGMS – Free Report) by 55.2% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 67,359 shares of the company’s stock after buying an additional 23,949 shares […]
Christensen King & Associates Investment Services Inc. Has $641,000 Stock Holdings in Vanguard Utilities ETF (NYSEARCA:VPU)
Christensen King & Associates Investment Services Inc. lessened its position in Vanguard Utilities ETF (NYSEARCA:VPU – Free Report) by 8.7% during the third quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 3,681 shares of the company’s stock after selling 350 shares during the quarter. Christensen King […]
Calton & Associates Inc. Has $2.58 Million Stake in Invesco S&P 500 GARP ETF (NYSEARCA:SPGP)
Calton & Associates Inc. lifted its position in shares of Invesco S&P 500 GARP ETF (NYSEARCA:SPGP – Free Report) by 27.3% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 24,663 shares of the company’s stock after purchasing an additional 5,291 shares […]
Calton & Associates Inc. Decreases Stock Holdings in SPDR EURO STOXX 50 ETF (NYSEARCA:FEZ)
Calton & Associates Inc. decreased its holdings in shares of SPDR EURO STOXX 50 ETF (NYSEARCA:FEZ – Free Report) by 43.5% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 12,399 shares of the exchange traded fund’s stock after selling 9,545 […]
SPDR SSGA US Sector Rotation ETF (NYSEARCA:XLSR) Stake Boosted by Raleigh Capital Management Inc.
Raleigh Capital Management Inc. raised its position in SPDR SSGA US Sector Rotation ETF (NYSEARCA:XLSR – Free Report) by 15.8% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 114,456 shares of the company’s stock after purchasing an additional 15,606 shares during the quarter. […]
Fortis Group Advisors LLC Purchases 9,883 Shares of NYLI MacKay Shields Municipal Intermediate ETF (NYSEARCA:MMIT)
Fortis Group Advisors LLC increased its position in NYLI MacKay Shields Municipal Intermediate ETF (NYSEARCA:MMIT – Free Report) by 35.4% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 37,838 shares of the company’s stock after acquiring an additional 9,883 shares during the quarter. […]
Flagship Harbor Advisors LLC Acquires Shares of 259,639 Franklin International Core Dividend Tilt Index ETF (NYSEARCA:DIVI)
Flagship Harbor Advisors LLC acquired a new position in shares of Franklin International Core Dividend Tilt Index ETF (NYSEARCA:DIVI – Free Report) in the 3rd quarter, according to its most recent disclosure with the SEC. The fund acquired 259,639 shares of the company’s stock, valued at approximately $8,610,000. Flagship Harbor Advisors LLC owned about 1.05% […]
Vicus Capital Has $7.63 Million Stake in Capital Group U.S. Multi-Sector Income ETF (NYSEARCA:CGMS)
Vicus Capital boosted its stake in Capital Group U.S. Multi-Sector Income ETF (NYSEARCA:CGMS – Free Report) by 5.2% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 273,922 shares of the company’s stock after purchasing an additional 13,527 shares during the period. Capital […]
last updated on 22 Oct 22:27