Portside Wealth Group LLC decreased its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 1.8% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 7,401 shares of the company’s stock after selling 136 shares during the period. […]

Aspire Wealth Management Corp lowered its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 3.6% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 570 shares of the company’s stock after selling 21 shares during the quarter. […]

Stone Point Wealth LLC grew its stake in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 6.0% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 18,460 shares of the company’s stock after buying an additional 1,044 shares during […]

Aspire Wealth Management Corp reduced its position in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report) by 1.5% in the third quarter, HoldingsChannel.com reports. The firm owned 4,037 shares of the company’s stock after selling 62 shares during the period. Aspire Wealth Management Corp’s holdings in iShares S&P 500 Value ETF were […]

SFG Wealth Management LLC. lessened its stake in shares of iShares Russell 2000 ETF (NYSEARCA:IWM – Free Report) by 12.5% during the third quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 1,897 shares of the exchange traded fund’s stock after selling 271 shares during the quarter. […]

Strategic Family Wealth Counselors L.L.C. boosted its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 9.7% in the third quarter, HoldingsChannel.com reports. The fund owned 758 shares of the company’s stock after purchasing an additional 67 shares during the period. Strategic Family Wealth Counselors L.L.C.’s holdings in iShares Core […]

Stiles Financial Services Inc lowered its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 15.0% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 1,167 shares of the company’s stock after selling 206 shares during the period. Stiles […]

Portside Wealth Group LLC grew its holdings in iShares TIPS Bond ETF (NYSEARCA:TIP – Free Report) by 38.3% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 28,842 shares of the exchange traded fund’s stock after purchasing an additional 7,989 shares during […]

Stone Point Wealth LLC trimmed its stake in Vanguard S&P Small-Cap 600 Value ETF (NYSEARCA:VIOV – Free Report) by 4.1% during the third quarter, according to its most recent disclosure with the SEC. The fund owned 4,237 shares of the company’s stock after selling 183 shares during the quarter. Stone Point Wealth LLC’s holdings in […]

Hollencrest Capital Management cut its holdings in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH – Free Report) by 26.6% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 15,178 shares of the company’s stock after selling 5,489 shares during the quarter. Hollencrest Capital Management’s […]

Presidio Capital Management LLC cut its position in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH – Free Report) by 15.3% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 17,763 shares of the company’s stock after selling 3,205 shares during the […]

Capital Performance Advisors LLP reduced its stake in iShares S&P 500 Growth ETF (NYSEARCA:IVW – Free Report) by 2.3% during the third quarter, Holdings Channel.com reports. The institutional investor owned 22,534 shares of the company’s stock after selling 519 shares during the period. iShares S&P 500 Growth ETF comprises 0.7% of Capital Performance Advisors LLP’s […]

Stone Point Wealth LLC lifted its holdings in Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) by 6.1% during the third quarter, according to its most recent Form 13F filing with the SEC. The firm owned 9,940 shares of the company’s stock after purchasing an additional 572 shares during the period. Stone Point Wealth LLC’s holdings […]

Strategic Family Wealth Counselors L.L.C. grew its position in iShares S&P 500 Growth ETF (NYSEARCA:IVW – Free Report) by 30.9% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 6,179 shares of the company’s stock after acquiring an additional 1,459 […]

First National Bank & Trust Co. of Newtown lifted its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 16.6% during the third quarter, Holdings Channel.com reports. The institutional investor owned 1,731 shares of the company’s stock after acquiring an additional 247 shares during the quarter. First National Bank & Trust Co. […]

FJ Investments LLC lessened its stake in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 0.3% during the 3rd quarter, Holdings Channel reports. The fund owned 1,649,295 shares of the company’s stock after selling 5,555 shares during the quarter. Vanguard S&P 500 ETF comprises 86.2% of FJ Investments LLC’s portfolio, making the […]

Sonata Capital Group Inc. grew its position in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 3.8% in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 8,513 shares of the exchange traded fund’s stock after acquiring an […]

ABLE Financial Group LLC bought a new stake in iShares TIPS Bond ETF (NYSEARCA:TIP – Free Report) in the third quarter, Holdings Channel.com reports. The firm bought 3,597 shares of the exchange traded fund’s stock, valued at approximately $397,000. Other hedge funds and other institutional investors have also recently modified their holdings of the company. […]

JB Capital LLC grew its stake in Vanguard Growth ETF (NYSEARCA:VUG – Free Report) by 24.9% in the third quarter, Holdings Channel.com reports. The institutional investor owned 1,371 shares of the company’s stock after buying an additional 273 shares during the quarter. JB Capital LLC’s holdings in Vanguard Growth ETF were worth $527,000 at the […]

LGT Financial Advisors LLC boosted its holdings in iShares Core MSCI Europe ETF (NYSEARCA:IEUR – Free Report) by 673.7% during the 3rd quarter, HoldingsChannel.com reports. The fund owned 441 shares of the company’s stock after buying an additional 384 shares during the period. LGT Financial Advisors LLC’s holdings in iShares Core MSCI Europe ETF were […]

SFG Wealth Management LLC. decreased its position in Vanguard High Dividend Yield ETF (NYSEARCA:VYM – Free Report) by 28.3% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 2,150 shares of the company’s stock after selling 850 shares during the period. SFG […]

Foster & Motley Inc. cut its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 10.9% during the third quarter, Holdings Channel reports. The fund owned 1,336 shares of the company’s stock after selling 164 shares during the quarter. Foster & Motley Inc.’s holdings in iShares Core S&P 500 ETF […]

Hollencrest Capital Management reduced its holdings in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 7.3% during the third quarter, according to the company in its most recent filing with the SEC. The fund owned 72,917 shares of the company’s stock after selling 5,759 shares during the quarter. Vanguard Total Stock Market ETF […]

Aspire Wealth Management Corp reduced its position in shares of Vanguard Mega Cap ETF (NYSEARCA:MGC – Free Report) by 2.0% in the 3rd quarter, HoldingsChannel reports. The firm owned 10,865 shares of the company’s stock after selling 222 shares during the period. Vanguard Mega Cap ETF accounts for about 1.2% of Aspire Wealth Management Corp’s […]

Heritage Wealth Management Inc. lowered its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 41.8% in the 3rd quarter, Holdings Channel.com reports. The institutional investor owned 12,511 shares of the company’s stock after selling 8,982 shares during the period. Heritage Wealth Management Inc.’s holdings in iShares Core U.S. […]

Verity Asset Management Inc. lessened its stake in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 9.0% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 2,188 shares of the company’s stock after selling 216 shares during the quarter. Verity Asset […]

Sonata Capital Group Inc. raised its holdings in Vanguard Information Technology ETF (NYSEARCA:VGT – Free Report) by 2.6% during the 3rd quarter, HoldingsChannel.com reports. The fund owned 739 shares of the exchange traded fund’s stock after buying an additional 19 shares during the period. Sonata Capital Group Inc.’s holdings in Vanguard Information Technology ETF were […]

Hollencrest Capital Management increased its stake in shares of Vanguard Dividend Appreciation ETF (NYSEARCA:VIG – Free Report) by 0.7% during the third quarter, Holdings Channel.com reports. The institutional investor owned 35,895 shares of the company’s stock after buying an additional 265 shares during the quarter. Hollencrest Capital Management’s holdings in Vanguard Dividend Appreciation ETF were […]

Foster & Motley Inc. lowered its position in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 4.8% in the third quarter, HoldingsChannel.com reports. The fund owned 3,330 shares of the exchange traded fund’s stock after selling 167 shares during the quarter. Foster & Motley Inc.’s holdings in iShares Core S&P Small-Cap […]

Leavell Investment Management Inc. grew its holdings in shares of Vanguard Dividend Appreciation ETF (NYSEARCA:VIG – Free Report) by 1.3% during the third quarter, Holdings Channel.com reports. The institutional investor owned 61,343 shares of the company’s stock after purchasing an additional 760 shares during the quarter. Leavell Investment Management Inc.’s holdings in Vanguard Dividend Appreciation […]

Leavell Investment Management Inc. increased its stake in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 7.9% during the third quarter, Holdings Channel reports. The firm owned 56,482 shares of the company’s stock after acquiring an additional 4,151 shares during the period. Vanguard S&P 500 ETF makes up approximately 1.5% of Leavell Investment Management […]

ABLE Financial Group LLC boosted its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 6.7% during the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 99,264 shares of the company’s stock after purchasing an additional 6,221 shares during […]

Stone Point Wealth LLC cut its stake in shares of Invesco Preferred ETF (NYSEARCA:PGX – Free Report) by 4.7% in the third quarter, according to the company in its most recent disclosure with the SEC. The firm owned 22,650 shares of the company’s stock after selling 1,125 shares during the quarter. Stone Point Wealth LLC’s […]

Montecito Bank & Trust cut its holdings in shares of iShares S&P Mid-Cap 400 Growth ETF (NYSEARCA:IJK – Free Report) by 1.8% during the third quarter, HoldingsChannel.com reports. The fund owned 8,137 shares of the company’s stock after selling 150 shares during the period. Montecito Bank & Trust’s holdings in iShares S&P Mid-Cap 400 Growth […]

Smith Thornton Advisors LLC decreased its holdings in VanEck Floating Rate ETF (NYSEARCA:FLTR – Free Report) by 1.9% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The fund owned 67,363 shares of the company’s stock after selling 1,324 shares during the quarter. VanEck Floating Rate ETF accounts […]

Philip James Wealth Mangement LLC acquired a new stake in shares of iShares MSCI EAFE ETF (NYSEARCA:EFA – Free Report) in the 3rd quarter, HoldingsChannel reports. The institutional investor acquired 3,412 shares of the exchange traded fund’s stock, valued at approximately $285,000. A number of other institutional investors have also recently made changes to their […]

Aspire Wealth Management Corp reduced its holdings in SPDR Portfolio S&P 500 ETF (NYSEARCA:SPLG – Free Report) by 9.7% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 58,744 shares of the company’s stock after selling 6,343 shares during the period. […]

Hollencrest Capital Management decreased its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 0.6% in the third quarter, Holdings Channel.com reports. The firm owned 26,382 shares of the company’s stock after selling 150 shares during the period. Hollencrest Capital Management’s holdings in iShares Core U.S. Aggregate Bond ETF […]

Smith Thornton Advisors LLC boosted its stake in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI – Free Report) by 4.2% during the third quarter, Holdings Channel.com reports. The institutional investor owned 4,956 shares of the company’s stock after acquiring an additional 200 shares during the period. Smith Thornton Advisors LLC’s holdings in JPMorgan Equity Premium Income […]

ABLE Financial Group LLC acquired a new stake in shares of iShares 10-20 Year Treasury Bond ETF (NYSEARCA:TLH – Free Report) during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm acquired 2,890 shares of the company’s stock, valued at approximately $316,000. Other institutional […]

Hollencrest Capital Management cut its holdings in shares of SPDR S&P Dividend ETF (NYSEARCA:SDY – Free Report) by 9.1% during the third quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 13,571 shares of the company’s stock after selling 1,365 shares during the period. Hollencrest Capital Management’s […]

Aspire Wealth Management Corp boosted its stake in Invesco S&P MidCap Momentum ETF (NYSEARCA:XMMO – Free Report) by 1.2% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 105,435 shares of the company’s stock after buying an additional 1,230 shares during the quarter. […]

Hollencrest Capital Management lowered its stake in shares of SPDR Doubleline Total Return Tactical ETF (NYSEARCA:TOTL – Free Report) by 5.6% in the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 53,263 shares of the company’s stock after selling 3,170 shares during the quarter. Hollencrest Capital […]

Philip James Wealth Mangement LLC raised its holdings in shares of JPMorgan Ultra-Short Income ETF (NYSEARCA:JPST – Free Report) by 0.5% during the 3rd quarter, Holdings Channel.com reports. The firm owned 241,607 shares of the company’s stock after acquiring an additional 1,132 shares during the quarter. JPMorgan Ultra-Short Income ETF comprises approximately 1.5% of Philip […]

Strategic Family Wealth Counselors L.L.C. grew its position in Invesco S&P 500 Equal Weight ETF (NYSEARCA:RSP – Free Report) by 9.1% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 49,753 shares of the company’s stock after purchasing an additional […]

Smith Thornton Advisors LLC decreased its holdings in shares of iShares U.S. Treasury Bond ETF (BATS:GOVT – Free Report) by 1.4% in the 3rd quarter, Holdings Channel reports. The firm owned 145,338 shares of the company’s stock after selling 2,034 shares during the quarter. iShares U.S. Treasury Bond ETF comprises about 2.2% of Smith Thornton […]

Confluence Investment Management LLC increased its position in SPDR Portfolio Developed World ex-US ETF (NYSEARCA:SPDW – Free Report) by 3.7% during the third quarter, according to its most recent Form 13F filing with the SEC. The fund owned 852,528 shares of the company’s stock after buying an additional 30,313 shares during the period. Confluence Investment […]

Advocacy Wealth Management Services LLC lowered its position in iShares Floating Rate Bond ETF (BATS:FLOT – Free Report) by 26.0% in the 3rd quarter, according to its most recent 13F filing with the SEC. The firm owned 117,050 shares of the company’s stock after selling 41,085 shares during the period. iShares Floating Rate Bond ETF […]

Shares of SPDR SSGA US Large Cap Low Volatility Index ETF (NYSEARCA:LGLV – Get Free Report) reached a new 52-week high on Friday . The company traded as high as $173.66 and last traded at $173.66, with a volume of 1597 shares. The stock had previously closed at $172.05. SPDR SSGA US Large Cap Low […]

Stone Point Wealth LLC raised its stake in shares of Vanguard Global ex-U.S. Real Estate ETF (NASDAQ:VNQI – Free Report) by 4.6% in the third quarter, Holdings Channel.com reports. The fund owned 28,530 shares of the company’s stock after purchasing an additional 1,251 shares during the period. Stone Point Wealth LLC’s holdings in Vanguard Global […]