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. […]

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. […]

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 […]

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 […]

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. […]

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

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. […]

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

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. […]

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 […]

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. […]

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

Stone Point Wealth LLC reduced its stake in Vanguard Short-Term Inflation-Protected Securities ETF (NASDAQ:VTIP – Free Report) by 3.6% during the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 11,898 shares of the company’s stock after selling 445 shares during the period. Stone Point […]

Sonata Capital Group Inc. cut its stake in shares of iShares U.S. Industrials ETF (BATS:IYJ – Free Report) by 16.7% during the third quarter, HoldingsChannel.com reports. The firm owned 2,000 shares of the company’s stock after selling 400 shares during the period. Sonata Capital Group Inc.’s holdings in iShares U.S. Industrials ETF were worth $267,000 […]

Aspire Wealth Management Corp grew its position in shares of iShares MSCI EAFE Value ETF (BATS:EFV – Free Report) by 132.0% in the 3rd quarter, HoldingsChannel.com reports. The fund owned 22,669 shares of the company’s stock after acquiring an additional 12,898 shares during the period. Aspire Wealth Management Corp’s holdings in iShares MSCI EAFE Value […]

Aspire Wealth Management Corp lifted its holdings in Vanguard Total International Bond ETF (NASDAQ:BNDX – Free Report) by 4.8% in the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 26,181 shares of the company’s stock after purchasing an additional 1,204 shares during the quarter. […]

Sonata Capital Group Inc. acquired a new position in shares of Vanguard Total Bond Market ETF (NASDAQ:BND – Free Report) during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 9,201 shares of the company’s stock, valued at approximately $691,000. […]

Smith Thornton Advisors LLC trimmed its stake in Starbucks Co. (NASDAQ:SBUX – Free Report) by 4.9% during the 3rd quarter, HoldingsChannel.com reports. The firm owned 5,332 shares of the coffee company’s stock after selling 277 shares during the period. Smith Thornton Advisors LLC’s holdings in Starbucks were worth $520,000 as of its most recent filing […]

Smith Thornton Advisors LLC grew its stake in shares of The Procter & Gamble Company (NYSE:PG – Free Report) by 3.7% in the third quarter, Holdings Channel reports. The firm owned 5,515 shares of the company’s stock after acquiring an additional 196 shares during the period. Smith Thornton Advisors LLC’s holdings in Procter & Gamble […]

Smith Thornton Advisors LLC bought a new position in Bristol-Myers Squibb (NYSE:BMY – Free Report) during the 3rd quarter, Holdings Channel.com reports. The institutional investor bought 3,911 shares of the biopharmaceutical company’s stock, valued at approximately $202,000. Several other hedge funds have also modified their holdings of BMY. Patriot Financial Group Insurance Agency LLC raised […]