Code Waechter LLC acquired a new stake in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) in the third quarter, according to the company in its most recent filing with the SEC. The firm acquired 2,554 shares of the company’s stock, valued at approximately $1,473,000. iShares Core S&P 500 ETF comprises 1.4% of Code […]

LongView Wealth Management lifted its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 15.4% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 1,442 shares of the company’s stock after acquiring an additional 192 shares during the […]

Avondale Wealth Management increased its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 0.9% during the third quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 57,713 shares of the company’s stock after buying an additional 541 shares during the quarter. […]

McNamara Financial Services Inc. trimmed its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 0.2% in the 3rd quarter, HoldingsChannel reports. The firm owned 246,873 shares of the company’s stock after selling 522 shares during the period. iShares Core S&P 500 ETF makes up 28.0% of McNamara Financial Services […]

Simplicity Wealth LLC lessened its stake in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 85.3% in the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 6,630 shares of the company’s stock after selling 38,496 shares during the quarter. Simplicity Wealth LLC’s […]

Code Waechter LLC bought a new position in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm bought 929 shares of the company’s stock, valued at approximately $263,000. Other institutional investors […]

Next Level Private LLC lowered its holdings in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 5.4% in the third quarter, Holdings Channel.com reports. The institutional investor owned 669 shares of the company’s stock after selling 38 shares during the period. Next Level Private LLC’s holdings in Vanguard S&P 500 ETF were […]

Brown Miller Wealth Management LLC cut its position in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH – Free Report) by 1.9% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 30,532 shares of the company’s stock after selling 591 shares during […]

Juncture Wealth Strategies LLC purchased a new stake in shares of Vanguard Value ETF (NYSEARCA:VTV – Free Report) during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 2,328 shares of the company’s stock, valued at approximately $406,000. Several other hedge […]

Fiduciary Financial Group LLC raised its holdings in Vanguard Value ETF (NYSEARCA:VTV – Free Report) by 17.6% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 6,075 shares of the company’s stock after acquiring an additional 911 shares during the quarter. Fiduciary Financial […]

FARMERS & MERCHANTS TRUST Co OF LONG BEACH decreased its position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 3.2% during the 3rd quarter, HoldingsChannel.com reports. The firm owned 5,302 shares of the exchange traded fund’s stock after selling 178 shares during the period. FARMERS & MERCHANTS TRUST Co OF LONG BEACH’s […]