Beaumont Financial Advisors LLC boosted its position in shares of iShares Russell 1000 Growth ETF (NYSEARCA:IWF – Free Report) by 0.8% during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 7,107 shares of the exchange traded fund’s stock after buying an additional 54 shares […]

Dynamic Advisor Solutions LLC cut its stake in iShares Russell Mid-Cap ETF (NYSEARCA:IWR – Free Report) by 1.5% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 12,226 shares of the company’s stock after selling 185 shares during the period. Dynamic Advisor Solutions LLC’s […]

LVW Advisors LLC lessened its position in iShares U.S. Technology ETF (NYSEARCA:IYW – Free Report) by 4.1% in the third quarter, HoldingsChannel reports. The fund owned 13,539 shares of the exchange traded fund’s stock after selling 573 shares during the quarter. LVW Advisors LLC’s holdings in iShares U.S. Technology ETF were worth $2,053,000 as of […]

Beaumont Financial Advisors LLC cut its holdings in shares of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI – Free Report) by 2.6% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 52,693 shares of the company’s stock after selling 1,411 shares during the quarter. Beaumont Financial […]

Dynamic Advisor Solutions LLC cut its holdings in iShares MSCI Japan ETF (NYSEARCA:EWJ – Free Report) by 2.5% during the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 13,927 shares of the exchange traded fund’s stock after selling 363 shares during the period. Dynamic Advisor Solutions LLC’s holdings […]

Castle Rock Wealth Management LLC raised its holdings in shares of iShares U.S. Technology ETF (NYSEARCA:IYW – Free Report) by 5.2% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 12,576 shares of the exchange traded fund’s stock after buying an additional […]

Mather Group LLC. decreased its position in iShares Russell 2000 Value ETF (NYSEARCA:IWN – Free Report) by 13.4% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 1,821 shares of the company’s stock after selling 281 shares during the quarter. Mather Group […]

West Coast Financial LLC cut its position in shares of iShares Morningstar U.S. Equity ETF (NYSEARCA:ILCB – Free Report) by 9.9% in the third quarter, Holdings Channel.com reports. The institutional investor owned 19,439 shares of the company’s stock after selling 2,133 shares during the period. West Coast Financial LLC’s holdings in iShares Morningstar U.S. Equity […]

Cypress Wealth Services LLC trimmed its position in iShares Global Energy ETF (NYSEARCA:IXC – Free Report) by 19.4% during the third quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 9,741 shares of the company’s stock after selling 2,341 shares during the quarter. Cypress Wealth Services LLC’s […]

UMB Bank n.a. lessened its stake in iShares Russell 1000 Value ETF (NYSEARCA:IWD – Free Report) by 10.8% during the 3rd quarter, Holdings Channel.com reports. The firm owned 41,361 shares of the exchange traded fund’s stock after selling 4,983 shares during the quarter. UMB Bank n.a.’s holdings in iShares Russell 1000 Value ETF were worth […]

Marcum Wealth LLC lowered its stake in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI – Free Report) by 7.7% during the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 12,070 shares of the company’s stock after selling 1,004 shares during the period. Marcum Wealth LLC’s holdings in […]

New England Professional Planning Group Inc. boosted its position in iShares Russell Mid-Cap ETF (NYSEARCA:IWR – Free Report) by 10.0% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 8,016 shares of the company’s stock after purchasing an additional 730 shares during […]

Beaumont Financial Advisors LLC cut its holdings in iShares Select Dividend ETF (NASDAQ:DVY – Free Report) by 2.7% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 62,652 shares of the company’s stock after selling 1,756 shares during the quarter. Beaumont Financial Advisors […]

Beaumont Financial Advisors LLC increased its holdings in Fidelity MSCI Information Technology Index ETF (NYSEARCA:FTEC – Free Report) by 3.0% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 25,639 shares of the company’s stock after buying an additional 753 shares during […]

JGP Wealth Management LLC raised its holdings in shares of iShares Select Dividend ETF (NASDAQ:DVY – Free Report) by 1.8% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 77,547 shares of the company’s stock after purchasing an additional 1,392 shares […]

Patten Group Inc. trimmed its position in JPMorgan Diversified Return US Equity ETF (NYSEARCA:JPUS – Free Report) by 5.6% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 3,184 shares of the company’s stock after selling 190 shares during the period. Patten Group Inc. […]

Patten Group Inc. lowered its position in shares of First Trust US Equity Opportunities ETF (NYSEARCA:FPX – Free Report) by 3.9% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 2,967 shares of the company’s stock after selling 120 shares during the quarter. Patten Group […]

Dynamic Advisor Solutions LLC purchased a new stake in iShares U.S. Home Construction ETF (BATS:ITB – Free Report) during the third quarter, HoldingsChannel.com reports. The firm purchased 8,089 shares of the exchange traded fund’s stock, valued at approximately $1,028,000. A number of other large investors have also bought and sold shares of ITB. Blair William […]

JPMorgan US Quality Factor ETF (NYSEARCA:JQUA – Get Free Report)’s stock price hit a new 52-week high during trading on Wednesday . The company traded as high as $56.74 and last traded at $56.74, with a volume of 464831 shares trading hands. The stock had previously closed at $56.55. JPMorgan US Quality Factor ETF Stock […]

Beaumont Financial Advisors LLC decreased its holdings in shares of American Express (NYSE:AXP) by 4.2% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 8,369 shares of the payment services company’s stock after selling 368 shares during the period. Beaumont Financial […]

Beaumont Financial Advisors LLC decreased its holdings in BP p.l.c. (NYSE:BP – Free Report) by 5.1% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 386,296 shares of the oil and gas exploration company’s stock after selling 20,599 shares […]

Victoryshares Dividend Accelerator ETF (NASDAQ:VSDA – Get Free Report) saw a significant decrease in short interest in September. As of September 30th, there was short interest totalling 300 shares, a decrease of 91.2% from the September 15th total of 3,400 shares. Based on an average daily volume of 10,500 shares, the short-interest ratio is currently […]

Marcum Wealth LLC cut its position in American Electric Power Company, Inc. (NASDAQ:AEP – Free Report) by 12.9% during the 3rd quarter, HoldingsChannel reports. The firm owned 3,417 shares of the company’s stock after selling 508 shares during the quarter. Marcum Wealth LLC’s holdings in American Electric Power were worth $351,000 as of its most […]

West Coast Financial LLC trimmed its holdings in Cavco Industries, Inc. (NASDAQ:CVCO – Free Report) by 1.8% in the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 1,650 shares of the construction company’s stock after selling 30 shares during the quarter. West Coast Financial LLC’s […]

UMB Bank n.a. boosted its holdings in American Express (NYSE:AXP) by 6.4% in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 22,133 shares of the payment services company’s stock after purchasing an additional 1,340 shares during the quarter. UMB Bank n.a.’s holdings in American […]