Retirement Planning Group LLC lifted its stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 408.7% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 49,102 shares of the exchange traded fund’s stock after acquiring an additional 39,450 shares […]

Sound Income Strategies LLC increased its holdings in iShares Micro-Cap ETF (NYSEARCA:IWC – Free Report) by 7,798.8% during the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 6,635 shares of the exchange traded fund’s stock after buying an additional 6,551 shares during the period. […]

Fiduciary Alliance LLC boosted its position in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 313.0% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 8,335 shares of the company’s stock after buying an additional 6,317 […]

Stablepoint Partners LLC reduced its holdings in iShares S&P 500 Growth ETF (NYSEARCA:IVW – Free Report) by 4.1% in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 21,662 shares of the company’s stock after selling 934 shares during the quarter. Stablepoint Partners […]

Novare Capital Management LLC increased its position in shares of iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH – Free Report) by 4.3% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 117,068 shares of the company’s stock after purchasing an additional 4,852 shares […]

ORG Partners LLC lessened its holdings in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 19.4% in the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 18,471 shares of the exchange traded fund’s stock after selling 4,443 shares during the quarter. ORG […]

Sound Income Strategies LLC increased its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 3.4% in the 3rd quarter, according to its most recent 13F filing with the SEC. The firm owned 10,657 shares of the company’s stock after buying an additional 346 shares during the period. Sound Income […]

Empirical Asset Management LLC lowered its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 0.9% during the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 3,292 shares of the company’s stock after selling 29 shares during the period. […]

Crestmont Private Wealth LLC lifted its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 3.1% in the 3rd quarter, according to its most recent filing with the SEC. The firm owned 100,576 shares of the company’s stock after purchasing an additional 3,026 shares during the period. iShares Core S&P 500 ETF […]

ORG Partners LLC lessened its holdings in iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV – Free Report) by 38.2% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 51,605 shares of the company’s stock after selling 31,851 shares during the period. […]

Sound Income Strategies LLC lifted its holdings in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 36.8% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 1,599 shares of the company’s stock after purchasing an additional 430 shares […]

Bright Financial Advisors Inc. raised its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 2.8% in the third quarter, Holdings Channel.com reports. The fund owned 20,585 shares of the company’s stock after buying an additional 561 shares during the quarter. iShares Core S&P 500 ETF comprises approximately 7.6% of […]

Annex Advisory Services LLC grew its stake in shares of iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH – Free Report) by 6.3% in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 3,707 shares of the company’s stock after buying an additional 219 shares during the period. […]

Novare Capital Management LLC purchased a new stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) in the third quarter, Holdings Channel.com reports. The fund purchased 9,033 shares of the exchange traded fund’s stock, valued at approximately $1,056,000. Other hedge funds and other institutional investors have also recently made changes to their positions […]

Muirfield Wealth Advisors LLC reduced its stake in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 6.4% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 6,765 shares of the company’s stock after selling 461 shares […]

Johnson Bixby & Associates LLC cut its stake in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 1.3% in the third quarter, HoldingsChannel reports. The institutional investor owned 9,660 shares of the company’s stock after selling 126 shares during the quarter. Johnson Bixby & Associates LLC’s holdings in Vanguard Total Stock Market ETF […]

Oxler Private Wealth LLC boosted its stake in shares of iShares S&P Small-Cap 600 Value ETF (NYSEARCA:IJS – Free Report) by 161.6% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 68,083 shares of the company’s stock after purchasing an additional 42,059 […]

Willner & Heller LLC raised its stake in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR – Free Report) by 1.7% during the third quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 4,326 shares of the company’s stock after buying an additional 71 shares during the quarter. […]

Johnson Bixby & Associates LLC lessened its holdings in shares of iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH – Free Report) by 15.1% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 11,925 shares of the company’s stock after selling 2,128 […]

Crestmont Private Wealth LLC raised its stake in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 1.2% in the 3rd quarter, Holdings Channel.com reports. The institutional investor owned 76,493 shares of the exchange traded fund’s stock after purchasing an additional 873 shares during the quarter. iShares Core S&P Small-Cap ETF comprises […]

Grove Bank & Trust grew its holdings in iShares Core S&P Total U.S. Stock Market ETF (NYSEARCA:ITOT – Free Report) by 0.2% in the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 59,426 shares of the company’s stock after buying an additional 116 shares during the […]

High Net Worth Advisory Group LLC grew its stake in shares of Vanguard Information Technology ETF (NYSEARCA:VGT – Free Report) by 43.0% during the third quarter, HoldingsChannel.com reports. The fund owned 4,512 shares of the exchange traded fund’s stock after buying an additional 1,357 shares during the quarter. High Net Worth Advisory Group LLC’s holdings […]

VitalStone Financial LLC increased its position in shares of iShares Russell 1000 Growth ETF (NYSEARCA:IWF – Free Report) by 3.9% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 1,614 shares of the exchange traded fund’s stock after purchasing an additional 61 shares during […]

Koshinski Asset Management Inc. lowered its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 1.5% in the 3rd quarter, according to its most recent filing with the SEC. The fund owned 22,736 shares of the company’s stock after selling 346 shares during the period. iShares Core S&P 500 ETF accounts for […]

ORG Partners LLC raised its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 3.2% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 12,931 shares of the company’s stock after acquiring an additional 395 shares […]

CVA Family Office LLC lifted its holdings in shares of iShares Flexible Income Active ETF (NYSEARCA:BINC – Free Report) by 81.0% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 68,449 shares of the company’s stock after buying an additional 30,641 shares during […]

Muirfield Wealth Advisors LLC raised its holdings in Vanguard Dividend Appreciation ETF (NYSEARCA:VIG – Free Report) by 0.5% during the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 31,704 shares of the company’s stock after purchasing an additional 151 shares during the quarter. Vanguard […]

Adamsbrown Wealth Consultants LLC reduced its stake in Vanguard Information Technology ETF (NYSEARCA:VGT – Free Report) by 18.4% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 555 shares of the exchange traded fund’s stock after selling 125 shares during the period. […]

Johnson Bixby & Associates LLC cut its stake in Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) by 0.4% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 32,008 shares of the company’s stock after selling 141 shares during the period. […]

High Net Worth Advisory Group LLC boosted its position in shares of Vanguard Industrials ETF (NYSEARCA:VIS – Free Report) by 22.4% in the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 4,168 shares of the company’s stock after acquiring an additional 763 shares during the […]

Stegner Investment Associates Inc. trimmed its position in iShares Russell 1000 Growth ETF (NYSEARCA:IWF – Free Report) by 8.4% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 3,279 shares of the exchange traded fund’s stock after selling 300 shares during the quarter. iShares […]

Compagnie Lombard Odier SCmA raised its position in iShares MSCI United Kingdom ETF (NYSEARCA:EWU – Free Report) by 25.8% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 45,929 shares of the company’s stock after purchasing an additional 9,426 shares during the quarter. Compagnie […]

Sound Income Strategies LLC boosted its stake in Vanguard Mega Cap Growth ETF (NYSEARCA:MGK – Free Report) by 222.5% in the third quarter, Holdings Channel reports. The fund owned 1,848 shares of the company’s stock after buying an additional 1,275 shares during the quarter. Sound Income Strategies LLC’s holdings in Vanguard Mega Cap Growth ETF […]

Shira Ridge Wealth Management purchased a new position in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund purchased 351 shares of the company’s stock, valued at approximately $203,000. Several other institutional investors and hedge funds […]

Grove Bank & Trust boosted its stake in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 4.7% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 4,546 shares of the company’s stock after acquiring an additional 206 shares during the […]

Fiduciary Alliance LLC boosted its holdings in Inspire International ETF (NYSEARCA:WWJD – Free Report) by 1.4% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 317,978 shares of the company’s stock after acquiring an additional 4,529 shares during the quarter. Inspire International ETF […]

Affiance Financial LLC lifted its stake in SPDR Portfolio Emerging Markets ETF (NYSEARCA:SPEM – Free Report) by 7.0% in the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 146,663 shares of the company’s stock after purchasing an additional 9,563 shares during the quarter. SPDR […]

Retirement Planning Group LLC acquired a new position in Vanguard Mega Cap ETF (NYSEARCA:MGC – Free Report) during the third quarter, HoldingsChannel.com reports. The fund acquired 979 shares of the company’s stock, valued at approximately $202,000. Other institutional investors and hedge funds have also recently modified their holdings of the company. Zhang Financial LLC grew […]

Carnegie Investment Counsel trimmed its stake in iShares U.S. Technology ETF (NYSEARCA:IYW – Free Report) by 1.9% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 32,887 shares of the exchange traded fund’s stock after selling 624 shares during the quarter. Carnegie Investment […]

Grove Bank & Trust decreased its holdings in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH – Free Report) by 9.1% during the 3rd quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 657,480 shares of the company’s stock after selling 65,900 shares during the quarter. iShares Core S&P […]

Affiance Financial LLC raised its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 2.3% in the 3rd quarter, according to its most recent 13F filing with the SEC. The fund owned 553,284 shares of the company’s stock after acquiring an additional 12,641 shares during the period. iShares Core […]

Patriot Investment Management Group Inc. reduced its holdings in shares of Vanguard Value ETF (NYSEARCA:VTV – Free Report) by 4.1% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 9,434 shares of the company’s stock after selling 405 shares during the quarter. Patriot […]

CVA Family Office LLC trimmed its position in shares of Vanguard Real Estate ETF (NYSEARCA:VNQ – Free Report) by 2.9% during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 7,924 shares of the exchange traded fund’s stock after selling 234 shares during the period. […]

Sound Income Strategies LLC lowered its position in shares of Invesco S&P 500 Equal Weight ETF (NYSEARCA:RSP – Free Report) by 60.8% in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 1,250 shares of the company’s stock after selling 1,936 shares during […]

MorganRosel Wealth Management LLC purchased a new stake in shares of Vanguard Value ETF (NYSEARCA:VTV – Free Report) in the 3rd quarter, Holdings Channel reports. The fund purchased 1,167 shares of the company’s stock, valued at approximately $204,000. Several other hedge funds and other institutional investors also recently bought and sold shares of VTV. Able […]

Koshinski Asset Management Inc. increased its holdings in shares of iShares MSCI EAFE ETF (NYSEARCA:EFA – Free Report) by 62.9% in the 3rd quarter, HoldingsChannel.com reports. The firm owned 15,835 shares of the exchange traded fund’s stock after acquiring an additional 6,114 shares during the period. Koshinski Asset Management Inc.’s holdings in iShares MSCI EAFE […]

Carnegie Investment Counsel lifted its holdings in iShares Russell 2000 Growth ETF (NYSEARCA:IWO – Free Report) by 10.7% in the 3rd quarter, Holdings Channel reports. The firm owned 9,181 shares of the exchange traded fund’s stock after buying an additional 886 shares during the quarter. Carnegie Investment Counsel’s holdings in iShares Russell 2000 Growth ETF […]

Kathleen S. Wright Associates Inc. grew its position in shares of Vanguard Growth ETF (NYSEARCA:VUG – Free Report) by 2.0% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 24,227 shares of the company’s stock after purchasing an additional 464 shares during […]

Sunflower Bank N.A. reduced its holdings in iShares MSCI EAFE ETF (NYSEARCA:EFA – Free Report) by 4.0% during the third quarter, according to the company in its most recent filing with the SEC. The fund owned 13,921 shares of the exchange traded fund’s stock after selling 585 shares during the quarter. Sunflower Bank N.A.’s holdings […]

Harrell Investment Partners LLC grew its holdings in Invesco S&P 500 Equal Weight ETF (NYSEARCA:RSP – Free Report) by 34.4% during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 1,825 shares of the company’s stock after purchasing an additional 467 shares during the period. Harrell […]