Total Wealth Planning LLC reduced its stake in shares of iShares S&P 500 Growth ETF (NYSEARCA:IVW – Free Report) by 4.0% during the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 52,505 shares of the company’s stock after selling 2,165 shares during […]

Lion Street Advisors LLC grew its position in iShares S&P 500 Growth ETF (NYSEARCA:IVW – Free Report) by 28.6% during the third quarter, according to its most recent Form 13F filing with the SEC. The firm owned 4,837 shares of the company’s stock after purchasing an additional 1,075 shares during the period. Lion Street Advisors […]

Hilltop Wealth Advisors LLC reduced its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 1.6% in the third quarter, according to its most recent filing with the SEC. The institutional investor owned 34,556 shares of the company’s stock after selling 554 shares during the period. iShares Core S&P 500 […]

Cwm LLC increased its position in Vanguard Mid-Cap Value ETF (NYSEARCA:VOE – Free Report) by 6.1% in the 3rd quarter, according to the company in its most recent filing with the SEC. The fund owned 62,172 shares of the company’s stock after acquiring an additional 3,575 shares during the quarter. Cwm LLC owned about 0.06% […]

Cwm LLC lowered its position in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI – Free Report) by 28.4% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 91,022 shares of the company’s stock after selling 36,051 shares during the period. Cwm LLC […]

HCR Wealth Advisors boosted its holdings in shares of iShares U.S. Financials ETF (NYSEARCA:IYF – Free Report) by 5.0% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 4,124 shares of the company’s stock after acquiring an additional 195 shares during the quarter. HCR […]

Hexagon Capital Partners LLC lessened its position in shares of iShares MSCI Japan ETF (NYSEARCA:EWJ – Free Report) by 19.3% during the third quarter, HoldingsChannel reports. The institutional investor owned 917 shares of the exchange traded fund’s stock after selling 220 shares during the quarter. Hexagon Capital Partners LLC’s holdings in iShares MSCI Japan ETF […]

Cwm LLC boosted its stake in Vanguard Extended Market ETF (NYSEARCA:VXF – Free Report) by 1.9% during the third quarter, Holdings Channel.com reports. The institutional investor owned 56,105 shares of the company’s stock after acquiring an additional 1,027 shares during the period. Cwm LLC’s holdings in Vanguard Extended Market ETF were worth $10,211,000 at the […]

Total Wealth Planning LLC lifted its holdings in shares of Vanguard Value ETF (NYSEARCA:VTV – Free Report) by 1.8% during the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 299,384 shares of the company’s stock after purchasing an additional 5,324 shares during the quarter. Vanguard Value ETF comprises […]

Martel Wealth Advisors Inc lifted its holdings in iShares National Muni Bond ETF (NYSEARCA:MUB – Free Report) by 3.7% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 89,980 shares of the exchange traded fund’s stock after buying an additional 3,184 shares during […]

Code Waechter LLC acquired a new position in shares of iShares Russell 2000 ETF (NYSEARCA:IWM – Free Report) during the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor acquired 950 shares of the exchange traded fund’s stock, valued at approximately $210,000. Several other institutional investors have also bought and […]

Total Wealth Planning LLC trimmed its stake in Dimensional International Core Equity Market ETF (NYSEARCA:DFAI – Free Report) by 3.2% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 43,790 shares of the company’s stock after selling 1,462 shares during […]

Family Wealth Partners LLC lessened its position in Vanguard FTSE All-World ex-US Small-Cap ETF (NYSEARCA:VSS – Free Report) by 0.7% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 19,036 shares of the company’s stock after selling 136 shares during […]

Octavia Wealth Advisors LLC increased its holdings in shares of SPDR Portfolio S&P 500 Growth ETF (NYSEARCA:SPYG – Free Report) by 16.1% in the 3rd quarter, according to its most recent filing with the SEC. The fund owned 794,117 shares of the company’s stock after purchasing an additional 109,847 shares during the period. SPDR Portfolio […]

Family Wealth Partners LLC trimmed its stake in iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY – Free Report) by 7.0% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 30,224 shares of the company’s stock after selling 2,267 shares during the period. iShares […]

Cwm LLC cut its position in iShares Short Treasury Bond ETF (NASDAQ:SHV – Free Report) by 15.6% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 84,360 shares of the company’s stock after selling 15,596 shares during the quarter. […]

LongView Wealth Management grew its stake in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR – Free Report) by 4.1% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 5,899 shares of the company’s stock after purchasing an additional 231 shares during the quarter. LongView Wealth […]

Priebe Wealth Holdings LLC grew its position in shares of abrdn Physical Gold Shares ETF (NYSEARCA:SGOL – Free Report) by 8.0% in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 10,100 shares of the company’s stock after acquiring an additional 750 […]

Total Wealth Planning LLC cut its holdings in iShares S&P Small-Cap 600 Growth ETF (NASDAQ:IJT – Free Report) by 3.1% during the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 4,084 shares of the company’s stock after selling 129 shares during the period. Total […]

Freestate Advisors LLC acquired a new stake in Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO – Free Report) in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 4,357 shares of the exchange traded fund’s stock, valued at approximately $208,000. […]

Iowa State Bank raised its position in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH – Free Report) by 7.0% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 361,419 shares of the company’s stock after acquiring an additional 23,573 shares during the quarter. […]

Avondale Wealth Management trimmed its holdings in Vanguard Consumer Staples ETF (NYSEARCA:VDC – Free Report) by 59.4% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 1,230 shares of the company’s stock after selling 1,800 shares during the quarter. Avondale Wealth Management’s holdings in […]

McNamara Financial Services Inc. lowered its stake in shares of Vanguard Mid-Cap Growth ETF (NYSEARCA:VOT – Free Report) by 1.9% during the third quarter, Holdings Channel reports. The firm owned 3,330 shares of the company’s stock after selling 65 shares during the period. McNamara Financial Services Inc.’s holdings in Vanguard Mid-Cap Growth ETF were worth […]

UMB Bank n.a. lowered its stake in shares of Vanguard Short-Term Bond ETF (NYSEARCA:BSV – Free Report) by 8.9% in the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 21,131 shares of the company’s stock after selling 2,056 shares during the period. UMB Bank n.a.’s […]

Evexia Wealth LLC boosted its position in Invesco BulletShares 2026 High Yield Corporate Bond ETF (NASDAQ:BSJQ – Free Report) by 15.9% in the 3rd quarter, Holdings Channel reports. The firm owned 23,152 shares of the company’s stock after acquiring an additional 3,170 shares during the quarter. Evexia Wealth LLC’s holdings in Invesco BulletShares 2026 High […]

Evexia Wealth LLC boosted its position in Invesco BulletShares 2024 Corporate Bond ETF (NASDAQ:BSCO – Free Report) by 16.7% during the third quarter, Holdings Channel.com reports. The institutional investor owned 82,746 shares of the company’s stock after purchasing an additional 11,812 shares during the period. Evexia Wealth LLC’s holdings in Invesco BulletShares 2024 Corporate Bond […]

Perfromance Wealth Partners LLC cut its position in iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY – Free Report) by 5.6% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 42,043 shares of the company’s stock after selling 2,509 shares during the quarter. […]

Cwm LLC lowered its position in shares of Invesco BulletShares 2025 Municipal Bond ETF (NASDAQ:BSMP – Free Report) by 1.5% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 332,110 shares of the company’s stock after selling 5,000 shares during the quarter. Cwm […]

McNamara Financial Services Inc. lowered its position in shares of Vanguard Mid-Cap Value ETF (NYSEARCA:VOE – Free Report) by 3.0% in the 3rd quarter, HoldingsChannel.com reports. The institutional investor owned 4,336 shares of the company’s stock after selling 135 shares during the period. McNamara Financial Services Inc.’s holdings in Vanguard Mid-Cap Value ETF were worth […]

Cwm LLC boosted its stake in shares of Invesco BulletShares 2024 High Yield Corporate Bond ETF (NASDAQ:BSJO – Free Report) by 0.5% in the 3rd quarter, Holdings Channel.com reports. The institutional investor owned 441,953 shares of the company’s stock after purchasing an additional 2,141 shares during the period. Cwm LLC’s holdings in Invesco BulletShares 2024 […]

Fiduciary Financial Group LLC grew its holdings in shares of Dimensional International Sustainability Core 1 ETF (NYSEARCA:DFSI – Free Report) by 55.8% in the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 14,040 shares of the company’s stock after buying an additional 5,029 shares during […]

Evexia Wealth LLC grew its holdings in Invesco BulletShares 2027 Corporate Bond ETF (NASDAQ:BSCR – Free Report) by 15.3% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 49,692 shares of the company’s stock after acquiring an additional 6,577 shares during the quarter. Evexia Wealth […]

Watts Gwilliam & Co. LLC bought a new position in iShares Short Treasury Bond ETF (NASDAQ:SHV – Free Report) in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm bought 3,402 shares of the company’s stock, valued at approximately $375,000. Other institutional investors and […]

Cwm LLC grew its holdings in iShares MSCI ACWI ETF (NASDAQ:ACWI – Free Report) by 2.6% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 90,899 shares of the company’s stock after purchasing an additional 2,272 shares during the quarter. Cwm LLC […]

Private Advisory Group LLC trimmed its holdings in shares of Invesco BulletShares 2028 High Yield Corporate Bond ETF (NASDAQ:BSJS – Free Report) by 3.0% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 23,573 shares of the company’s stock after selling 727 shares during […]

McNamara Financial Services Inc. grew its position in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 0.3% in the 3rd quarter, according to its most recent disclosure with the SEC. The fund owned 129,139 shares of the company’s stock after buying an additional 329 shares during the period. Vanguard FTSE Developed Markets ETF […]

HCR Wealth Advisors lessened its position in shares of SPDR Bloomberg Barclays 1-3 Month T-Bill ETF (NYSEARCA:BIL – Free Report) by 12.0% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 8,310 shares of the company’s stock after selling 1,130 shares […]

LongView Wealth Management lifted its holdings in Capital Group Growth ETF (NYSEARCA:CGGR – Free Report) by 14.2% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 284,498 shares of the company’s stock after acquiring an additional 35,411 shares during the quarter. Capital Group […]

Octavia Wealth Advisors LLC reduced its holdings in VanEck Semiconductor ETF (NASDAQ:SMH – Free Report) by 7.4% during the third quarter, according to the company in its most recent filing with the SEC. The fund owned 1,790 shares of the company’s stock after selling 144 shares during the quarter. Octavia Wealth Advisors LLC’s holdings in […]

Code Waechter LLC acquired a new position in iShares Select Dividend ETF (NASDAQ:DVY – Free Report) in the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 7,049 shares of the company’s stock, valued at approximately $952,000. iShares Select Dividend ETF makes up approximately 0.9% […]

HCR Wealth Advisors reduced its stake in shares of iShares Biotechnology ETF (NASDAQ:IBB – Free Report) by 20.4% in the third quarter, according to its most recent filing with the SEC. The fund owned 10,706 shares of the financial services provider’s stock after selling 2,747 shares during the period. HCR Wealth Advisors’ holdings in iShares […]

Family Wealth Partners LLC grew its holdings in shares of Dimensional International High Profitability ETF (BATS:DIHP – Free Report) by 3.3% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 224,682 shares of the company’s stock after purchasing an additional 7,237 […]