James J. Burns & Company LLC cut its position in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 0.6% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 9,929 shares of the company’s stock after selling 64 shares during the […]

Catalyst Capital Advisors LLC cut its stake in iShares Russell 1000 ETF (NYSEARCA:IWB – Free Report) by 6.1% in the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 1,527,628 shares of the company’s stock after selling 98,514 shares during the period. iShares Russell 1000 ETF comprises approximately 10.8% […]

Catalyst Private Wealth LLC grew its position in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 5.5% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 29,369 shares of the company’s stock after purchasing an additional 1,536 shares during the quarter. […]

Catalyst Capital Advisors LLC decreased its position in iShares Russell Mid-Cap ETF (NYSEARCA:IWR – Free Report) by 1.9% in the third quarter, according to its most recent Form 13F filing with the SEC. The firm owned 719,519 shares of the company’s stock after selling 13,787 shares during the period. iShares Russell Mid-Cap ETF accounts for […]

FSM Wealth Advisors LLC lessened its position in shares of iShares Russell 2000 Growth ETF (NYSEARCA:IWO – Free Report) by 12.6% during the third quarter, HoldingsChannel reports. The institutional investor owned 1,569 shares of the exchange traded fund’s stock after selling 226 shares during the quarter. FSM Wealth Advisors LLC’s holdings in iShares Russell 2000 […]

Landmark Wealth Management LLC acquired a new stake in shares of iShares Russell 1000 ETF (NYSEARCA:IWB – Free Report) in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 4,383 shares of the company’s stock, valued at approximately $1,378,000. A number of […]

Moloney Securities Asset Management LLC boosted its stake in shares of iShares Russell 1000 Growth ETF (NYSEARCA:IWF – Free Report) by 29.3% in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 6,652 shares of the exchange traded fund’s stock after purchasing an additional 1,506 shares during […]

NorthRock Partners LLC decreased its holdings in shares of iShares Russell 1000 ETF (NYSEARCA:IWB – Free Report) by 22.7% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 6,262 shares of the company’s stock after selling 1,843 shares during the quarter. NorthRock […]

Cary Street Partners Asset Management LLC trimmed its holdings in iShares U.S. Technology ETF (NYSEARCA:IYW – Free Report) by 7.7% during the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 36,445 shares of the exchange traded fund’s stock after selling 3,053 shares during the […]

Greenwood Capital Associates LLC lifted its position in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 2.0% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 37,298 shares of the exchange traded fund’s stock after […]

Ameritas Advisory Services LLC lowered its holdings in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH – Free Report) by 8.1% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 626,305 shares of the company’s stock after selling 55,301 shares during the quarter. iShares Core S&P […]

Ameritas Advisory Services LLC lessened its holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 2.9% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 146,043 shares of the exchange traded fund’s stock after selling 4,352 […]

Falcon Wealth Planning decreased its position in iShares Russell 2000 Value ETF (NYSEARCA:IWN – Free Report) by 2.3% in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 14,540 shares of the company’s stock after selling 338 shares during the period. Falcon Wealth Planning’s holdings […]

North Star Investment Management Corp. boosted its stake in shares of iShares S&P 500 Growth ETF (NYSEARCA:IVW – Free Report) by 5.1% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 530,128 shares of the company’s stock after […]

Austin Private Wealth LLC decreased its stake in iShares National Muni Bond ETF (NYSEARCA:MUB – Free Report) by 4.2% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 312,121 shares of the exchange traded fund’s stock after selling 13,658 shares […]

James J. Burns & Company LLC lessened its holdings in shares of iShares National Muni Bond ETF (NYSEARCA:MUB – Free Report) by 6.2% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 25,801 shares of the exchange traded fund’s stock after […]

Arista Wealth Management LLC raised its stake in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 2.8% during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 26,898 shares of the company’s stock after buying an additional 740 shares during the period. Vanguard S&P 500 […]

James J. Burns & Company LLC lessened its stake in Vanguard S&P 500 Growth ETF (NYSEARCA:VOOG – Free Report) by 9.4% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 1,447 shares of the company’s stock after selling 150 shares during the period. […]

FSM Wealth Advisors LLC increased its holdings in shares of JPMorgan Active Value ETF (NYSEARCA:JAVA – Free Report) by 12.2% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 330,597 shares of the company’s stock after buying an additional 35,956 […]

Arthur M. Cohen & Associates LLC increased its position in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 5.5% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 9,699 shares of the company’s stock after buying an additional 503 […]

FSM Wealth Advisors LLC decreased its stake in SPDR S&P MidCap 400 ETF Trust (NYSEARCA:MDY – Free Report) by 16.4% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 439 shares of the exchange traded fund’s stock after selling 86 shares […]

Falcon Wealth Planning cut its stake in Dimensional International Value ETF (NYSEARCA:DFIV – Free Report) by 37.4% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,135,022 shares of the company’s stock after selling 678,037 shares during the period. Dimensional International […]

Falcon Wealth Planning grew its holdings in iShares S&P Small-Cap 600 Growth ETF (NASDAQ:IJT – Free Report) by 10.3% in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 222,889 shares of the company’s stock after acquiring an additional 20,742 shares during the period. iShares […]

Moloney Securities Asset Management LLC lowered its position in shares of The Coca-Cola Company (NYSE:KO – Free Report) by 4.3% in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 49,289 shares of the company’s stock after selling 2,209 shares during the […]

Moloney Securities Asset Management LLC decreased its position in shares of Block, Inc. (NYSE:SQ – Free Report) by 0.7% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 64,816 shares of the technology company’s stock after selling 489 shares during the period. […]