CRA Financial Services LLC raised its stake in shares of Invesco S&P 500 Equal Weight ETF (NYSEARCA:RSP – Free Report) by 12.4% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 20,085 shares of the company’s stock after buying […]

Capital Advisors Inc. OK increased its holdings in shares of iShares S&P 500 Growth ETF (NYSEARCA:IVW – Free Report) by 176.1% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 544,486 shares of the company’s stock after purchasing an additional 347,314 […]

Charles Schwab Trust Co trimmed its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 13.3% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 52,388 shares of the company’s stock after selling 8,068 shares during the quarter. iShares […]

Syntegra Private Wealth Group LLC reduced its position in iShares S&P 500 Growth ETF (NYSEARCA:IVW – Free Report) by 11.5% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 13,626 shares of the company’s stock after selling 1,779 shares during the quarter. Syntegra Private Wealth […]

LRI Investments LLC bought a new position in Ford Motor (NYSE:F – Free Report) during the first quarter, according to its most recent filing with the Securities and Exchange Commission. The fund bought 5,075 shares of the auto manufacturer’s stock, valued at approximately $63,000. Other hedge funds and other institutional investors have also made changes […]

Premier Path Wealth Partners LLC lifted its stake in shares of Invesco S&P SmallCap Value with Momentum ETF (NYSEARCA:XSVM – Free Report) by 6.0% in the second quarter, HoldingsChannel reports. The fund owned 37,685 shares of the company’s stock after acquiring an additional 2,134 shares during the period. Premier Path Wealth Partners LLC’s holdings in […]

Fortis Group Advisors LLC raised its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 3.4% in the 3rd quarter, Holdings Channel.com reports. The institutional investor owned 5,092 shares of the company’s stock after acquiring an additional 168 shares during the period. iShares Core S&P 500 ETF makes up about […]

GM Advisory Group Inc. boosted its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 17.7% in the second quarter, according to the company in its most recent disclosure with the SEC. The firm owned 12,873 shares of the company’s stock after purchasing an additional 1,940 shares during the quarter. GM Advisory […]

Main Street Financial Solutions LLC bought a new stake in Dimensional National Municipal Bond ETF (NYSEARCA:DFNM – Free Report) in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund bought 22,195 shares of the company’s stock, valued at approximately $1,031,000. Main Street Financial Solutions LLC […]

Aristides Capital LLC purchased a new stake in Shenandoah Telecommunications (NASDAQ:SHEN – Free Report) in the 1st quarter, according to the company in its most recent Form 13F filing with the SEC. The firm purchased 10,400 shares of the utilities provider’s stock, valued at approximately $181,000. Several other institutional investors and hedge funds have also […]

Cary Street Partners Investment Advisory LLC increased its stake in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 16.1% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 18,509 shares of the company’s stock after buying an additional 2,565 […]

Vickerman Investment Advisors Inc. lowered its stake in shares of SPDR Portfolio S&P 500 ETF (NYSEARCA:SPLG – Free Report) by 10.6% in the 4th quarter, according to the company in its most recent disclosure with the SEC. The firm owned 49,119 shares of the company’s stock after selling 5,803 shares during the quarter. Vickerman Investment […]

180 Wealth Advisors LLC lifted its stake in shares of Schlumberger Limited (NYSE:SLB – Free Report) by 24.3% during the 3rd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 32,087 shares of the oil and gas company’s stock after purchasing an additional 6,273 shares during the period. 180 […]

Regal Investment Advisors LLC bought a new stake in Invesco S&P 500 Equal Weight ETF (NYSEARCA:RSP – Free Report) in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm bought 4,393 shares of the company’s stock, valued at approximately $657,000. Several other large investors have also […]

Sentinel Pension Advisors Inc. lifted its position in Invesco BulletShares 2025 Corporate Bond ETF (NASDAQ:BSCP – Free Report) by 6.1% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 658,123 shares of the company’s stock after acquiring an additional 37,586 shares during the quarter. […]

Industrial Alliance Investment Management Inc. reduced its stake in JPMorgan Ultra-Short Income ETF (NYSEARCA:JPST – Free Report) by 5.1% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 12,837 shares of the company’s stock after selling 696 shares during the […]

Jacobs Levy Equity Management Inc. trimmed its stake in shares of Ryan Specialty Holdings, Inc. (NYSE:RYAN – Free Report) by 50.8% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 441,982 shares of the company’s stock after selling 456,691 shares […]

Laurel Wealth Planning LLC reduced its position in shares of iShares S&P 500 Growth ETF (NYSEARCA:IVW – Free Report) by 1.6% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 57,879 shares of the company’s stock after selling 960 shares during the quarter. iShares S&P […]

JNBA Financial Advisors reduced its holdings in Invesco S&P 500 Low Volatility ETF (NYSEARCA:SPLV – Free Report) by 17.1% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 1,182 shares of the company’s stock after selling 243 shares during the period. […]

Rise Advisors LLC decreased its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 34.5% in the 3rd quarter, HoldingsChannel.com reports. The institutional investor owned 506 shares of the company’s stock after selling 267 shares during the quarter. Rise Advisors LLC’s holdings in iShares Core S&P 500 ETF were worth […]

1832 Asset Management L.P. increased its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 49.1% during the 1st quarter, according to its most recent Form 13F filing with the SEC. The fund owned 138,974 shares of the company’s stock after purchasing an additional 45,769 shares during the period. 1832 Asset Management […]

Cetera Advisors LLC lifted its holdings in shares of FT Vest Nasdaq-100 Buffer ETF – June (BATS:QJUN – Free Report) by 0.4% in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 233,604 shares of the company’s stock after buying an additional 818 […]

Divergent Wealth Advisors lessened its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 14.9% in the 3rd quarter, according to its most recent filing with the SEC. The fund owned 466,039 shares of the company’s stock after selling 81,546 shares during the period. iShares Core S&P 500 ETF makes […]

Stratos Wealth Partners LTD. decreased its holdings in Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) by 0.4% in the third quarter, HoldingsChannel reports. The institutional investor owned 69,919 shares of the company’s stock after selling 295 shares during the period. Stratos Wealth Partners LTD.’s holdings in Vanguard Small-Cap ETF were worth $13,220,000 at the end […]

Tandem Wealth Advisors LLC increased its stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 3.1% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 72,662 shares of the exchange traded fund’s stock after purchasing an additional 2,207 shares during […]

Biondo Investment Advisors LLC increased its position in shares of iShares Russell 1000 Growth ETF (NYSEARCA:IWF – Free Report) by 1.8% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 7,566 shares of the exchange traded fund’s stock after purchasing an […]

Sage Advisory Services Ltd.Co. cut its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 16.1% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 118,676 shares of the company’s stock after selling 22,851 shares during the quarter. iShares Core […]

Legacy Financial Group LLC purchased a new position in iShares Treasury Floating Rate Bond ETF (NYSEARCA:TFLO – Free Report) in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm purchased 87,598 shares of the company’s stock, valued at approximately $4,445,000. iShares Treasury Floating Rate Bond ETF makes […]

Householder Group Estate & Retirement Specialist LLC purchased a new position in Invesco S&P 500 Pure Growth ETF (NYSEARCA:RPG – Free Report) during the third quarter, Holdings Channel.com reports. The firm purchased 13,233 shares of the company’s stock, valued at approximately $399,000. Other hedge funds have also modified their holdings of the company. Beacon Bridge […]

Waverly Advisors LLC lifted its position in Amgen Inc. (NASDAQ:AMGN – Free Report) by 54.4% in the first quarter, Holdings Channel reports. The firm owned 9,628 shares of the medical research company’s stock after acquiring an additional 3,393 shares during the period. Waverly Advisors LLC’s holdings in Amgen were worth $2,737,000 as of its most […]

Keeley Teton Advisors LLC decreased its stake in shares of RPM International Inc. (NYSE:RPM – Free Report) by 2.7% during the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 15,400 shares of the specialty chemicals company’s stock after selling 424 shares […]

Center for Financial Planning Inc. lifted its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 13.3% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 817 shares of the company’s stock after acquiring an additional […]

Sigma Investment Counselors Inc. boosted its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 0.8% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 651,905 shares of the company’s stock after acquiring an additional 5,474 shares during […]

Catalina Capital Group LLC raised its stake in iShares Russell 1000 Growth ETF (NYSEARCA:IWF – Free Report) by 13.6% in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 5,850 shares of the exchange traded fund’s stock after purchasing an additional 701 […]

Envestnet Portfolio Solutions Inc. lowered its position in Vanguard Extended Market ETF (NYSEARCA:VXF – Free Report) by 1.7% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 994,662 shares of the company’s stock after selling 17,529 shares during the […]

Hubbell Strickland Wealth Management LLC increased its stake in shares of iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV – Free Report) by 1.4% during the 3rd quarter, according to the company in its most recent filing with the SEC. The fund owned 52,774 shares of the company’s stock after purchasing an additional 709 shares during […]

Calamos Wealth Management LLC boosted its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 0.4% during the 4th quarter, according to its most recent filing with the SEC. The firm owned 233,501 shares of the company’s stock after purchasing an additional 1,027 shares during the period. iShares Core S&P […]

SageView Advisory Group LLC trimmed its holdings in shares of iShares National Muni Bond ETF (NYSEARCA:MUB – Free Report) by 0.3% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 146,372 shares of the exchange traded fund’s stock after selling 373 shares […]

ForthRight Wealth Management LLC lessened its position in Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB – Free Report) by 7.6% during the third quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 144,795 shares of the company’s stock after selling 11,873 shares during the quarter. Vanguard Tax-Exempt Bond ETF […]

Gradient Capital Advisors LLC lowered its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 1.3% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 56,040 shares of the company’s stock after selling 734 shares during the […]

Cahaba Wealth Management Inc. grew its position in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 2.5% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 572,602 shares of the company’s stock after purchasing an additional 13,908 shares during the […]

Blue Zone Wealth Advisors LLC purchased a new position in shares of SPDR S&P MidCap 400 ETF Trust (NYSEARCA:MDY – Free Report) during the fourth quarter, Holdings Channel reports. The firm purchased 400 shares of the exchange traded fund’s stock, valued at approximately $203,000. A number of other hedge funds have also recently added to […]

Strategic Equity Management lessened its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 73.7% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 8,464 shares of the company’s stock after selling 23,763 shares during the period. iShares Core S&P […]

Edgemoor Investment Advisors Inc. grew its position in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 49.7% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 6,781 shares of the company’s stock after acquiring an additional 2,250 shares […]

Edgemoor Investment Advisors Inc. cut its holdings in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 0.2% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 99,997 shares of the exchange traded fund’s stock after selling 156 shares during the […]

Retirement Financial Solutions LLC decreased its holdings in iShares 7-10 Year Treasury Bond ETF (NASDAQ:IEF – Free Report) by 3.8% in the 3rd quarter, Holdings Channel.com reports. The firm owned 149,500 shares of the exchange traded fund’s stock after selling 5,973 shares during the period. iShares 7-10 Year Treasury Bond ETF comprises 9.2% of Retirement […]

North Growth Management Ltd. lifted its position in shares of Lumentum Holdings Inc. (NASDAQ:LITE – Free Report) by 0.5% during the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 219,000 shares of the technology company’s stock after purchasing an additional 1,000 shares during the quarter. Lumentum […]

Leverty Financial Group LLC lessened its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 0.4% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 47,649 shares of the company’s stock after selling 212 shares […]

Charter Oak Capital Management LLC raised its stake in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 1.3% in the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 61,722 shares of the company’s stock after buying an additional 801 shares during […]

Lyell Wealth Management LP trimmed its holdings in shares of Invesco S&P 500 Equal Weight ETF (NYSEARCA:RSP – Free Report) by 9.4% during the third quarter, Holdings Channel reports. The firm owned 22,865 shares of the company’s stock after selling 2,382 shares during the quarter. Lyell Wealth Management LP’s holdings in Invesco S&P 500 Equal […]