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May 17, 2023
KWB Wealth cut its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Get Rating) by 1.4% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 19,022 shares of the company’s stock after selling 261 shares during the quarter. iShares […]
May 17, 2023
Tempus Wealth Planning LLC raised its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV – Get Rating) by 3.2% during the fourth quarter, Holdings Channel reports. The fund owned 12,074 shares of the company’s stock after buying an additional 371 shares during the period. iShares Core S&P 500 ETF makes up approximately 2.8% of Tempus […]
May 17, 2023
BG Investment Services Inc. boosted its position in iShares Core S&P 500 ETF (NYSEARCA:IVV – Get Rating) by 4.4% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 66,387 shares of the company’s stock after acquiring an additional 2,785 shares […]
May 17, 2023
GoalFusion Wealth Management LLC lifted its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV – Get Rating) by 6.3% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 75,744 shares of the company’s stock after buying an additional 4,510 shares during the quarter. […]
May 17, 2023
KWB Wealth increased its holdings in shares of SPDR Portfolio S&P 500 Growth ETF (NYSEARCA:SPYG – Get Rating) by 2.8% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 734,156 shares of the company’s stock after buying an additional 19,704 shares […]
May 17, 2023
Vista Finance LLC lifted its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Get Rating) by 270.5% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 2,560 shares of the company’s stock after purchasing an additional 1,869 […]
May 16, 2023
Lwmg LLC purchased a new stake in shares of SPDR Portfolio S&P 500 Growth ETF (NYSEARCA:SPYG – Get Rating) during the 4th quarter, Holdings Channel reports. The fund purchased 9,872 shares of the company’s stock, valued at approximately $500,000. Several other hedge funds and other institutional investors also recently made changes to their positions in […]
May 16, 2023
Citizens Financial Group Inc RI increased its position in iShares Core S&P 500 ETF (NYSEARCA:IVV – Get Rating) by 0.7% during the fourth quarter, Holdings Channel.com reports. The firm owned 349,706 shares of the company’s stock after buying an additional 2,365 shares during the quarter. iShares Core S&P 500 ETF accounts for approximately 5.2% of […]
May 15, 2023
RiverGlades Family Offices LLC acquired a new position in iShares Core S&P 500 ETF (NYSEARCA:IVV – Get Rating) in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor acquired 55,712 shares of the company’s stock, valued at approximately $21,405,000. iShares Core S&P […]
May 15, 2023
Texas Capital Bank Wealth Management Services Inc. trimmed its position in iShares Core S&P 500 ETF (NYSEARCA:IVV – Get Rating) by 19.7% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 5,727 shares of the company’s stock after selling 1,406 shares […]