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Regatta Capital Group LLC Buys 316 Shares of iShares Core S&P 500 ETF (NYSEARCA:IVV)

Regatta Capital Group LLC lifted its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Get Rating) by 57.4% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 867 shares of the company’s stock after purchasing an additional 316 shares during the […]
United States Us Bancorp Company Profile First Command Advisory Services Inc Regatta Capital Group Envestnet Asset Management Inc
Source: wkrb13.com

iShares Core S&P 500 ETF (NYSEARCA:IVV) Stock Holdings Lessened by Journey Advisory Group LLC

Journey Advisory Group LLC reduced its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Get Rating) by 36.6% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 7,589 shares of the company’s stock after selling 4,379 shares during […]
United States Envestnet Asset Management Inc Company Profile Us Bancorp First Command Advisory Services Inc Journey Advisory Group
Source: wkrb13.com

Vista Wealth Management Group LLC Has $346,000 Holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Vista Wealth Management Group LLC trimmed its holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Get Rating) by 8.5% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 3,651 shares of the exchange traded fund’s stock after selling 341 […]
United States Exchange Commission Vista Wealth Management Group Index Fund Blackrock Inc Goldman Sachs Group Inc

WMS Partners LLC Has $22.93 Million Stock Holdings in Goldman Sachs ActiveBeta Emerging Markets Equity ETF (NYSEARCA:GEM)

WMS Partners LLC increased its position in shares of Goldman Sachs ActiveBeta Emerging Markets Equity ETF (NYSEARCA:GEM – Get Rating) by 39.9% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 809,886 shares of the company’s stock after buying an additional […]
United States Goldman Sachs Activebeta Orion Portfolio Solutions First Command Advisory Services Inc Securities Exchange Commission Naviter Wealth

Condor Capital Management Sells 27 Shares of iShares Core S&P 500 ETF (NYSEARCA:IVV)

Condor Capital Management decreased its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Get Rating) by 0.4% during the 4th quarter, according to the company in its most recent filing with the SEC. The firm owned 7,221 shares of the company’s stock after selling 27 shares during the quarter. Condor Capital Management’s […]
United States Bricktown Capital Envestnet Asset Management Inc York Mellon Corp First Command Advisory Services Inc Company Profile

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PDF Solutions, Inc. (NASDAQ:PDFS) Sees Significant Increase in Short Interest

Richard W. Paul & Associates LLC bought a new position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Get Rating) during the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The fund bought 8,405 shares of the company’s stock, valued at approximately $3,229,000. iShares Core S&P 500 […]
United States York Mellon Corp First Command Advisory Services Inc Us Bancorp Securities Exchange Commission Richardw Paul Associates

Heritage Wealth Advisors Sells 8,660 Shares of iShares Core S&P 500 ETF (NYSEARCA:IVV)

Heritage Wealth Advisors cut its position in iShares Core S&P 500 ETF (NYSEARCA:IVV – Get Rating) by 1.1% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The firm owned 774,387 shares of the company’s stock after selling 8,660 shares during the period. iShares Core S&P 500 ETF […]
United States Us Bancorp First Command Advisory Services Inc York Mellon Corp Wealth Enhancement Advisory Services Envestnet Asset Management Inc

Brookmont Capital Management Lowers Holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Brookmont Capital Management trimmed its holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Get Rating) by 2.2% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 8,491 shares of the exchange traded fund’s stock after selling 190 shares during the quarter. Brookmont […]
United States Goldman Sachs Group Inc Index Fund York Mellon Corp First Command Advisory Services Inc Envestnet Asset Management Inc
Source: wkrb13.com

Park National Corp OH Purchases New Shares in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Park National Corp OH purchased a new stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Get Rating) during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor purchased 3,624 shares of the exchange traded fund’s stock, valued at approximately $343,000. Several other institutional investors […]
United States Envestnet Asset Management Inc Blackrock Inc Park National Corp Securities Exchange Commission First Command Advisory Services Inc

Country Club Bank GFN Sells 603 Shares of KLA Co. (NASDAQ:KLAC)

NSI Retail Advisors LLC acquired a new position in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Get Rating) in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor acquired 24,200 shares of the exchange traded fund’s stock, valued at approximately $2,290,000. iShares Core […]
United States First Command Advisory Services Inc Company Profile Index Fund Retail Advisors York Mellon Corp

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