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Brinker Capital Investments LLC Increases Stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Brinker Capital Investments LLC increased its position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Get Rating) by 5.7% in the 4th quarter, according to the company in its most recent filing with the SEC. The fund owned 498,519 shares of the exchange traded fund’s stock after acquiring an additional 27,029 shares during the quarter. […]
United States York Mellon Corp Brinker Capital Investments First Command Advisory Services Inc Blackrock Inc Envestnet Asset Management Inc
Source: wkrb13.com

Bogart Wealth LLC Has $675,000 Position in Vanguard High Dividend Yield ETF (NYSEARCA:VYM)

Brandywine Oak Private Wealth LLC lowered its stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Get Rating) by 5.8% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 5,492 shares of the exchange traded fund’s stock after selling 336 shares during the […]
United States Brandywine Oak Private Wealth Envestnet Asset Management Inc Goldman Sachs Group Inc York Mellon Corp Index Fund

Financial Sense Advisors Inc. Purchases 51 Shares of iShares Core S&P 500 ETF (NYSEARCA:IVV)

Financial Sense Advisors Inc. lifted its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Get Rating) by 4.9% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 1,084 shares of the company’s stock after purchasing an additional 51 shares during the […]
United States Financial Sense Advisors Inc York Mellon Corp First Command Advisory Services Inc Envestnet Asset Management Inc Exchange Commission

Full Sail Capital LLC Decreases Stake in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Full Sail Capital LLC reduced its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV – Get Rating) by 4.0% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 3,264 shares of the company’s stock after selling 137 shares during the period. Full Sail Capital […]
United States Us Bancorp Wealth Enhancement Advisory Services First Command Advisory Services Inc York Mellon Corp Envestnet Asset Management Inc

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Black Diamond Financial LLC Sells 3,214 Shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Black Diamond Financial LLC trimmed its holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Get Rating) by 10.9% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 26,337 shares of the exchange traded fund’s stock after selling 3,214 shares […]
United States Index Fund First Command Advisory Services Inc Envestnet Asset Management Inc Goldman Sachs Group Inc York Mellon Corp

Wescott Financial Advisory Group LLC Sells 1,187 Shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Wescott Financial Advisory Group LLC lessened its holdings in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Get Rating) by 2.7% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 42,434 shares of the exchange traded fund’s stock after selling 1,187 shares […]
United States Blackrock Inc York Mellon Corp Envestnet Asset Management Inc Wescott Financial Advisory Group Goldman Sachs Group Inc
Source: wkrb13.com

SPDR Portfolio S&P 500 Growth ETF (NYSEARCA:SPYG) is Wrapmanager Inc.'s 4th Largest Position

Wrapmanager Inc. trimmed its position in SPDR Portfolio S&P 500 Growth ETF (NYSEARCA:SPYG – Get Rating) by 5.0% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 154,282 shares of the company’s stock after selling 8,092 shares during the quarter. SPDR Portfolio S&P 500 […]
Royal Bank Orgel Wealth Management Synovus Financial Corp Exchange Commission First Command Advisory Services Inc Reframe Wealth

iShares Core S&P 500 ETF (NYSEARCA:IVV) Stock Holdings Increased by Arkansas Financial Group Inc.

Arkansas Financial Group Inc. increased its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Get Rating) by 3.1% in the 4th quarter, HoldingsChannel reports. The firm owned 46,409 shares of the company’s stock after acquiring an additional 1,393 shares during the quarter. iShares Core S&P 500 ETF makes up approximately 3.9% of […]
United States Exchange Commission York Mellon Corp Us Bancorp Company Profile Envestnet Asset Management Inc

Standpoint Asset Management LLC Purchases New Position in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Standpoint Asset Management LLC acquired 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 Form 13F filing with the Securities & Exchange Commission. The fund acquired 90,000 shares of the company’s stock, valued at approximately $34,579,000. iShares Core S&P 500 […]
United States Securities Exchange Commission Envestnet Asset Management Inc York Mellon Corp Bricktown Capital Standpoint Asset Management

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