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iShares Core S&P 500 ETF (NYSEARCA:IVV) Stock Holdings Lessened by Sax Wealth Advisors LLC

Sax Wealth Advisors LLC reduced its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV – Get Rating) by 2.1% during the fourth quarter, HoldingsChannel reports. The institutional investor owned 13,321 shares of the company’s stock after selling 290 shares during the period. iShares Core S&P 500 ETF comprises approximately 1.2% of Sax Wealth Advisors LLC’s […]
United States York Mellon Corp Bricktown Capital Sax Wealth Advisors First Command Advisory Services Inc Envestnet Asset Management Inc

B & T Capital Management DBA Alpha Capital Management Boosts Stock Holdings in Vanguard Mid-Cap ETF (NYSEARCA:VO)

Main Street Research LLC decreased its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Get Rating) by 31.3% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 959 shares of the company’s stock after selling 437 shares during the quarter. […]
United States Envestnet Asset Management Inc First Command Advisory Services Inc York Mellon Corp Exchange Commission Bricktown Capital

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Total Clarity Wealth Management Inc. Sells 69 Shares of iShares Core S&P 500 ETF (NYSEARCA:IVV)

Total Clarity Wealth Management Inc. cut its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV – Get Rating) by 1.6% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 4,247 shares of the company’s stock after selling 69 shares during the period. iShares Core S&P 500 […]
United States York Mellon Corp Us Bancorp Clarity Wealth Management Inc Wealth Enhancement Advisory Services Envestnet Asset Management Inc

Newport Capital Group LLC Lowers Stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Newport Capital Group LLC decreased its stake in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Get Rating) by 52.2% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 3,570 shares of the exchange traded fund’s stock after selling 3,893 shares during […]
United States Goldman Sachs Group Inc York Mellon Corp Blackrock Inc Exchange Commission Envestnet Asset Management Inc

GW Henssler & Associates Ltd. Has $1.04 Million Position in iShares Core S&P 500 ETF (NYSEARCA:IVV)

GW Henssler & Associates Ltd. raised its position in iShares Core S&P 500 ETF (NYSEARCA:IVV – Get Rating) by 14.0% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 2,694 shares of the company’s stock after acquiring an additional 330 shares […]
United States First Command Advisory Services Inc Exchange Commission Wealth Enhancement Advisory Services Envestnet Asset Management Inc York Mellon Corp

iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) Shares Bought by Albion Financial Group UT

Albion Financial Group UT lifted its stake in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Get Rating) by 0.6% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 336,961 shares of the exchange traded fund’s stock after buying an additional 2,025 shares during […]
United States First Command Advisory Services Inc Envestnet Asset Management Inc Albion Financial Group Index Fund Goldman Sachs Group Inc

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