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NEIRG Wealth Management LLC Raises Stake in SPDR Portfolio S&P 500 High Dividend ETF (NYSEARCA:SPYD)

NEIRG Wealth Management LLC grew its holdings in shares of SPDR Portfolio S&P 500 High Dividend ETF (NYSEARCA:SPYD – Get Rating) by 13.2% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 266,164 shares of the company’s stock after acquiring an additional 31,123 shares during […]
Heartwood Wealth Advisors Company Profile Jpmorgan Chase Co First Command Advisory Services Inc First Command Bank Wealth Management
Source: wkrb13.com

Simplicity Solutions LLC Sells 9,441 Shares of iShares Core S&P 500 ETF (NYSEARCA:IVV)

Simplicity Solutions LLC reduced its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Get Rating) by 21.1% in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 35,373 shares of the company’s stock after selling 9,441 shares during the quarter. iShares […]
United States First Command Advisory Services Inc Simplicity Solutions Company Profile Wealth Enhancement Advisory Services Us Bancorp

iShares Core S&P 500 ETF (NYSEARCA:IVV) is Silver Oak Securities Incorporated's 8th Largest Position

Silver Oak Securities Incorporated lifted its position in iShares Core S&P 500 ETF (NYSEARCA:IVV – Get Rating) by 2.2% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 24,796 shares of the company’s stock after acquiring an additional 536 shares […]
United States First Command Advisory Services Inc York Mellon Corp Us Bancorp Silver Oak Securities Incorporated Company Profile
Source: wkrb13.com

Congress Wealth Management LLC DE Cuts Stock Position in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Congress Wealth Management LLC DE lowered its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV – Get Rating) by 43.2% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 27,825 shares of the company’s stock after selling 21,122 shares during the period. […]
United States Exchange Commission Meiji Yasuda Life Insurance Co Envestnet Asset Management Inc First Command Advisory Services Inc Congress Wealth Management
Source: wkrb13.com

Welch & Forbes LLC Has $2.88 Million Position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Welch & Forbes LLC raised its holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Get Rating) by 0.9% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 30,432 shares of the exchange traded fund’s stock after buying an additional 266 shares during the period. […]
United States Company Profile First Command Advisory Services Inc Goldman Sachs Group Inc Welch Forbes York Mellon Corp

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Stock Yards Bank & Trust Co. Purchases 7,813 Shares of iShares Core S&P 500 ETF (NYSEARCA:IVV)

Stock Yards Bank & Trust Co. raised its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV – Get Rating) by 6.1% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 135,549 shares of the company’s stock after purchasing an additional 7,813 […]
United States York Mellon Corp First Command Advisory Services Inc Envestnet Asset Management Inc Meiji Yasuda Life Insurance Co Securities Exchange Commission

11,448 Shares in iShares Core S&P 500 ETF (NYSEARCA:IVV) Purchased by Breakwater Capital Group

Breakwater Capital Group bought a new position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Get Rating) during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund bought 11,448 shares of the company’s stock, valued at approximately $4,399,000. iShares Core S&P 500 ETF accounts […]
United States Breakwater Capital Group Envestnet Asset Management Inc Meiji Yasuda Life Insurance Co York Mellon Corp First Command Advisory Services Inc
Source: wkrb13.com

Alera Investment Advisors LLC Acquires 4,206 Shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Alera Investment Advisors LLC lifted its holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Get Rating) by 28.0% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 19,214 shares of the exchange traded fund’s stock after purchasing an […]
United States Securities Exchange Commission Envestnet Asset Management Inc Blackrock Inc York Mellon Corp Company Profile
Source: wkrb13.com

iShares Core S&P 500 ETF (NYSEARCA:IVV) Holdings Raised by Garrison Point Advisors LLC

Garrison Point Advisors LLC raised its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV – Get Rating) by 22.8% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 7,462 shares of the company’s stock after purchasing an additional 1,387 shares during the quarter. […]
United States Envestnet Asset Management Inc Wealth Enhancement Advisory Services First Command Advisory Services Inc Us Bancorp York Mellon Corp

Gladstone Institutional Advisory LLC Has $22.46 Million Holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Gladstone Institutional Advisory LLC raised its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Get Rating) by 2.3% in the fourth quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 58,466 shares of the company’s stock after purchasing an additional 1,295 shares during the […]
United States First Command Advisory Services Inc York Mellon Corp Meiji Yasuda Life Insurance Co Envestnet Asset Management Inc Gladstone Institutional Advisory

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