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Droms Strauss Advisors Inc. MO ADV Takes $200,000 Position in SPDR Portfolio S&P 500 Growth ETF (NYSEARCA:SPYG)

Droms Strauss Advisors Inc. MO ADV bought a new position in shares of SPDR Portfolio S&P 500 Growth ETF (NYSEARCA:SPYG – Get Rating) in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund bought 3,946 shares of the company’s stock, valued at approximately […]
Hb Wealth Management Valmark Advisers Inc Company Profile First Command Advisory Services Inc Exchange Commission Equitable Holdings Inc
Source: wkrb13.com

iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) is Legacy Advisors LLC's 7th Largest Position

Legacy Advisors LLC increased its position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Get Rating) by 64.6% in the fourth quarter, HoldingsChannel reports. The firm owned 88,007 shares of the exchange traded fund’s stock after purchasing an additional 34,533 shares during the quarter. iShares Core S&P Small-Cap ETF accounts for approximately 1.5% of Legacy […]
United States Index Fund Envestnet Asset Management Inc Legacy Advisors First Command Advisory Services Inc Goldman Sachs Group Inc

iShares Core S&P 500 ETF (NYSEARCA:IVV) is Cwm LLC's Largest Position

Cwm LLC lessened its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Get Rating) by 3.1% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 2,883,621 shares of the company’s stock after selling 90,813 shares during […]
United States York Mellon Corp Envestnet Asset Management Inc Company Profile First Command Advisory Services Inc Meiji Yasuda Life Insurance Co

iShares Core S&P 500 ETF (NYSEARCA:IVV) Shares Bought by Janney Capital Management LLC

Janney Capital Management LLC increased its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV – Get Rating) by 300.9% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 2,241 shares of the company’s stock after acquiring an additional 1,682 shares during the quarter. Janney […]
United States Meiji Yasuda Life Insurance Co Exchange Commission Janney Capital Management First Command Advisory Services Inc York Mellon Corp

Private Portfolio Partners LLC Purchases 531 Shares of iShares Core S&P 500 ETF (NYSEARCA:IVV)

Private Portfolio Partners LLC lifted its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Get Rating) by 10.8% during the fourth quarter, Holdings Channel.com reports. The firm owned 5,437 shares of the company’s stock after buying an additional 531 shares during the quarter. Private Portfolio Partners LLC’s holdings in iShares Core S&P […]
United States Holdings Channel Us Bancorp Envestnet Asset Management Inc York Mellon Corp Portfolio Partners

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Cwm LLC Has $1.11 Billion Holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Cwm LLC lowered its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Get Rating) by 3.1% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 2,883,621 shares of the company’s stock after selling 90,813 shares during the quarter. iShares Core S&P […]
United States Exchange Commission Envestnet Asset Management Inc Us Bancorp York Mellon Corp First Command Advisory Services Inc

GoalVest Advisory LLC Has $5.73 Million Stock Holdings in SPDR Portfolio S&P 500 Growth ETF (NYSEARCA:SPYG)

GoalVest Advisory LLC reduced its holdings in shares of SPDR Portfolio S&P 500 Growth ETF (NYSEARCA:SPYG – Get Rating) by 5.3% in the 1st quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 103,493 shares of the company’s stock after selling 5,821 shares during the quarter. SPDR […]
Ci Private Wealth Securities Exchange Commission Moneta Group Investment Advisors First Command Advisory Services Inc Goalvest Advisory Get Rating
Source: wkrb13.com

iShares Core S&P 500 ETF (NYSEARCA:IVV) Shares Sold by Canal Capital Management LLC

Canal Capital Management LLC reduced its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Get Rating) by 1.9% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 20,338 shares of the company’s stock after selling 401 shares during […]
United States York Mellon Corp First Command Advisory Services Inc Exchange Commission Us Bancorp Company Profile

Great Valley Advisor Group Inc. Has $21.17 Million Stock Holdings in SPDR Portfolio S&P 500 Growth ETF (NYSEARCA:SPYG)

Great Valley Advisor Group Inc. lowered its position in shares of SPDR Portfolio S&P 500 Growth ETF (NYSEARCA:SPYG – Get Rating) by 3.1% in the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor owned 417,863 shares of the company’s stock after selling 13,195 shares during the quarter. SPDR Portfolio […]
Capital Management First Command Advisory Services Inc Orgel Wealth Management Royal Bank Cliftonlarsonallen Wealth Advisors Great Valley Advisor Group Inc

Woodmont Investment Counsel LLC Boosts Stake in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Woodmont Investment Counsel LLC boosted its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Get Rating) by 12.4% during the 4th quarter, Holdings Channel.com reports. The firm owned 1,619 shares of the company’s stock after buying an additional 179 shares during the quarter. Woodmont Investment Counsel LLC’s holdings in iShares Core S&P […]
United States York Mellon Corp Woodmont Investment Counsel Envestnet Asset Management Inc Company Profile First Command Advisory Services Inc

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