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Kestra Advisory Services LLC Acquires 136,826 Shares of SPDR Portfolio S&P 500 Growth ETF (NYSEARCA:SPYG)

Kestra Advisory Services LLC lifted its holdings in shares of SPDR Portfolio S&P 500 Growth ETF (NYSEARCA:SPYG – Get Rating) by 35.0% in the fourth quarter, Holdings Channel.com reports. The fund owned 527,517 shares of the company’s stock after purchasing an additional 136,826 shares during the quarter. Kestra Advisory Services LLC’s holdings in SPDR Portfolio […]
First Command Advisory Services Inc Orgel Wealth Management Holdings Channel Capital Management Kestra Advisory Services Cliftonlarsonallen Wealth Advisors
Source: wkrb13.com

Balentine LLC Lowers Stock Holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Balentine LLC reduced its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV – Get Rating) by 55.9% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 182,234 shares of the company’s stock after selling 230,645 shares during the quarter. iShares Core […]
United States York Mellon Corp Envestnet Asset Management Inc First Command Advisory Services Inc Securities Exchange Commission Us Bancorp

Relaxing Retirement Coach Raises Position in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Relaxing Retirement Coach grew its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Get Rating) by 3.9% in the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 5,264 shares of the company’s stock after purchasing an additional 200 shares during the period. iShares Core S&P 500 […]
United States First Command Advisory Services Inc Meiji Yasuda Life Insurance Co York Mellon Corp Envestnet Asset Management Inc Relaxing Retirement Coach

iShares Core S&P 500 ETF (NYSEARCA:IVV) is Bernardo Wealth Planning LLC's 4th Largest Position

Bernardo Wealth Planning LLC boosted its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV – Get Rating) by 0.6% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 39,355 shares of the company’s stock after buying an additional 238 shares during the period. iShares […]
United States Exchange Commission Company Profile Bernardo Wealth Planning First Command Advisory Services Inc York Mellon Corp

iShares Core S&P 500 ETF (NYSEARCA:IVV) is Cypress Financial Planning LLC's 2nd Largest Position

Cypress Financial Planning LLC boosted its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Get Rating) by 1.1% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 59,650 shares of the company’s stock after buying an additional 642 shares during the quarter. […]
United States York Mellon Corp First Command Advisory Services Inc Securities Exchange Commission Company Profile Envestnet Asset Management Inc

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IFG Advisory LLC Has $5.97 Million Stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

IFG Advisory LLC decreased its holdings in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Get Rating) by 67.3% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 63,081 shares of the exchange traded fund’s stock after selling 129,786 shares during the quarter. IFG […]
United States Company Profile First Command Advisory Services Inc Goldman Sachs Group Inc York Mellon Corp Envestnet Asset Management Inc
Source: wkrb13.com

Berger Financial Group Inc Takes Position in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Berger Financial Group Inc bought a new position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Get Rating) during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund bought 2,227 shares of the company’s stock, valued at approximately $856,000. […]
United States Exchange Commission York Mellon Corp First Command Advisory Services Inc Berger Financial Group Inc Us Bancorp

Baron Silver Stevens Financial Advisors LLC Buys 2,149 Shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Baron Silver Stevens Financial Advisors LLC raised its stake in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Get Rating) by 1.4% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 155,646 shares of the exchange traded […]
United States York Mellon Corp Index Fund Envestnet Asset Management Inc Blackrock Inc Company Profile

Paragon Advisors LLC Lowers Holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Paragon Advisors LLC decreased its holdings in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Get Rating) by 77.7% in the 4th quarter, Holdings Channel.com reports. The fund owned 14,216 shares of the exchange traded fund’s stock after selling 49,434 shares during the quarter. Paragon Advisors LLC’s holdings in iShares Core S&P Small-Cap ETF […]
United States York Mellon Corp Envestnet Asset Management Inc Paragon Advisors Blackrock Inc Goldman Sachs Group Inc

iShares Core S&P 500 ETF (NYSEARCA:IVV) is Ballentine Partners LLC's 3rd Largest Position

Ballentine Partners LLC cut its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV – Get Rating) by 11.8% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 408,939 shares of the company’s stock after selling 54,544 shares during the period. […]
United States Meiji Yasuda Life Insurance Co First Command Advisory Services Inc Company Profile Ballentine Partners Exchange Commission

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