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Chapin Davis Inc. Purchases Shares of 22,009 iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Chapin Davis Inc. acquired a new position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Get Rating) during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor acquired 22,009 shares of the exchange traded fund’s stock, valued at approximately $2,083,000. iShares Core S&P Small-Cap ETF […]
United States Index Fund Chapin Davis Inc Securities Exchange Commission First Command Advisory Services Inc York Mellon Corp

Cutler Investment Counsel LLC Decreases Holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Cutler Investment Counsel LLC decreased its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV – Get Rating) by 10.7% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 13,467 shares of the company’s stock after selling 1,619 shares during the quarter. Cutler […]
United States Cutler Investment Counsel York Mellon Corp Us Bancorp Securities Exchange Commission First Command Advisory Services Inc

UNIUM Achieves Self Reported Market Cap of $533.36 Million (UNM)

Boston Financial Mangement LLC increased its position in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Get Rating) by 3.5% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 120,506 shares of the exchange traded fund’s stock after acquiring an […]
United States Goldman Sachs Group Inc Envestnet Asset Management Inc Index Fund Boston Financial Mangement Exchange Commission

iShares Core S&P 500 ETF (NYSEARCA:IVV) Shares Bought by Baker Tilly Wealth Management LLC

Baker Tilly Wealth Management LLC lifted its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Get Rating) by 7.8% in the fourth quarter, Holdings Channel reports. The institutional investor owned 17,918 shares of the company’s stock after buying an additional 1,289 shares during the quarter. iShares Core S&P 500 ETF accounts for […]
United States First Command Advisory Services Inc Baker Tilly Wealth Management Exchange Commission Us Bancorp Envestnet Asset Management Inc

Oregon Public Employees Retirement Fund Increases Position in Occidental Petroleum Co. (NYSE:OXY)

Comerica Bank lowered its position in iShares Core S&P 500 ETF (NYSEARCA:IVV – Get Rating) by 1.8% in the fourth quarter, Holdings Channel reports. The fund owned 543,158 shares of the company’s stock after selling 9,898 shares during the period. iShares Core S&P 500 ETF makes up approximately 1.7% of Comerica Bank’s portfolio, making the […]
United States York Mellon Corp Envestnet Asset Management Inc First Command Advisory Services Inc Holdings Channel Comerica Bank

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Inspire Advisors LLC Buys 106 Shares of iShares Core S&P 500 ETF (NYSEARCA:IVV)

Inspire Advisors LLC increased its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Get Rating) by 8.6% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 1,333 shares of the company’s stock after acquiring an additional 106 shares during the […]
United States York Mellon Corp Meiji Yasuda Life Insurance Co Envestnet Asset Management Inc First Command Advisory Services Inc Inspire Advisors

iShares Core S&P 500 ETF (NYSEARCA:IVV) Shares Sold by Charles Schwab Trust Co

Charles Schwab Trust Co lessened its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV – Get Rating) by 5.3% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 73,560 shares of the company’s stock after selling 4,095 shares during the period. […]
United States Envestnet Asset Management Inc Charles Schwab Trust Co Us Bancorp Exchange Commission York Mellon Corp

Strategic Blueprint LLC Has $7.11 Million Stock Position in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Strategic Blueprint LLC lifted its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Get Rating) by 23.0% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 18,516 shares of the company’s stock after purchasing an additional 3,461 shares during the […]
United States Us Bancorp Envestnet Asset Management Inc York Mellon Corp First Command Advisory Services Inc Strategic Blueprint

Hofer & Associates. Inc Has $11.01 Million Stake in SPDR Portfolio S&P 500 Growth ETF (NYSEARCA:SPYG)

Hofer & Associates. Inc increased its position in shares of SPDR Portfolio S&P 500 Growth ETF (NYSEARCA:SPYG – Get Rating) by 1.0% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 217,265 shares of the company’s stock after acquiring an […]
Capital Management Hofer Associates Royal Bank Securities Exchange Commission Orgel Wealth Management Cliftonlarsonallen Wealth Advisors

Texas Instruments Incorporated (NASDAQ:TXN) Shares Sold by Dumont & Blake Investment Advisors LLC

Bigelow Investment Advisors LLC boosted its holdings in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Get Rating) by 26.5% in the 4th quarter, Holdings Channel.com reports. The firm owned 27,914 shares of the exchange traded fund’s stock after purchasing an additional 5,845 shares during the quarter. iShares Core S&P Small-Cap ETF makes up […]
United States Index Fund Blackrock Inc Goldman Sachs Group Inc Holdings Channel Envestnet Asset Management Inc

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