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Stone Asset Management Inc. Sells 293 Shares of iShares Core S&P 500 ETF (NYSEARCA:IVV)

Stone Asset Management Inc. decreased its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Get Rating) by 6.5% during the 4th quarter, Holdings Channel reports. The institutional investor owned 4,217 shares of the company’s stock after selling 293 shares during the period. iShares Core S&P 500 ETF makes up 1.0% of Stone […]
United States Us Bancorp Holdings Channel Envestnet Asset Management Inc First Command Advisory Services Inc York Mellon Corp

Bill Few Associates Inc. Acquires 60 Shares of iShares Core S&P 500 ETF (NYSEARCA:IVV)

Bill Few Associates Inc. grew its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Get Rating) by 8.7% during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 748 shares of the company’s stock after buying an additional 60 shares during the period. Bill […]
United States First Command Advisory Services Inc York Mellon Corp Envestnet Asset Management Inc Few Associates Inc Bill Few Associates

iShares Core S&P 500 ETF (NYSEARCA:IVV) Shares Purchased by Intelligent Financial Strategies

Intelligent Financial Strategies increased its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Get Rating) by 23.4% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 8,311 shares of the company’s stock after purchasing an additional 1,577 shares during […]
United States Envestnet Asset Management Inc York Mellon Corp First Command Advisory Services Inc Exchange Commission Us Bancorp

Integrity Advisory LLC Trims Stake in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Integrity Advisory LLC lowered its position in iShares Core S&P 500 ETF (NYSEARCA:IVV – Get Rating) by 10.2% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 1,703 shares of the company’s stock after selling 193 shares during the quarter. Integrity Advisory […]
United States Exchange Commission Integrity Advisory Envestnet Asset Management Inc York Mellon Corp First Command Advisory Services Inc

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

WealthOne LLC boosted its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Get Rating) by 24.7% in the fourth quarter, HoldingsChannel.com reports. The fund owned 1,834 shares of the company’s stock after purchasing an additional 363 shares during the period. WealthOne LLC’s holdings in iShares Core S&P 500 ETF were worth $705,000 […]
United States York Mellon Corp Envestnet Asset Management Inc First Command Advisory Services Inc Get Rating Asset Management

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iShares Core S&P 500 ETF (NYSEARCA:IVV) is CRA Financial Services LLC's 10th Largest Position

CRA Financial Services LLC cut its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Get Rating) by 0.4% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 20,533 shares of the company’s stock after selling 76 shares during the quarter. iShares […]
United States Exchange Commission Cra Financial Services York Mellon Corp Financial Services Envestnet Asset Management Inc

ONE Advisory Partners LLC Has $773,000 Stock Holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

ONE Advisory Partners LLC lessened its holdings in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Get Rating) by 18.5% in the fourth quarter, according to its most recent filing with the SEC. The firm owned 8,167 shares of the exchange traded fund’s stock after selling 1,850 shares during the period. iShares Core S&P […]
United States Blackrock Inc Goldman Sachs Group Inc Advisory Partners Index Fund Envestnet Asset Management Inc

Steel Peak Wealth Management LLC Cuts Stock Holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Steel Peak Wealth Management LLC reduced its position in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Get Rating) by 17.7% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 34,345 shares of the exchange traded fund’s stock after […]
United States York Mellon Corp Blackrock Inc Goldman Sachs Group Inc Index Fund Steel Peak Wealth Management

Whittier Trust Co. of Nevada Inc. Raises Holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Whittier Trust Co. of Nevada Inc. boosted its holdings in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Get Rating) by 24.7% during the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 243,211 shares of the exchange traded fund’s stock after acquiring an additional 48,113 shares during the quarter. iShares Core S&P Small-Cap ETF […]
United States Index Fund First Command Advisory Services Inc Envestnet Asset Management Inc Goldman Sachs Group Inc Nevada Inc

Fragasso Group Inc. Lowers Stock Position in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Fragasso Group Inc. lessened its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV – Get Rating) by 1.4% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 335,541 shares of the company’s stock after selling 4,813 shares during the quarter. iShares Core S&P 500 […]
United States Fragasso Group Inc York Mellon Corp First Command Advisory Services Inc Exchange Commission Envestnet Asset Management Inc

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