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First Command Advisory Services Inc. Sells 1,707 Shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD)

First Command Advisory Services Inc. lessened its position in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Get Rating) by 1.0% during the 4th quarter, Holdings Channel.com reports. The firm owned 166,969 shares of the company’s stock after selling 1,707 shares during the quarter. Schwab US Dividend Equity ETF accounts for approximately 0.2% of […]
Dow Jones Eagle Capital Management Truewealth Advisors First Republic Investment Management Inc Stratos Wealth Advisors Holdings Channel

Quent Capital LLC Has $5.07 Million Stock Position in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Quent Capital LLC grew its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV – Get Rating) by 2.3% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 13,203 shares of the company’s stock after buying an additional 295 shares during the period. iShares Core […]
United States Envestnet Asset Management Inc York Mellon Corp Exchange Commission Us Bancorp Quent Capital

Stratos Wealth Advisors LLC Has $19.58 Million Position in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Stratos Wealth Advisors LLC boosted its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Get Rating) by 27.5% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 50,948 shares of the company’s stock after purchasing an additional 11,004 shares during the quarter. […]
United States Stratos Wealth Advisors Exchange Commission Envestnet Asset Management Inc York Mellon Corp First Command Advisory Services Inc

iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) Shares Acquired by Sterling Investment Counsel LLC

Sterling Investment Counsel LLC lifted its holdings in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Get Rating) by 36.2% in the fourth quarter, HoldingsChannel.com reports. The firm owned 4,991 shares of the exchange traded fund’s stock after acquiring an additional 1,327 shares during the quarter. Sterling Investment Counsel LLC’s holdings in iShares Core […]
United States Sage Financial Management Group Inc First Command Advisory Services Inc Engrave Wealth Partners Index Fund First Command Bank

First Command Advisory Services Inc. Has $1.67 Million Position in Goldman Sachs ActiveBeta Emerging Markets Equity ETF (NYSEARCA:GEM)

First Command Advisory Services Inc. grew its position in shares of Goldman Sachs ActiveBeta Emerging Markets Equity ETF (NYSEARCA:GEM – Get Rating) by 0.9% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 59,120 shares of the company’s stock after […]
Goldman Sachs Activebeta Exchange Commission York Mellon Corp Morris Financial Concepts Inc First Command Advisory Services Inc Apella Capital
Source: wkrb13.com

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First Command Advisory Services Inc. Has $38.40 Million Holdings in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH)

First Command Advisory Services Inc. lowered its position in shares of iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH – Get Rating) by 0.9% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 158,862 shares of the company’s stock after selling 1,481 shares during the quarter. […]
United States Toth Financial Advisory Corp Copeland Capital Management Vigilant Capital Management Index Fund First Command Advisory Services Inc

Ellsworth Advisors LLC Purchases Shares of 679 iShares Core S&P 500 ETF (NYSEARCA:IVV)

Ellsworth Advisors LLC purchased a new stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Get Rating) in the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional investor purchased 679 shares of the company’s stock, valued at approximately $267,000. A number of other hedge funds […]
United States Ellsworth Advisors Us Bancorp Envestnet Asset Management Inc Company Profile First Command Advisory Services Inc

Catalyst Financial Partners LLC Makes New Investment in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Catalyst Financial Partners LLC bought a new stake in iShares Core S&P 500 ETF (NYSEARCA:IVV – Get Rating) in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm bought 70,153 shares of the company’s stock, valued at approximately $26,953,000. iShares Core S&P 500 ETF makes […]
United States Us Bancorp Exchange Commission First Command Advisory Services Inc Envestnet Asset Management Inc York Mellon Corp

iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) Shares Sold by HHM Wealth Advisors LLC

HHM Wealth Advisors LLC cut its holdings in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Get Rating) by 11.0% in the 4th quarter, Holdings Channel reports. The fund owned 1,585 shares of the exchange traded fund’s stock after selling 196 shares during the period. HHM Wealth Advisors LLC’s holdings in iShares Core S&P […]
United States Blackrock Inc York Mellon Corp Wealth Advisors First Command Advisory Services Inc Index Fund
Source: wkrb13.com

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