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New Potomac Partners LLC Buys 169 Shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

New Potomac Partners LLC raised its holdings in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Get Rating) by 3.6% in the 4th quarter, HoldingsChannel.com reports. The fund owned 4,924 shares of the exchange traded fund’s stock after purchasing an additional 169 shares during the quarter. New Potomac Partners LLC’s holdings in iShares Core […]
United States York Mellon Corp Potomac Partners Envestnet Asset Management Inc Blackrock Inc First Command Advisory Services Inc
Source: wkrb13.com

Bond & Devick Financial Network Inc. Purchases New Shares in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Bond & Devick Financial Network Inc. acquired a new position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Get Rating) during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund acquired 3,137 shares of the exchange traded fund’s stock, valued at approximately $297,000. Several […]
United States Goldman Sachs Group Inc Company Profile York Mellon Corp Blackrock Inc Index Fund

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iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ) Shares Sold by Essex LLC

Essex LLC cut its stake in iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ – Get Rating) by 0.6% in the fourth quarter, HoldingsChannel reports. The firm owned 18,907 shares of the company’s stock after selling 115 shares during the quarter. Essex LLC’s holdings in iShares S&P Mid-Cap 400 Value ETF were worth $2,093,000 as of […]
United States Assetmark Inc First Command Advisory Services Inc Value Index Fund The America Corp Shares Sp Mid Cap

Microsoft Co. (NASDAQ:MSFT) is Rothschild Investment Corp IL's 3rd Largest Position

Rothschild Investment Corp IL lessened its holdings in shares of Microsoft Co. (NASDAQ:MSFT – Get Rating) by 3.2% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 71,088 shares of the software giant’s stock after selling 2,328 shares during the quarter. […]
Emman Walmsley Office Consumer Securities Exchange Commission First Command Advisory Services Inc Credit Suisse Group Sumitomo Mitsui Financial Group

J.W. Cole Advisors Inc. Takes Position in iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ)

J.W. Cole Advisors Inc. acquired a new stake in iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ – Get Rating) in the fourth quarter, HoldingsChannel.com reports. The firm acquired 4,347 shares of the company’s stock, valued at approximately $481,000. Several other large investors have also made changes to their positions in IJJ. Assetmark Inc. grew its […]
United States Assetmark Inc First Command Advisory Services Inc Jw Cole Advisors Inc Value Index Fund The America Corp

Amarillo National Bank Grows Position in Microsoft Co. (NASDAQ:MSFT)

Amarillo National Bank boosted its stake in shares of Microsoft Co. (NASDAQ:MSFT – Get Rating) by 1.1% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 16,458 shares of the software giant’s stock after purchasing an additional 177 shares during the period. […]
Emman Walmsley Office Consumer Securities Exchange Commission First Command Advisory Services Inc Microsoft Corp Amarillo National Bank

Clearwater Capital Advisors LLC Sells 419 Shares of iShares Edge MSCI USA Value Factor ETF (BATS:VLUE)

Clearwater Capital Advisors LLC trimmed its position in shares of iShares Edge MSCI USA Value Factor ETF (BATS:VLUE – Get Rating) by 7.6% during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 5,110 shares of the company’s stock after selling 419 shares during […]
United States Morgan Stanley Clearwater Capital Advisors Securities Exchange Commission First Command Advisory Services Inc Mercer Global Advisors Inc

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