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Sandy Spring Bank Sells 11,669 Shares of iShares Russell Mid-Cap ETF (NYSEARCA:IWR)

Sandy Spring Bank trimmed its stake in shares of iShares Russell Mid-Cap ETF (NYSEARCA:IWR – Get Rating) by 19.7% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 47,433 shares of the company’s stock after selling 11,669 shares during […]
United States Russell Midcap Index Fund Wealth Management Sandy Spring Bank Eagle Bay Advisors Assetmark Inc

Burgundy Asset Management Ltd. Invests $74.59 Million in Brookfield Co. (NYSE:BN)

Burgundy Asset Management Ltd. bought a new stake in shares of Brookfield Co. (NYSE:BN – Get Rating) in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 2,372,547 shares of the company’s stock, valued at approximately $74,588,000. Burgundy Asset […]
Nova Scotia Royal Bank Pinnacle Bancorp Inc Exchange Commission Brookfield Company Profile Insurance Solutions
Source: wkrb13.com

Shelton Wealth Management LLC Sells 8,237 Shares of iShares Russell Mid-Cap ETF (NYSEARCA:IWR)

Shelton Wealth Management LLC decreased its position in shares of iShares Russell Mid-Cap ETF (NYSEARCA:IWR – Get Rating) by 5.2% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 150,742 shares of the company’s stock after selling 8,237 shares during the quarter. iShares […]
United States Wealth Management Russell Midcap Index Fund First Command Bank Robinson Capital Management Eagle Bay Advisors

Tocqueville Asset Management L.P. Reduces Stock Position in Rush Enterprises, Inc. (NASDAQ:RUSHA)

ONEOK (NYSE:OKE – Get Rating) had its price objective dropped by equities research analysts at Truist Financial from $71.00 to $66.00 in a research report issued on Wednesday, The Fly reports. Truist Financial’s price target suggests a potential upside of 16.65% from the stock’s current price. Several other equities analysts have also issued reports on […]
United States North Dakota Raymond James First Command Bank Resurgent Financial Advisors Minichmacgregor Wealth Management

6,785 Shares in iShares Russell Mid-Cap ETF (NYSEARCA:IWR) Bought by MY Purposeful Wealth CORP.

MY Purposeful Wealth CORP. acquired a new stake in iShares Russell Mid-Cap ETF (NYSEARCA:IWR – Get Rating) during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 6,785 shares of the company’s stock, valued at approximately $458,000. Other institutional investors also recently bought and […]
United States First Command Bank Wealth Management Russell Midcap Index Fund Exchange Commission My Purposeful Wealth
Source: wkrb13.com

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iShares Russell Mid-Cap ETF (NYSEARCA:IWR) is Gilbert & Cook Inc.'s 2nd Largest Position

Gilbert & Cook Inc. grew its stake in shares of iShares Russell Mid-Cap ETF (NYSEARCA:IWR – Get Rating) by 17.7% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 848,850 shares of the company’s stock after purchasing an additional 127,549 shares during the quarter. iShares […]
United States Russell Midcap Index Fund Assetmark Inc First Command Bank Gilbert Cook Inc Wealth Management

ONEOK, Inc. (NYSE:OKE) Shares Sold by Trust Co. of Vermont

Trust Co. of Vermont decreased its position in shares of ONEOK, Inc. (NYSE:OKE – Get Rating) by 21.1% in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 2,874 shares of the utilities provider’s stock after selling 770 shares during the quarter. Trust Co. […]
United States North Dakota Raymond James Minichmacgregor Wealth Management Royal Bank Financial Group
Source: wkrb13.com

Vanguard Mega Cap Value ETF (NYSEARCA:MGV) is Select Asset Management & Trust's 2nd Largest Position

Select Asset Management & Trust cut its holdings in shares of Vanguard Mega Cap Value ETF (NYSEARCA:MGV – Get Rating) by 24.6% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 57,465 shares of the company’s stock after selling 18,767 […]
United States Asset Management First Command Bank Securities Exchange Commission Geneos Wealth Management Inc Bartlett Co
Source: wkrb13.com

Asset Allocation & Management Company LLC Takes Position in iShares Russell Mid-Cap ETF (NYSEARCA:IWR)

Asset Allocation & Management Company LLC acquired a new stake in shares of iShares Russell Mid-Cap ETF (NYSEARCA:IWR – Get Rating) in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund acquired 4,000 shares of the company’s stock, valued at approximately $270,000. Other hedge funds […]
United States Asset Allocation Management Company Wealth Management Company Profile Assetmark Inc Russell Midcap Index Fund

Unionview LLC Invests $223,000 in iShares Russell Mid-Cap ETF (NYSEARCA:IWR)

Unionview LLC bought a new position in iShares Russell Mid-Cap ETF (NYSEARCA:IWR – Get Rating) during the fourth quarter, according to its most recent 13F filing with the SEC. The fund bought 3,302 shares of the company’s stock, valued at approximately $223,000. Other large investors have also recently made changes to their positions in the […]
United States Assetmark Inc First Command Bank Wealth Management Eagle Bay Advisors Russell Midcap Index Fund
Source: wkrb13.com

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