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May 5, 2024
M&T Bank Corp lowered its holdings in iShares MSCI EAFE ETF (NYSEARCA:EFA – Free Report) by 4.0% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 2,163,263 shares of the exchange traded fund’s stock after selling 90,552 shares during the quarter. M&T Bank […]
May 5, 2024
W Advisors LLC lowered its holdings in shares of iShares MSCI Emerging Markets ETF (NYSEARCA:EEM – Free Report) by 51.7% in the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 12,156 shares of the exchange traded fund’s stock after selling 12,992 shares during the period. W Advisors […]
May 3, 2024
Brighton Jones LLC boosted its holdings in iShares S&P Small-Cap 600 Value ETF (NYSEARCA:IJS – Free Report) by 2.6% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 6,853 shares of the company’s stock after purchasing an additional 172 shares during the quarter. Brighton […]
January 9, 2024
Chicago Partners Investment Group LLC trimmed its holdings in iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report) by 1.4% in the third quarter, according to its most recent disclosure with the SEC. The fund owned 24,407 shares of the company’s stock after selling 353 shares during the period. Chicago Partners Investment Group LLC’s holdings […]
January 6, 2024
Brown Advisory Inc. reduced its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 0.3% in the 3rd quarter, HoldingsChannel.com reports. The firm owned 1,222,212 shares of the company’s stock after selling 3,965 shares during the quarter. iShares Core S&P 500 ETF comprises approximately 0.9% of Brown Advisory Inc.’s portfolio, […]
January 4, 2024
Apexium Financial LP lifted its holdings in shares of iShares Russell 2000 ETF (NYSEARCA:IWM – Free Report) by 13.2% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 5,740 shares of the exchange traded fund’s stock after acquiring an additional […]
January 4, 2024
Corepath Wealth Partners LLC lifted its holdings in iShares Russell 2000 ETF (NYSEARCA:IWM – Free Report) by 3.0% in the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 59,042 shares of the exchange traded fund’s stock after buying an additional 1,747 shares during the quarter. iShares […]
January 4, 2024
Corepath Wealth Partners LLC increased its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 4.7% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 191,888 shares of the company’s stock after buying an additional […]
January 4, 2024
Corepath Wealth Partners LLC raised its stake in iShares S&P Small-Cap 600 Value ETF (NYSEARCA:IJS – Free Report) by 3.4% in the 3rd quarter, according to its most recent filing with the SEC. The fund owned 44,621 shares of the company’s stock after purchasing an additional 1,462 shares during the period. iShares S&P Small-Cap 600 […]
January 4, 2024
Corepath Wealth Partners LLC increased its stake in iShares MSCI Emerging Markets ETF (NYSEARCA:EEM – Free Report) by 3.1% in the third quarter, HoldingsChannel reports. The fund owned 204,957 shares of the exchange traded fund’s stock after purchasing an additional 6,212 shares during the period. iShares MSCI Emerging Markets ETF makes up about 4.7% of […]