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February 11, 2024
CarsonAllaria Wealth Management Ltd. lifted its stake in shares of iShares Core U.S. REIT ETF (NYSEARCA:USRT – Free Report) by 0.8% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 35,829 shares of the company’s stock after buying an additional 286 shares during the period. […]
February 11, 2024
Betterment LLC increased its stake in shares of iShares Core U.S. REIT ETF (NYSEARCA:USRT – Free Report) by 43.2% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 9,695 shares of the company’s stock after acquiring an additional 2,927 shares during the quarter. […]
February 11, 2024
Vectors Research Management LLC reduced its stake in SPDR S&P Regional Banking ETF (NYSEARCA:KRE – Free Report) by 94.1% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 5,626 shares of the exchange traded fund’s stock after selling 89,301 shares during […]
February 10, 2024
HighTower Advisors LLC cut its stake in iShares Select Dividend ETF (NASDAQ:DVY – Free Report) by 2.2% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 317,907 shares of the company’s stock after selling 7,076 shares during the quarter. HighTower Advisors LLC’s holdings […]
February 10, 2024
Wealth Alliance increased its stake in shares of Invesco High Yield Equity Dividend Achievers ETF (NASDAQ:PEY – Free Report) by 5.7% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 44,696 shares of the company’s stock after acquiring an additional 2,409 […]
February 10, 2024
Betterment LLC trimmed its position in iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report) by 2.2% during the third quarter, according to its most recent 13F filing with the SEC. The fund owned 474,258 shares of the company’s stock after selling 10,722 shares during the period. Betterment LLC owned about 0.30% of iShares S&P […]
February 10, 2024
Phillips Financial Management LLC cut its holdings in shares of iShares S&P Small-Cap 600 Value ETF (NYSEARCA:IJS – Free Report) by 0.2% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 210,393 shares of the company’s stock after selling 470 shares […]
February 8, 2024
Choreo LLC grew its position in iShares MSCI USA Min Vol Factor ETF (BATS:USMV – Free Report) by 2.2% in the 3rd quarter, according to its most recent disclosure with the SEC. The fund owned 313,735 shares of the company’s stock after buying an additional 6,743 shares during the period. Choreo LLC owned approximately 0.08% […]
February 7, 2024
9258 Wealth Management LLC increased its stake in shares of iShares Core MSCI EAFE ETF (BATS:IEFA – Free Report) by 1.5% in the 3rd quarter, according to its most recent 13F filing with the SEC. The firm owned 11,383 shares of the company’s stock after buying an additional 163 shares during the period. 9258 Wealth […]
February 7, 2024
AlphaStar Capital Management LLC cut its holdings in shares of Chevron Co. (NYSE:CVX – Free Report) by 11.4% during the third quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 6,030 shares of the oil and gas company’s stock after selling 778 shares during the period. AlphaStar […]