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Cook Wealth Management Group LLC Raises Stock Position in iShares MSCI Intl Quality Factor ETF (NYSEARCA:IQLT)

Cook Wealth Management Group LLC lifted its holdings in shares of iShares MSCI Intl Quality Factor ETF (NYSEARCA:IQLT – Free Report) by 22.2% during the 3rd quarter, according to the company in its most recent filing with the SEC. The fund owned 333,856 shares of the company’s stock after purchasing an additional 60,674 shares during […]
United States Element Wealth Asset Dedication Cook Wealth Management Group Sunbelt Securities Inc Quality Factor

MorganRosel Wealth Management LLC Increases Position in iShares MSCI Intl Momentum Factor ETF (NYSEARCA:IMTM)

MorganRosel Wealth Management LLC boosted its holdings in iShares MSCI Intl Momentum Factor ETF (NYSEARCA:IMTM – Free Report) by 1.8% during the third quarter, according to the company in its most recent disclosure with the SEC. The firm owned 50,457 shares of the company’s stock after purchasing an additional 885 shares during the quarter. iShares […]
United States Company Profile Wells Fargo Company Castleview Partners Morganrosel Wealth Management Element Wealth
Source: wkrb13.com

White Pine Investment CO Sells 684 Shares of iShares MSCI USA Min Vol Factor ETF (BATS:USMV)

White Pine Investment CO lowered its stake in shares of iShares MSCI USA Min Vol Factor ETF (BATS:USMV – Free Report) by 0.4% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 151,766 shares of the company’s stock after selling 684 shares during […]
United States Company Profile Stonebridge Capital Advisors Element Wealth Eagle Bay Advisors Impact Partnership Wealth

Sterling Investment Advisors LLC ADV Decreases Stock Position in iShares S&P 500 Value ETF (NYSEARCA:IVE)

Sterling Investment Advisors LLC ADV cut its holdings in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report) by 41.2% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 37,253 shares of the company’s stock after selling 26,112 […]
United States Element Wealth Perigon Wealth Management Sterling Investment Advisors Value Index Fund Exchange Commission

Klaas Financial Asset Advisors LLC Cuts Stake in iShares S&P 500 Value ETF (NYSEARCA:IVE)

Klaas Financial Asset Advisors LLC lowered its holdings in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report) by 3.7% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 10,419 shares of the company’s stock after selling 398 shares during […]
United States Benjaminf Edwards Company Inc Value Index Fund Exchange Commission Founders Financial Securities Klaas Financial Asset Advisors

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Klaas Financial Asset Advisors LLC Has $4.60 Million Holdings in iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU)

Klaas Financial Asset Advisors LLC raised its holdings in shares of iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU – Free Report) by 13.8% in the third quarter, Holdings Channel reports. The institutional investor owned 49,001 shares of the company’s stock after buying an additional 5,928 shares during the quarter. iShares ESG Aware MSCI USA ETF […]
United States Shaughnessy Asset Management Flagship Harbor Advisors Investment Advisors Inc Klaas Financial Asset Advisors Holdings Channel
Source: wkrb13.com

iShares MSCI Intl Quality Factor ETF (NYSEARCA:IQLT) is Klaas Financial Asset Advisors LLC's 5th Largest Position

Klaas Financial Asset Advisors LLC increased its position in iShares MSCI Intl Quality Factor ETF (NYSEARCA:IQLT – Free Report) by 1.6% during the 3rd quarter, Holdings Channel reports. The institutional investor owned 719,595 shares of the company’s stock after purchasing an additional 11,079 shares during the period. iShares MSCI Intl Quality Factor ETF makes up […]
United States Element Wealth Klaas Financial Asset Advisors Holdings Channel Treynor Bancshares Inc Girard Partners
Source: wkrb13.com

Klaas Financial Asset Advisors LLC Grows Holdings in iShares MSCI Intl Quality Factor ETF (NYSEARCA:IQLT)

Klaas Financial Asset Advisors LLC increased its holdings in shares of iShares MSCI Intl Quality Factor ETF (NYSEARCA:IQLT – Free Report) by 1.6% in the third quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 719,595 shares of the company’s stock after purchasing an additional 11,079 shares […]
United States Sunbelt Securities Inc Asset Dedication Klaas Financial Asset Advisors Element Wealth Quality Factor

iShares S&P 500 Value ETF (NYSEARCA:IVE) Holdings Boosted by KFA Private Wealth Group LLC

KFA Private Wealth Group LLC boosted its holdings in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report) by 3.0% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 48,568 shares of the company’s stock after buying an additional 1,418 shares […]
United States Element Wealth Founders Financial Securities Benjaminf Edwards Company Inc Kfa Private Wealth Group Sageview Advisory Group

Compass Wealth Management LLC Buys 4,188 Shares of iShares Core MSCI Pacific ETF (NYSEARCA:IPAC)

Compass Wealth Management LLC increased its holdings in iShares Core MSCI Pacific ETF (NYSEARCA:IPAC – Free Report) by 23.8% in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 21,767 shares of the company’s stock after purchasing an additional 4,188 shares during the period. Compass […]
Cetera Advisors Securities Exchange Commission Blue Edge Capital Element Wealth Compass Wealth Management Bessemer Group Inc

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