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January 1, 2024
Glassman Wealth Services lessened its stake in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 1.1% in the fourth quarter, HoldingsChannel reports. The fund owned 286,370 shares of the company’s stock after selling 3,203 shares during the period. Vanguard S&P 500 ETF makes up about 17.7% of Glassman Wealth Services’ portfolio, making the stock […]
December 30, 2023
Country Club Bank GFN grew its stake in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report) by 3.3% during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 5,367 shares of the company’s stock after buying an additional 173 shares during […]
December 28, 2023
Roof Eidam Maycock Peralta LLC trimmed its holdings in iShares MSCI USA Min Vol Factor ETF (BATS:USMV – Free Report) by 9.9% during the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 26,095 shares of the company’s stock after selling 2,875 shares during the […]
December 27, 2023
Capital Market Strategies LLC decreased its holdings in iShares MSCI USA Min Vol Factor ETF (BATS:USMV – Free Report) by 4.0% in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 18,549 shares of the company’s stock after selling 774 shares during the quarter. iShares […]
December 25, 2023
Leonard Rickey Investment Advisors P.L.L.C. cut its stake in iShares MSCI USA Min Vol Factor ETF (BATS:USMV – Free Report) by 2.0% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 170,452 shares of the company’s stock after selling 3,438 shares […]
December 25, 2023
Cedar Brook Financial Partners LLC lifted its position in shares of Invesco High Yield Equity Dividend Achievers ETF (NASDAQ:PEY – Free Report) by 3.7% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 57,825 shares of the company’s stock after acquiring […]
December 23, 2023
Round Rock Advisors LLC boosted its holdings in SPDR S&P Regional Banking ETF (NYSEARCA:KRE – Free Report) by 7.1% during the 3rd quarter, Holdings Channel reports. The fund owned 71,121 shares of the exchange traded fund’s stock after acquiring an additional 4,731 shares during the quarter. SPDR S&P Regional Banking ETF comprises 1.1% of Round […]
December 23, 2023
LexAurum Advisors LLC cut its stake in iShares MSCI USA Min Vol Factor ETF (BATS:USMV – Free Report) by 10.5% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 6,532 shares of the company’s stock after selling 770 shares during the […]
December 23, 2023
Round Rock Advisors LLC lifted its position in shares of SPDR S&P Regional Banking ETF (NYSEARCA:KRE – Free Report) by 7.1% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 71,121 shares of the exchange traded fund’s stock after purchasing an additional 4,731 […]
December 23, 2023
Kraft Davis & Associates LLC increased its position in iShares MSCI Intl Quality Factor ETF (NYSEARCA:IQLT – Free Report) by 4.3% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 45,403 shares of the company’s stock after buying an additional […]