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June 23, 2023
First Command Advisory Services Inc. acquired a new position in Vanguard Intermediate-Term Bond ETF (NYSEARCA:BIV – Get Rating) in the 1st quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm acquired 354 shares of the company’s stock, valued at approximately $27,000. Vanguard Intermediate-Term Bond ETF accounts for 0.0% […]
June 15, 2023
Moneta Group Investment Advisors LLC reduced its position in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Get Rating) by 99.7% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 1,582 shares of the exchange traded fund’s stock after […]
June 1, 2023
Mitchell Capital Management Co. trimmed its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV – Get Rating) by 0.4% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 8,560 shares of the company’s stock after selling 35 shares during the period. Mitchell Capital […]
May 29, 2023
Frisch Financial Group Inc. reduced its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Get Rating) by 42.9% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 992 shares of the company’s stock after selling 746 shares during the quarter. […]
March 28, 2023
Keudell Morrison Wealth Management raised its holdings in SPDR Portfolio S&P 500 Growth ETF (NYSEARCA:SPYG – Get Rating) by 146.9% during the fourth quarter, HoldingsChannel reports. The firm owned 23,265 shares of the company’s stock after acquiring an additional 13,842 shares during the quarter. Keudell Morrison Wealth Management’s holdings in SPDR Portfolio S&P 500 Growth […]
March 28, 2023
CCG Wealth Management LLC raised its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV – Get Rating) by 20.9% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The fund owned 1,736 shares of the company’s stock after buying an additional 300 shares during the quarter. CCG Wealth […]
March 28, 2023
First Command Advisory Services Inc. lessened its position in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Get Rating) by 1.0% during the 4th quarter, Holdings Channel.com reports. The firm owned 166,969 shares of the company’s stock after selling 1,707 shares during the quarter. Schwab US Dividend Equity ETF accounts for approximately 0.2% of […]
March 28, 2023
Quent Capital LLC grew its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV – Get Rating) by 2.3% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 13,203 shares of the company’s stock after buying an additional 295 shares during the period. iShares Core […]
March 28, 2023
Stratos Wealth Advisors LLC boosted its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Get Rating) by 27.5% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 50,948 shares of the company’s stock after purchasing an additional 11,004 shares during the quarter. […]
March 28, 2023
First Command Advisory Services Inc. grew its position in shares of Goldman Sachs ActiveBeta Emerging Markets Equity ETF (NYSEARCA:GEM – Get Rating) by 0.9% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 59,120 shares of the company’s stock after […]