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Cambridge Investment Research Advisors Inc. Increases Stake in iShares Core MSCI EAFE ETF (BATS:IEFA)

Cambridge Investment Research Advisors Inc. increased its position in iShares Core MSCI EAFE ETF (BATS:IEFA – Free Report) by 0.7% in the 2nd quarter, according to the company in its most recent filing with the SEC. The fund owned 1,040,401 shares of the company’s stock after acquiring an additional 6,760 shares during the quarter. Cambridge […]

Cambridge
Cambridgeshire
United-kingdom
United-states
Blackrock
United-kingdom-general
America
Symphony-financial-ltd
Advisory-inc
Howard-financial-services
Cambridge-investment-research-advisors-inc

Sage Capital Advisors llc Boosts Holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Sage Capital Advisors llc boosted its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 5.9% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 7,172 shares of the company’s stock after acquiring an additional 400 shares during […]

United-states
Lantz-financial
Epiq-partners
Summit-financial-wealth-advisors
Hubbell-strickland-wealth-management
Beacon-capital-management
Exchange-commission
Sage-capital-advisors
Free-report
Capital-advisors
Strickland-wealth-management

iShares Core MSCI EAFE ETF (BATS:IEFA) Shares Purchased by Saxon Interests Inc.

iShares Core MSCI EAFE ETF (BATS:IEFA) Shares Purchased by Saxon Interests Inc.
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United-states
America
Blackrock
Hubbell-strickland-wealth-management
Symphony-financial-ltd
Saxon-interests-inc
Howard-financial-services
Berkshire-bank
Advisory-inc
Exchange-commission
Saxon-interests

Keel Point LLC Has $3.77 Million Stake in Vanguard Total Stock Market ETF (NYSEARCA:VTI)

Keel Point LLC lifted its holdings in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 0.7% during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 17,131 shares of the company’s stock after purchasing an additional […]

New-york
United-states
American
Exchange-commission
Vanguard-total-stock-market-index-fund
Signalpoint-asset-management
Beacon-capital-management
Summit-financial-wealth-advisors
Hubbell-strickland-wealth-management
Asset-planning-corporation
Keel-point

M&T Bank Corp Sells 24,000 Shares of Vanguard Total World Stock ETF (NYSEARCA:VT)

M&T Bank Corp reduced its stake in shares of Vanguard Total World Stock ETF (NYSEARCA:VT – Free Report) by 16.4% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 122,013 shares of the exchange traded fund’s stock after selling 24,000 shares during […]

United-states
Cambridge
Cambridgeshire
United-kingdom
Annapolis-financial-services
Cambridge-investment-research-advisors-inc
Exchange-commission
Hightower-advisors
Hubbell-strickland-wealth-management
Vanguard-total-world-stock-index-fund
T-bank-corp

Iron Horse Wealth Management LLC Has $5.83 Million Position in JPMorgan Ultra-Short Income ETF (NYSEARCA:JPST)

Iron Horse Wealth Management LLC boosted its holdings in shares of JPMorgan Ultra-Short Income ETF (NYSEARCA:JPST – Free Report) by 6.8% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 115,851 shares of the company’s stock after buying an additional […]

Life-group
Financial-group
Hubbell-strickland-wealth-management
Stonehearth-capital-management
Exchange-commission
Iron-horse-wealth-management
Gofen-glossberg
Ultra-short-income
Free-report
Horse-wealth-management
Capital-management

Mascoma Wealth Management LLC Trims Stock Position in BlackRock Ultra Short-Term Bond ETF (BATS:ICSH)

Mascoma Wealth Management LLC Trims Stock Position in BlackRock Ultra Short-Term Bond ETF (BATS:ICSH)
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Exchange-commission
Syntal-capital-partners
Hubbell-strickland-wealth-management
Company-profile
Mascoma-wealth-management
Fairview-capital-investment-management
Princeton-global-asset-management
Blackrock
Blackrock-ultra-short-term-bond
Free-report
Rock-ultra-short-term-bond

Ade LLC Sells 1,690 Shares of Sprott Physical Gold Trust (NYSEARCA:PHYS)

Ade LLC reduced its holdings in Sprott Physical Gold Trust (NYSEARCA:PHYS – Get Rating) by 3.8% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 42,278 shares of the exchange traded fund’s stock after selling 1,690 shares during the quarter. Ade LLC’s holdings […]

Cypress-wealth-services
Sprott-physical-gold-trust-profile
Cliftonlarsonallen-wealth-advisors
Sprott-physical-gold-trust-trading
Exchange-commission
Hubbell-strickland-wealth-management
Raymond-james-financial-services-advisors-inc
Sprott-physical-gold
Quarter-for-sprott-physical-gold-trust
Sprott-physical-gold-trust
Advisory-services

Vanguard High Dividend Yield ETF (NYSEARCA:VYM) Shares Sold by Global Trust Asset Management LLC

Global Trust Asset Management LLC trimmed its holdings in shares of Vanguard High Dividend Yield ETF (NYSEARCA:VYM – Get Rating) by 6.4% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 4,260 shares of the company’s stock after selling 293 shares […]

Heartwood-wealth-advisors
Company-profile
Veery-capital
Exchange-commission
Vanguard-high-dividend-yield-index-fund
Hubbell-strickland-wealth-management
Global-trust-asset-management
Householder-group-estate-retirement-specialist
Bowman-co
Vanguard-high-dividend-yield
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