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May 28, 2024
IPG Investment Advisors LLC decreased its stake in iShares MSCI USA Quality Factor ETF (BATS:QUAL – Free Report) by 91.3% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 6,512 shares of the company’s stock after selling 68,652 shares during the […]
May 28, 2024
Proquility Private Wealth Partners LLC reduced its stake in Invesco National AMT-Free Municipal Bond ETF (NYSEARCA:PZA – Free Report) by 15.6% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 128,198 shares of the company’s stock after selling 23,633 shares […]
May 28, 2024
3Chopt Investment Partners LLC boosted its position in JPMorgan BetaBuilders International Equity ETF (BATS:BBIN – Free Report) by 48.8% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 39,799 shares of the company’s stock after purchasing an additional 13,058 shares during the quarter. 3Chopt Investment […]
May 28, 2024
Wilkinson Global Asset Management LLC grew its position in Toyota Motor Co. (NYSE:TM – Free Report) by 0.1% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 358,525 shares of the company’s stock after purchasing an additional 365 shares […]
May 28, 2024
CAP Partners LLC acquired a new stake in Invesco National AMT-Free Municipal Bond ETF (NYSEARCA:PZA – Free Report) during the fourth quarter, according to its most recent filing with the SEC. The firm acquired 10,166 shares of the company’s stock, valued at approximately $246,000. A number of other hedge funds and other institutional investors have […]
May 28, 2024
Advisory Services Network LLC increased its holdings in Capital Group International Focus Equity ETF (NYSEARCA:CGXU – Free Report) by 7.5% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 86,921 shares of the company’s stock after buying an additional 6,027 shares during […]
May 28, 2024
Advisory Services Network LLC increased its holdings in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Free Report) by 2.2% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 29,447 shares of the company’s stock after buying an additional 630 […]
May 28, 2024
Advisory Services Network LLC lowered its holdings in iShares MSCI USA Value Factor ETF (BATS:VLUE – Free Report) by 5.7% in the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor owned 22,682 shares of the company’s stock after selling 1,368 shares during the period. Advisory Services Network LLC’s holdings […]
May 28, 2024
Advisory Services Network LLC grew its holdings in shares of Pacer Swan SOS Fund of Funds ETF|ETF (BATS:PSFF – Free Report) by 10.1% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 96,292 shares of the company’s stock after purchasing an […]
May 28, 2024
Advisory Services Network LLC lowered its stake in shares of iShares MSCI EAFE Min Vol Factor ETF (BATS:EFAV – Free Report) by 1.9% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 33,386 shares of the company’s stock after selling […]