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Ronald Blue Trust Inc. Decreases Stock Holdings in Fidelity MSCI Real Estate Index ETF (NYSEARCA:FREL)

Ronald Blue Trust Inc. reduced its stake in shares of Fidelity MSCI Real Estate Index ETF (NYSEARCA:FREL – Get Rating) by 15.2% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 223,052 shares of the company’s stock after selling 40,132 shares during the […]
Mascoma Wealth Management Third Securities Inc First Republic Investment Management Inc Sigfig Wealth Management Ronald Blue Trust Inc Brinker Capital Investments

First Financial Corp IN Trims Stock Position in Vanguard Materials ETF (NYSEARCA:VAW)

First Financial Corp IN reduced its stake in Vanguard Materials ETF (NYSEARCA:VAW – Get Rating) by 4.2% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 3,936 shares of the company’s stock after selling 172 shares during the quarter. First Financial Corp IN’s holdings in […]
United States First Financial Corp Congress Wealth Management Exchange Commission Advisory Group Ae Wealth Management

Annapolis Financial Services LLC Has $491,000 Position in iShares Russell Mid-Cap ETF (NYSEARCA:IWR)

Annapolis Financial Services LLC raised its stake in iShares Russell Mid-Cap ETF (NYSEARCA:IWR – Get Rating) by 4.0% during the first quarter, HoldingsChannel.com reports. The institutional investor owned 7,021 shares of the company’s stock after acquiring an additional 271 shares during the period. Annapolis Financial Services LLC’s holdings in iShares Russell Mid-Cap ETF were worth […]
United States Russell Midcap Index Fund City Holding Co Third Securities Inc Valeo Financial Advisors Annapolis Financial Services
Source: wkrb13.com

Arkfeld Wealth Strategies L.L.C. Has $837,000 Stock Position in SPDR Portfolio S&P 500 Growth ETF (NYSEARCA:SPYG)

Arkfeld Wealth Strategies L.L.C. decreased its stake in SPDR Portfolio S&P 500 Growth ETF (NYSEARCA:SPYG – Get Rating) by 1.2% in the first quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 15,092 shares of the company’s stock after selling 185 shares during the quarter. Arkfeld Wealth Strategies […]
Valeo Financial Advisors Signet Financial Management Securities Exchange Commission Colton Groome Financial Advisors B Oss Retirement Advisors Third Securities Inc

iShares Core Dividend Growth ETF (NYSEARCA:DGRO) Shares Purchased by Bourgeon Capital Management LLC

Bourgeon Capital Management LLC increased its position in shares of iShares Core Dividend Growth ETF (NYSEARCA:DGRO – Get Rating) by 51.0% in the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 740 shares of the company’s stock after purchasing an additional 250 shares during […]
Parsons Capital Management Inc Naples Global Advisors Third Securities Inc Cornell Pochily Investment Advisors Inc Bourgeon Capital Management Securities Exchange Commission

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Fifth Third Securities Inc. Cuts Stock Holdings in Schwab US Large-Cap ETF (NYSEARCA:SCHX)

Fifth Third Securities Inc. lowered its stake in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX – Get Rating) by 2.6% during the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 46,715 shares of the company’s stock after selling 1,244 shares during the period. […]
Dow Jones Third Securities Inc Securities Exchange Commission Ten Capital Wealth Advisors Advisory Group R Capital Management Inc

Fifth Third Securities Inc. Acquires 2,354 Shares of Vanguard Russell 1000 Value (NASDAQ:VONV)

Fifth Third Securities Inc. raised its holdings in Vanguard Russell 1000 Value (NASDAQ:VONV – Get Rating) by 1.9% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 127,518 shares of the company’s stock after purchasing an additional 2,354 shares during the quarter. Fifth […]
United Kingdom Cambridge Investment Research Advisors Inc Third Securities Inc Citigroup Inc Us Bancorp Exchange Commission

Fifth Third Securities Inc. Cuts Position in iShares Gold Trust (NYSEARCA:IAU)

Fifth Third Securities Inc. reduced its position in shares of iShares Gold Trust (NYSEARCA:IAU – Get Rating) by 2.9% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 251,574 shares of the exchange traded fund’s stock after selling 7,602 shares […]
Gold Trust Stock Gold Trust The Wealth Group Gold Trust Profile Gold Trust Daily Gold Trust

Fifth Third Securities Inc. Buys 714 Shares of SPDR S&P MidCap 400 ETF Trust (NYSEARCA:MDY)

Fifth Third Securities Inc. boosted its stake in shares of SPDR S&P MidCap 400 ETF Trust (NYSEARCA:MDY – Get Rating) by 4.9% during the first quarter, Holdings Channel reports. The firm owned 15,412 shares of the exchange traded fund’s stock after purchasing an additional 714 shares during the quarter. Fifth Third Securities Inc.’s holdings in […]
United States Third Securities Inc Securities Exchange Commission Advisor Group Holdings Inc Financial Advisory Woodmont Investment Counsel

iShares 7-10 Year Treasury Bond ETF (NASDAQ:IEF) Stock Holdings Raised by Fifth Third Securities Inc.

Fifth Third Securities Inc. boosted its holdings in shares of iShares 7-10 Year Treasury Bond ETF (NASDAQ:IEF – Get Rating) by 261.1% during the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 183,162 shares of the exchange traded fund’s stock after purchasing […]
United States Thrivent Financial For Lutherans Wealth Management Wintrust Investments Brown Advisory Inc Commonwealth Equity Services

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