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Creative Planning Decreases Stock Holdings in iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ)

Creative Planning decreased its holdings in shares of iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ – Free Report) by 2.9% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 276,225 shares of the company’s stock after selling 8,331 shares during the […]
United States Journey Advisory Group Wealth Concepts Securities Exchange Commission Value Index Fund The Moneta Group Investment Advisors
Source: wkrb13.com

WealthPlan Investment Management LLC Buys New Position in iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS)

WealthPlan Investment Management LLC bought a new stake in iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS – Free Report) in the third quarter, according to its most recent Form 13F filing with the SEC. The institutional investor bought 2,876 shares of the company’s stock, valued at approximately $300,000. Other large investors have also recently made changes […]
United States Russell Midcap Value Index Fund Wealthplan Investment Management Pin Oak Investment Advisors Inc Indiana Trust Investment Management Ambassador Advisors
Source: wkrb13.com

Crestwood Advisors Group LLC Takes Position in iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ)

Crestwood Advisors Group LLC purchased a new stake in shares of iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ – Free Report) during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor purchased 3,257 shares of the company’s stock, valued at approximately $329,000. A […]
United States Citigroup Inc Crestwood Advisors Group Cibc World Market Inc Securities Exchange Commission Value Index Fund The

WealthPlan Investment Management LLC Makes New $300,000 Investment in iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS)

WealthPlan Investment Management LLC purchased a new position in iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS – Free Report) in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 2,876 shares of the company’s stock, valued at approximately $300,000. Several other […]
United States Wealthplan Investment Management Moneta Group Investment Advisors National Association Russell Midcap Value Index Fund Envestnet Portfolio Solutions Inc

Mariner LLC Acquires 23,445 Shares of iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ)

Mariner LLC lifted its stake in iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ – Free Report) by 16.5% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 165,661 shares of the company’s stock after acquiring an additional 23,445 shares during the period. […]
United States Indiana Trust Investment Management Lido Advisors Exchange Commission Value Index Fund The Company Profile

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Mariner LLC Increases Position in iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ)

Mariner LLC boosted its holdings in shares of iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ – Free Report) by 16.5% during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 165,661 shares of the company’s stock after buying an additional 23,445 shares […]
United States Securities Exchange Commission Commonwealth Equity Services Value Index Fund The Moneta Group Investment Advisors Shares Sp Mid Cap

WestHill Financial Advisors Inc. Purchases 3,414 Shares of iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS)

WestHill Financial Advisors Inc. grew its position in iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS – Free Report) by 5.5% in the 3rd quarter, according to its most recent disclosure with the SEC. The fund owned 65,178 shares of the company’s stock after buying an additional 3,414 shares during the period. iShares Russell Mid-Cap Value ETF […]
United States Ellevest Inc Russell Midcap Value Index Fund Westhill Financial Advisors Inc Ausdal Financial Partners Inc Truepoint Inc

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