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Baltimore Washington Financial Advisors Inc. Sells 6,545 Shares of iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS)

Baltimore Washington Financial Advisors Inc. trimmed its stake in iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS – Free Report) by 42.5% in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 8,839 shares of the company’s stock after selling 6,545 shares during the period. Baltimore […]
United States Bergankdv Wealth Management Baltimore Washington Financial Advisors Inc Worth Asset Management Securities Exchange Commission Russell Midcap Value Index Fund
Source: wkrb13.com

Macro relative value lead HFRI in October as geopolitical interest rate risks spike

Macro hedge funds produced gains through the volatile month of October as volatility surged on a spike in geopolitical and interest rate risk, with equities and bonds exhibiting the same dangerous correlated declines as the prior month.
Kennethj Heinz Technology Index Energy Basic Materials Index Fund Weighted Composite Index Opalesque Industry Update Asset Weighted

BOK Financial Private Wealth Inc. Has $56,000 Holdings in iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS)

BOK Financial Private Wealth Inc. lessened its holdings in shares of iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS – Free Report) by 48.0% during the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 510 shares of the company’s stock after selling 471 […]
United States Retirement Income Solutions Inc Sei Investments Co Bok Financial Private Wealth Inc Financial Private Wealth Inc Securities Exchange Commission
Source: wkrb13.com

Prospera Financial Services Inc Purchases 4,161 Shares of iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ)

Prospera Financial Services Inc raised its stake in iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ – Free Report) by 34.6% in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 16,176 shares of the company’s stock after purchasing an additional 4,161 shares […]
United States Branch Capital Wealth Management Clearstead Trust Advisors Preferred Value Index Fund The

Haverford Trust Co Has $205,000 Stock Holdings in iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS)

Haverford Trust Co cut its stake in iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS – Free Report) by 31.5% in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 1,863 shares of the company’s stock after selling 855 shares during the period. Haverford […]
United States Exchange Commission Baird Financial Group Inc York Mellon Corp Sei Investments Co Haverford Trust Co
Source: wkrb13.com

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Macro relative value lead HFRI in October as geopolitical interest rate risks spike

Macro hedge funds produced gains through the volatile month of October as volatility surged on a spike in geopolitical and interest rate risk, with equities and bonds exhibiting the same dangerous correlated declines as the prior month.
Kennethj Heinz Energy Basic Materials Index Technology Index Fund Weighted Composite Index Opalesque Industry Update Asset Weighted

iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ) Stock Position Reduced by Financial Partners Group Inc

Financial Partners Group Inc cut its stake in shares of iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ – Free Report) by 21.3% during the second quarter, according to its most recent disclosure with the SEC. The institutional investor owned 11,372 shares of the company’s stock after selling 3,081 shares during the period. Financial Partners Group […]
United States Financial Partners Group Inc Branch Capital Wealth Management Clearstead Trust Company Profile

Pinnacle Financial Partners Inc Raises Stock Position in iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ)

Pinnacle Financial Partners Inc grew its holdings in iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ – Free Report) by 5.8% in the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 18,757 shares of the company’s stock after purchasing an additional 1,029 shares during the […]
United States Mission Wealth Management Value Index Fund The Branch Capital Financial Solutions Envestnet Asset Management Inc
Source: wkrb13.com

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