📰 Value Index News
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August 1, 2023
Wealthcare Advisory Partners LLC grew its position in Invesco S&P SmallCap 600 Pure Value ETF (NYSEARCA:RZV – Free Report) by 4.4% during the 1st quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 56,160 shares of the company’s stock after purchasing an additional 2,369 shares during the period. Wealthcare […]
July 29, 2023
First National Bank of Omaha decreased its position in shares of iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS – Free Report) by 17.7% during the first quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 4,329 shares of the company’s stock after selling 930 shares during the quarter. […]
July 29, 2023
Signature Estate & Investment Advisors LLC boosted its stake in iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ – Free Report) by 9.0% in the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 39,599 shares of the company’s stock after purchasing an additional […]
July 29, 2023
Summit Financial LLC increased its position in shares of iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS – Free Report) by 3.1% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 5,200 shares of the company’s stock after buying an additional 155 shares during the period. […]
July 29, 2023
NorthRock Partners LLC lowered its stake in iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS – Free Report) by 29.8% in the 1st quarter, according to its most recent disclosure with the SEC. The fund owned 3,423 shares of the company’s stock after selling 1,452 shares during the quarter. NorthRock Partners LLC’s holdings in iShares Russell Mid-Cap […]
July 27, 2023
Soltis Investment Advisors LLC lowered its stake in shares of iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ – Free Report) by 1.9% during the first quarter, Holdings Channel reports. The fund owned 27,662 shares of the company’s stock after selling 544 shares during the period. Soltis Investment Advisors LLC’s holdings in iShares S&P Mid-Cap 400 […]
July 25, 2023
Cohen Capital Management Inc. cut its stake in shares of iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS – Free Report) by 14.8% in the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 4,048 shares of the company’s stock after selling 703 shares […]
July 24, 2023
Total hedge fund assets increased for the third consecutive quarter in 2Q 2023 as investors allocated new capital to Equity Hedge and Event Driven strategies, and as the Technology sectors surged driven by AI exposures, while banking and inflation risks eased.
July 23, 2023
Financial Planning & Information Services Inc. cut its stake in iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ – Free Report) by 2.8% in the first quarter, HoldingsChannel reports. The fund owned 15,727 shares of the company’s stock after selling 459 shares during the period. Financial Planning & Information Services Inc.’s holdings in iShares S&P Mid-Cap […]
July 23, 2023
Bedel Financial Consulting Inc. increased its stake in shares of iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS – Free Report) by 35.1% during the 1st quarter, according to its most recent filing with the SEC. The institutional investor owned 9,388 shares of the company’s stock after acquiring an additional 2,437 shares during the period. Bedel Financial […]