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Greenleaf Trust Has $5.49 Million Holdings in iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ)

Greenleaf Trust raised its holdings in shares of iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ – Get Rating) by 2.5% during the fourth quarter, HoldingsChannel.com reports. The firm owned 54,421 shares of the company’s stock after acquiring an additional 1,336 shares during the quarter. Greenleaf Trust’s holdings in iShares S&P Mid-Cap 400 Value ETF were […]
United States Value Index Fund The Fifth Third Bancorp Sigma Planning Corp Whittier Trust Co Third Bancorp

Stephens Inc. AR Boosts Position in Waste Management, Inc. (NYSE:WM)

Stephens Inc. AR lifted its stake in iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS – Get Rating) by 0.8% during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 822,258 shares of the company’s stock after buying an additional 6,224 shares during the quarter. iShares Russell Mid-Cap […]
United States Russell Midcap Value Index Fund Saxon Interests Inc Stephens Inc Sequoia Financial Advisors First Financial Corp

Investmark Advisory Group LLC Makes New $1.11 Million Investment in iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS)

Investmark Advisory Group LLC bought a new position in iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS – Get Rating) in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor bought 10,542 shares of the company’s stock, valued at approximately $1,111,000. Other institutional investors […]
United States Russell Midcap Value Index Fund First Citizens Bank Trust Co Commonwealth Equity Services Exchange Commission Royal Bank

Courier Capital LLC Boosts Holdings in iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ)

Courier Capital LLC grew its holdings in iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ – Get Rating) by 55.1% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 190,613 shares of the company’s stock after purchasing an additional 67,751 shares during the […]
United States Company Profile Country Trust Bank Securities Exchange Commission Allspring Global Investments Holdings Eversource Wealth Advisors

iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS) Shares Sold by M&T Bank Corp

M&T Bank Corp lowered its holdings in iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS – Get Rating) by 57.5% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 104,857 shares of the company’s stock after selling 141,600 shares during the quarter. M&T Bank Corp owned 0.09% […]
United States First Financial Corp Saxon Interests Inc Sequoia Financial Advisors Wealthspire Advisors Mt Bank Corp
Source: wkrb13.com

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Phillips Financial Management LLC Lowers Holdings in iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ)

Phillips Financial Management LLC decreased its stake in shares of iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ – Get Rating) by 3.7% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 42,264 shares of the company’s stock after selling 1,610 shares during the […]
United States Guidance Point Advisors Exchange Commission American National Bank Phillips Financial Management Company Profile

3,806 Shares in iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ) Acquired by Financial Alternatives Inc

Financial Alternatives Inc purchased a new position in iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ – Get Rating) during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 3,806 shares of the company’s stock, valued at approximately $384,000. Several other institutional […]
United States Exchange Commission Mendota Financial Group Allspring Global Investments Holdings Signature Securities Group Corporation Financial Alternatives Inc

Integrity Advisory LLC Has $325,000 Holdings in iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ)

Integrity Advisory LLC cut its stake in iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ – Get Rating) by 12.6% in the fourth quarter, HoldingsChannel reports. The institutional investor owned 3,221 shares of the company’s stock after selling 463 shares during the quarter. Integrity Advisory LLC’s holdings in iShares S&P Mid-Cap 400 Value ETF were worth […]
United States Investment Advisory Services Hamilton Capital Raymond James Associates Integrity Advisory Envestnet Asset Management Inc

Harbor Investment Advisory LLC Has $2.07 Million Stock Holdings in iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS)

Harbor Investment Advisory LLC boosted its position in shares of iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS – Get Rating) by 5.8% during the 4th quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 19,621 shares of the company’s stock after buying an additional 1,083 shares during the […]
United States Wealthspire Advisors Russell Midcap Value Index Fund Sequoia Financial Advisors First Financial Corp Harbor Investment Advisory

HMS Capital Management LLC Grows Stock Position in iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ)

HMS Capital Management LLC boosted its holdings in shares of iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ – Get Rating) by 42.7% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 11,975 shares of the company’s stock after purchasing an additional […]
United States Capital Management Exchange Commission Blair William Co Hms Capital Management Citigroup Inc
Source: wkrb13.com

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