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April 12, 2024
Investegate announcements from Quarterly Newsletter
April 11, 2024
Harbor Investment Advisory LLC decreased its stake in shares of iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ – Free Report) by 12.6% during the fourth quarter, according to the company in its most recent filing with the SEC. The fund owned 5,203 shares of the company’s stock after selling 750 shares during the period. Harbor […]
April 11, 2024
Signature Estate & Investment Advisors LLC decreased its holdings in shares of iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ – Free Report) by 3.5% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 39,397 shares of the company’s stock after selling 1,447 […]
April 9, 2024
B.O.S.S. Retirement Advisors LLC cut its holdings in shares of iShares Russell Top 200 Value ETF (NYSEARCA:IWX – Free Report) by 1.9% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 64,059 shares of the company’s stock after selling 1,265 shares during […]
April 9, 2024
Lester Murray Antman dba SimplyRich bought a new position in Invesco S&P SmallCap 600 Pure Value ETF (NYSEARCA:RZV – Free Report) during the fourth quarter, according to its most recent disclosure with the SEC. The firm bought 8,686 shares of the company’s stock, valued at approximately $932,000. Lester Murray Antman dba SimplyRich owned 0.34% of […]
April 8, 2024
FARMERS & MERCHANTS TRUST Co OF LONG BEACH boosted its position in iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS – Free Report) by 2.2% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 6,649 shares of the company’s stock after buying […]
April 8, 2024
FARMERS & MERCHANTS TRUST Co OF LONG BEACH boosted its stake in iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS – Free Report) by 2.2% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 6,649 shares of the company’s stock after buying an additional […]
April 7, 2024
Cranbrook Wealth Management LLC cut its holdings in shares of iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ – Free Report) by 4.2% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 33,116 shares of the company’s stock after selling 1,444 shares during […]
April 4, 2024
Only about one-quarter of enterprises are expected to standardize and unify their communications by 2027, new report finds ...
April 4, 2024
The financial services and energy sectors led the return of value stocks in Q1 2024.