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Partners Capital Investment Group LLP Has $687.27 Million Stock Holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Partners Capital Investment Group LLP increased its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 24.0% in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 1,438,914 shares of the company’s stock after acquiring an additional 278,793 shares during the […]

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Partners-capital-investment-group
Securities-exchange-commission
Arista-wealth-management
Truwealth-advisors
Financial-perspectives-inc
Triagen-wealth-management
Free-report
Capital-investment-group
Wealth-advisors
Waters-wealth-management

Boston Family Office LLC Trims Position in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Boston Family Office LLC Trims Position in iShares Core S&P 500 ETF (NYSEARCA:IVV)
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Massachusetts
United-states
Arista-wealth-management
Truwealth-advisors
Boston-family-office
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Triagen-wealth-management
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Family-office

Focus Financial Network Inc. ADV Invests $7.35 Million in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Focus Financial Network Inc. ADV bought a new position in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund bought 157,655 shares of the company’s stock, valued at approximately $7,350,000. Focus Financial Network […]

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Charles-schwab
Meridian-wealth-management
Financial-network-inc
Stockman-wealth-management-inc
Truist-financial-corp
Focus-financial-network
Free-report
Financial-network
Waters-wealth-management

Alta Wealth Advisors LLC Lowers Position in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Alta Wealth Advisors LLC trimmed its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 39.4% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 3,930 shares of the company’s stock after selling 2,554 shares during […]

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Financial-perspectives-inc
Truwealth-advisors
Alta-wealth-advisors
Arista-wealth-management
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Triagen-wealth-management
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Waters-wealth-management
Gen-wealth-management

Richwood Investment Advisors LLC Decreases Stock Position in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Richwood Investment Advisors LLC decreased its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 1.2% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 33,831 shares of the company’s stock after selling 400 shares during the quarter. iShares Core […]

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Truwealth-advisors
Arista-wealth-management
Triagen-wealth-management
Financial-perspectives-inc
Richwood-investment-advisors
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Waters-wealth-management

Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) Shares Sold by Zhang Financial LLC

Zhang Financial LLC cut its holdings in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) by 3.7% during the first quarter, HoldingsChannel reports. The fund owned 18,503 shares of the company’s stock after selling 719 shares during the period. Zhang Financial LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $851,000 at the […]

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Zhang-financial
Charles-schwab
Capital-insight-partners
Cooper-financial-group
Tradition-wealth-management
Free-report
Wealth-management
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Insight-partners
Waters-wealth-management

iShares Core S&P 500 ETF (NYSEARCA:IVV) Stake Boosted by US Bancorp DE

US Bancorp DE grew its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 9.9% in the 4th quarter, HoldingsChannel.com reports. The firm owned 6,802,926 shares of the company’s stock after purchasing an additional 613,035 shares during the quarter. iShares Core S&P 500 ETF comprises approximately 4.8% of US Bancorp […]

United-states
Triagen-wealth-management
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Arista-wealth-management
Us-bancorp
Truwealth-advisors
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Waters-wealth-management
Gen-wealth-management
Wealth-management

iShares Core S&P 500 ETF (NYSEARCA:IVV) is FineMark National Bank & Trust's 4th Largest Position

FineMark National Bank & Trust increased its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 7.5% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 206,251 shares of the company’s stock after acquiring an additional 14,374 […]

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Truwealth-advisors
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Arista-wealth-management
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Triagen-wealth-management
Free-report
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Wealth-advisors
Waters-wealth-management

SageView Advisory Group LLC Has $19.33 Million Holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV)

SageView Advisory Group LLC Has $19.33 Million Holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV)
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Sageview-advisory-group
Financial-perspectives-inc
Truwealth-advisors
Triagen-wealth-management
Arista-wealth-management
Free-report
View-advisory-group
Wealth-advisors
Waters-wealth-management

Hanlon Investment Management Inc. Sells 593 Shares of iShares Core S&P 500 ETF (NYSEARCA:IVV)

Hanlon Investment Management Inc. cut its position in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 4.5% during the fourth quarter, Holdings Channel reports. The firm owned 12,543 shares of the company’s stock after selling 593 shares during the period. iShares Core S&P 500 ETF makes up approximately 1.9% of Hanlon Investment Management […]

United-states
Truwealth-advisors
Triagen-wealth-management
Hanlon-investment-management-inc
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Arista-wealth-management
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Hanlon-investment-management
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