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Encompass Wealth Advisors LLC grew its holdings in shares of SPDR S&P Regional Banking ETF (NYSEARCA:KRE – Free Report) by 21.0% during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 14,954 shares of the exchange traded fund’s stock after purchasing an additional […]
HBK Sorce Advisory LLC lessened its holdings in shares of iShares MSCI USA Min Vol Factor ETF (BATS:USMV – Free Report) by 12.4% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 5,579 shares of the company’s stock after selling […]
Parsons Capital Management Inc. RI boosted its position in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report) by 6.1% in the 3rd quarter, Holdings Channel reports. The institutional investor owned 4,669 shares of the company’s stock after buying an additional 269 shares during the quarter. Parsons Capital Management Inc. RI’s holdings in […]
Tradewinds LLC. acquired a new stake in iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report) during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 1,669 shares of the company’s stock, valued at approximately $257,000. Several other large investors have also made changes […]
Lincoln National Corp decreased its holdings in shares of First Trust NASDAQ Rising Dividend Achievers (NASDAQ:RDVY – Free Report) by 10.4% in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The firm owned 91,157 shares of the company’s stock after selling 10,573 shares during the period. Lincoln National Corp […]