First County Bank CT cut its holdings in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 0.8% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 18,647 shares of the exchange traded fund’s stock after selling 150 shares during the quarter. […]
Financial Planning & Information Services Inc. reduced its stake in shares of iShares Core S&P U.S. Value ETF (NASDAQ:IUSV – Free Report) by 2.9% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 44,976 shares of the company’s stock after selling […]
Financial Planning & Information Services Inc. lowered its holdings in shares of Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO – Free Report) by 6.1% during the 4th quarter, Holdings Channel reports. The fund owned 38,351 shares of the exchange traded fund’s stock after selling 2,496 shares during the period. Financial Planning & Information Services Inc.’s holdings […]
Syverson Strege & Co trimmed its stake in shares of Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS – Free Report) by 6.3% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 46,062 shares of the company’s stock after selling 3,110 shares during the quarter. Dimensional U.S. […]
Freedom Investment Management Inc. raised its holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 37.5% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 40,480 shares of the exchange traded fund’s stock after acquiring an additional 11,034 […]
Freedom Investment Management Inc. grew its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 1,214.8% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 11,018 shares of the company’s stock after buying an additional 10,180 shares during the quarter. […]
Creative Planning lessened its position in shares of Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) by 1.0% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 1,855,665 shares of the company’s stock after selling 19,552 shares during the quarter. Creative Planning owned about 0.82% […]
True Wealth Design LLC lowered its position in Avantis International Equity ETF (NYSEARCA:AVDE – Free Report) by 2.4% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 110,654 shares of the company’s stock after selling 2,728 shares during the quarter. Avantis International Equity ETF comprises […]
True Wealth Design LLC lessened its position in Dimensional U.S. Equity ETF (NYSEARCA:DFUS – Free Report) by 14.2% during the 4th quarter, HoldingsChannel.com reports. The fund owned 49,601 shares of the company’s stock after selling 8,208 shares during the period. Dimensional U.S. Equity ETF accounts for about 0.7% of True Wealth Design LLC’s investment portfolio, […]
Vivaldi Capital Management LP raised its stake in shares of Vanguard Total World Stock ETF (NYSEARCA:VT – Free Report) by 89.3% in the 4th quarter, HoldingsChannel reports. The firm owned 14,796 shares of the exchange traded fund’s stock after purchasing an additional 6,978 shares during the period. Vivaldi Capital Management LP’s holdings in Vanguard Total […]