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Pathstone Holdings LLC Invests $51.36 Million in iShares MSCI EAFE Value ETF (BATS:EFV)

Pathstone Holdings LLC acquired a new position in shares of iShares MSCI EAFE Value ETF (BATS:EFV – Free Report) in the 4th quarter, according to its most recent disclosure with the SEC. The fund acquired 985,704 shares of the company’s stock, valued at approximately $51,355,000. Pathstone Holdings LLC owned about 0.29% of iShares MSCI EAFE […] ....

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Elevate Wealth Advisory Inc. Invests $4.38 Million in iShares MSCI EAFE Value ETF (BATS:EFV)

Elevate Wealth Advisory Inc. acquired a new position in iShares MSCI EAFE Value ETF (BATS:EFV – Free Report) in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm acquired 83,968 shares of the company’s stock, valued at approximately $4,375,000. iShares MSCI EAFE […] ....

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Visionary Wealth Advisors Has $4.40 Million Holdings in iShares Core Dividend Growth ETF (NYSEARCA:DGRO)

Visionary Wealth Advisors decreased its holdings in iShares Core Dividend Growth ETF (NYSEARCA:DGRO – Free Report) by 1.4% during the 4th quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 81,730 shares of the company’s stock after selling 1,120 shares during the quarter. Visionary Wealth Advisors’ holdings […] ....

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Elevate Wealth Advisory Inc. Buys New Shares in Dimensional Inflation-Protected Securities ETF (NYSEARCA:DFIP)

Elevate Wealth Advisory Inc. bought a new stake in shares of Dimensional Inflation-Protected Securities ETF (NYSEARCA:DFIP – Free Report) during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund bought 4,928 shares of the company’s stock, valued at approximately $203,000. Elevate Wealth Advisory Inc. […] ....

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Mmbg Investment Advisors CO. Buys Shares of 14,580 iShares Core Dividend Growth ETF (NYSEARCA:DGRO)

Mmbg Investment Advisors CO. bought a new stake in iShares Core Dividend Growth ETF (NYSEARCA:DGRO – Free Report) during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund bought 14,580 shares of the company’s stock, valued at approximately $785,000. A number of other […] ....

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