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New York State Common Retirement Fund Sells 374,548 Shares of JPMorgan Chase & Co. (NYSE:JPM)

New York State Common Retirement Fund decreased its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM) by 8.0% during the fourth quarter, HoldingsChannel reports. The firm owned 4,331,140 shares of the financial services provider’s stock after selling 374,548 shares during the period. JPMorgan Chase & Co. comprises 1.0% of New York State Common Retirement […]

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Cary Street Partners Investment Advisory LLC Cuts Holdings in iShares Russell 1000 Value ETF (NYSEARCA:IWD)

Cary Street Partners Investment Advisory LLC reduced its position in shares of iShares Russell 1000 Value ETF (NYSEARCA:IWD – Free Report) by 45.1% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 14,201 shares of the exchange traded fund’s stock […]

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Cary Street Partners Investment Advisory LLC Cuts Holdings in iShares Russell 1000 Value ETF (NYSEARCA:IWD)

Cary Street Partners Investment Advisory LLC Cuts Holdings in iShares Russell 1000 Value ETF (NYSEARCA:IWD)
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Global-strategic-investment-solutions , Financial-wealth-advisors , Value-index-fund , Atlas-brown-inc , Partners-investment-advisory , Sendero-wealth-management , Wealth-advisors , Securities-exchange-commission , Cary-street-partners-investment-advisory , Shares-russell , Free-report

McAdam LLC Sells 607 Shares of iShares Russell 1000 Growth ETF (NYSEARCA:IWF)

McAdam LLC lowered its position in shares of iShares Russell 1000 Growth ETF (NYSEARCA:IWF – Free Report) by 4.2% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 13,713 shares of the exchange traded fund’s stock after selling 607 shares during […]

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1,179 Shares in JPMorgan Chase & Co. (NYSE:JPM) Bought by Strata Wealth Advisors LLC

Strata Wealth Advisors LLC acquired a new position in shares of JPMorgan Chase & Co. (NYSE:JPM) during the 4th quarter, Holdings Channel.com reports. The firm acquired 1,179 shares of the financial services provider’s stock, valued at approximately $200,000. Several other large investors have also recently added to or reduced their stakes in the company. Curbstone […]

James-dimon , Corporate-investment-bank , Morgan-stanley , Consumer-community-banking , Holdings-channel , Strata-wealth-advisors , Sendero-wealth-management , Raleigh-capital-management-inc , Jpmorgan-chase-co , Wells-fargo-company , Curbstone-financial-management-corp , Barclays

Gilliland Jeter Wealth Management LLC Makes New Investment in iShares Russell 1000 Value ETF (NYSEARCA:IWD)

Gilliland Jeter Wealth Management LLC Makes New Investment in iShares Russell 1000 Value ETF (NYSEARCA:IWD)
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Gilliland-jeter-wealth-management , Northrock-partners , Value-index-fund , Global-strategic-investment-solutions , Sendero-wealth-management , Atlas-brown-inc , Financial-wealth-advisors , Company-profile , Shares-russell , Free-report , Strategic-investment-solutions

Raab & Moskowitz Asset Management LLC Purchases 108 Shares of iShares Russell 1000 Growth ETF (NYSEARCA:IWF)

Raab & Moskowitz Asset Management LLC Purchases 108 Shares of iShares Russell 1000 Growth ETF (NYSEARCA:IWF)
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Morton-capital-management , Sendero-wealth-management , Stonehearth-capital-management , Growth-index-fund , Beacon-capital-management , Morton-brown-family-wealth , Raab-moskowitz-asset-management , Moskowitz-asset-management , Shares-russell , Free-report , Wealth-management

Onyx Bridge Wealth Group LLC Sells 198 Shares of JPMorgan Chase & Co. (NYSE:JPM)

Onyx Bridge Wealth Group LLC trimmed its holdings in JPMorgan Chase & Co. (NYSE:JPM – Free Report) by 1.8% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 10,740 shares of the financial services provider’s stock after selling 198 shares during the quarter. Onyx Bridge […]

United-states , America , Stacey-friedman , James-dimon , Corporate-investment-bank , Wealth-group , Jpmorgan-chase-co , Raleigh-capital-management-inc , Goldman-sachs-group , Securities-exchange-commission , Curbstone-financial-management-corp , Financial-management-network-inc

Kornitzer Capital Management Inc. KS Buys 770 Shares of JPMorgan Chase & Co. (NYSE:JPM)

Kornitzer Capital Management Inc. KS lifted its stake in shares of JPMorgan Chase & Co. (NYSE:JPM) by 0.8% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 91,836 shares of the financial services provider’s stock after purchasing an additional 770 shares during the quarter. […]

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15,260 Shares in Custom Truck One Source, Inc. (NYSE:CTOS) Acquired by Arbor Wealth Advisors LLC

15,260 Shares in Custom Truck One Source, Inc. (NYSE:CTOS) Acquired by Arbor Wealth Advisors LLC
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Canada , United-states , Securities-exchange-commission , Sg-americas-securities , Canvas-wealth-advisors , Sendero-wealth-management , Vanguard-group-inc , Arbor-wealth-advisors , Custom-truck-one-source-inc , Equipment-rental-solutions , Register-financial-advisors