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iShares S&P 500 Value ETF (NYSEARCA:IVE) Shares Sold by Belpointe Asset Management LLC

Belpointe Asset Management LLC decreased its position in iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report) by 21.4% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 28,078 shares of the company’s stock after selling 7,630 shares during the quarter. Belpointe Asset Management LLC’s […] ....

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Beacon Bridge Wealth Partners LLC Raises Position in iShares MSCI EAFE Value ETF (BATS:EFV)

Beacon Bridge Wealth Partners LLC grew its holdings in iShares MSCI EAFE Value ETF (BATS:EFV – Free Report) by 11.0% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 91,022 shares of the company’s stock after purchasing an additional 9,038 shares during […] ....

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Rice Partnership LLC Sells 125 Shares of iShares Russell 2000 Value ETF (NYSEARCA:IWN)

Rice Partnership LLC reduced its holdings in shares of iShares Russell 2000 Value ETF (NYSEARCA:IWN – Free Report) by 25.0% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 375 shares of the company’s stock after selling 125 shares during the quarter. […] ....

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Dorsey & Whitney Trust CO LLC Has $4.58 Million Holdings in iShares Russell 1000 Value ETF (NYSEARCA:IWD)

Dorsey & Whitney Trust CO LLC cut its stake in shares of iShares Russell 1000 Value ETF (NYSEARCA:IWD – Free Report) by 1.7% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 27,732 shares of the exchange traded fund’s stock after selling 474 […] ....

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Peterson Financial Group Inc. Has $1.24 Million Stock Holdings in iShares Russell Top 200 Value ETF (NYSEARCA:IWX)

Peterson Financial Group Inc. decreased its holdings in shares of iShares Russell Top 200 Value ETF (NYSEARCA:IWX – Free Report) by 13.1% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 17,618 shares of the company’s stock after selling 2,657 […] ....

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