ETF
177 articles • Page 3 of 4
Diversified Trust Co reduced its holdings of Vanguard Total World Stock ETF (NYSEARCA: VT) in the third quarter by selling 8,404 shares. After this transaction, they hold a total of 34,515 shares....
MPS Loria Financial Planners LLC increased its holdings in Vanguard Small-Cap ETF (NYSEARCA:VB) by 2.1% during the third quarter, adding 3,136 shares to reach a total of 149,475 shares....
During the third quarter, Perigon Wealth Management LLC increased its holdings in Vanguard Short-Term Corporate Bond ETF (VCSH) by purchasing an additional 7,611 shares. This transaction raised their ...
Cahaba Wealth Management Inc. increased its holdings in the iShares National Muni Bond ETF (MUB) by 7.7% in the third quarter, purchasing an additional 24,132 shares and bringing its total ownership t...
Everpar Advisors LLC increased its holdings of Capital Group's Dividend Value ETF (CGDV) by 16.8% in the third quarter, resulting in ownership of 114,823 shares after purchasing an additional 16,490 s...
Osaic Holdings Inc., an institutional investor, raised its stake in Franklin Focused Growth ETF (NYSEARCA:FFOG) during the second quarter. It reported owning 55,924 shares after purchasing an addition...
The short interest in Simplify Tara India Opportunities ETF (IOPP) significantly decreased by 34.8% from November 30th to December 15th, reducing the total short shares to 1,365. This represents a dec...
The SPDR Doubleline Total Return Tactical ETF (TOTL) reported a notable decrease in short interest by 35.2% from the previous month, dropping to 387,432 shares as of December 15th....
Invesco's S&P 500 GARP ETF (SPGP) saw a significant decline of 34.9% in short interest from November to December, dropping to 13,085 shares by December 15th from 20,111 shares at the end of November....
The iShares Currency Hedged MSCI Japan ETF experienced a significant decrease of 34.9% in short interest between November and December, dropping from 46,249 shares to 30,105 shares as of December 15th...
Columbus Macro LLC increased its holdings of Vanguard Emerging Markets Government Bond ETF (VWOB) by 9.3% during the third quarter according to recent filings with the Securities and Exchange Commissi...
Carnegie Investment Counsel increased its investment in the iShares 0-3 Month Treasury Bond ETF (SGOV) by 30.9% during the third quarter of the year, adding 18,896 shares to reach a total holding of 8...
In the third quarter, Clune & Associates LTD increased its holdings in Dimensional Short-Duration Fixed Income ETF (DFSD) by purchasing an additional 11,040 shares. This increase brings their total ow...
Client First Advisory Group LLC has increased its holdings in SPDR Portfolio S&P 500 ETF (NYSEARCA:SPLG) by purchasing an additional 25,118 shares in the third quarter, bringing their total ownership ...
Client 1ST Advisory Group LLC decreased its holdings of Dimensional International Core Equity 2 ETF (BATS:DFIC) in the third quarter, selling 21,581 shares and reducing its stake to 437,732 shares....
FLP Wealth Management LLC significantly increased its stake in the iShares Core S&P 500 ETF (IVV) during the third quarter by up to 2,428.2%. The firm's ownership rose to 12,717 shares after acquiring...
Carnegie Investment Counsel increased their investment in Vanguard Tax-Exempt Bond ETF (VTEB) by 3.3% during the third quarter, adding an additional 11,453 shares to reach a total of 361,706 shares....
Osaic Holdings Inc. increased its holdings in Innovator International Developed Power Buffer ETF by 21.6% during Q2, acquiring an additional 18,352 shares, bringing the total to 103,213 shares....
Clayton Financial Group LLC increased its holdings of iShares MSCI EAFE Value ETF (EFV) by purchasing an additional 8,338 shares in the third quarter. This move boosted their total ownership to 16,800...
Brookstone Capital Management significantly increased its holdings of iShares S&P 100 ETF (symbol: OEF) in the third quarter. The firm's ownership rose to 36,006 shares after purchasing an additional ...
Cwm LLC increased its holdings in SPDR Portfolio S&P 500 ETF (NYSEARCA:SPLG) by purchasing an additional 18,453 shares during the third quarter. As a result of this transaction, the firm now owns 9,95...
Cwm LLC increased its stock position in the Invesco S&P 500 Momentum ETF (SPMO) by buying an additional 164,530 shares in the third quarter. The company now holds a total of 2,622,555 shares....
Cwm LLC increased its holdings of SPDR Portfolio Europe ETF (NYSEARCA:SPEU) during the third quarter by buying an additional 168,266 shares. This brought their total to 2,215,382 shares....
Cambridge Advisors Inc. increased its holdings of JPMorgan Equity Premium Income ETF (JEPI) by 8.8% in the third quarter, according to recent SEC filings. The firm now holds 187,501 shares after purch...
Fiduciary Planning LLC increased its holdings in iShares S&P 100 ETF (OEF) by acquiring an additional 2,626 shares during the third quarter. This brought their total holdings to 33,052 shares....
Brookstone Capital Management increased its holdings in the Vanguard S&P 500 ETF (VOO) by purchasing an additional 4,859 shares in the third quarter, bringing their total to 123,759 shares worth $75.7...
The abrdn Physical Silver Shares ETF (SIVR) achieved a new one-year high on Tuesday with shares trading as high as $65.95 and closing at $65.59, following the previous day's close of $63.98. Trading v...
Centerline Wealth Advisors LLC reduced its holding of Fidelity Blue Chip Growth ETF (BATS:FBCG) by 10.5% in the third quarter, selling off 48,339 shares and retaining 411,352 shares....
Brookstone Capital Management increased its share ownership of iShares S&P 500 Value ETF (IVE) in the third quarter by purchasing an additional 8,498 shares, raising its total holdings to 107,094 shar...
Brookstone Capital Management increased its holdings in the Vanguard Tax-Exempt Bond ETF (VTEB) by purchasing an additional 83,718 shares during Q3. This resulted in a total ownership position of 455,...
Thrivent Financial for Lutherans reduced its holding in First Trust's RDVY ETF by 40,130 shares during the second quarter. As a result, it now holds 35,116 shares....
Cliftonlarsonallen Wealth Advisors LLC reduced its holdings of SPDR Nuveen ICE Municipal Bond ETF (NYSEARCA:TFI) by 23% during the third quarter, selling off 85,264 shares and holding 285,600 shares....
Institutional investor Sound Income Strategies LLC reduced its holdings of Vanguard S&P 500 ETF (VOO) by selling 1,586 shares in the third quarter. This decrease represents a 16.3% reduction from prev...
SK Wealth Management LLC increased its shareholdings in iShares Core S&P 500 ETF (symbol: IVV) by purchasing an additional 1,903 shares during the third quarter. This增持使得其持有的股票总数达到9,648股，从而使IVV成为该公司第十...
SoundView Advisors Inc. increased its holdings of Vanguard S&P 500 ETF (NYSEARCA: VOO) by 20.1% in the third quarter, acquiring an additional 21,345 shares to total ownership of 127,462 shares....
Hixon Zuercher LLC increased its ownership in the John Hancock Multifactor Mid Cap ETF (JHMM) by purchasing an additional 10,374 shares during the third quarter. As a result, they now hold 144,459 sha...
Capital Insight Partners LLC reduced its holding in iShares National Muni Bond ETF (MUB) by 42.9% during the third quarter, according to a recent SEC filing....
Exchange Traded Concepts LLC increased its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA: AGG) during the third quarter, reporting ownership of 1,996,428 shares after an additional purcha...
In the third quarter of the year, CCM Investment Advisers LLC bought a new position in iShares Core S&P 500 ETF (symbol $IVV) by acquiring approximately 748 shares valued at around $501,000. The c...
In the third quarter, Fifth Third Securities Inc. increased its holdings of Vanguard Mega Cap Growth ETF (symbol MGK) by 110.8%, adding 5,408 shares to bring its total ownership to 10,289 shares....
Osaic Holdings Inc. increased its holdings of ARK Next Generation Internet ETF (NYSEARCA:ARKW) in the second quarter of 2023, raising its stock count to 63,826 shares after a purchase of an additional...
Orion Portfolio Solutions LLC increased its holdings of Innovator U.S. Equity Ultra Buffer ETF - July (BATS:UJUL) by 144.9% in the second quarter, according to SEC filing. The firm's ownership now inc...
Osaic Holdings Inc increased its holdings of Innovator U.S. Equity Buffer ETF – February (BATS:BFEB) by 31,393 shares during the second quarter, bringing the total ownership to 219,553 shares....
Osaic Holdings Inc. reduced its holdings in Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM) by 9.3% during the second quarter, trading out 35,962 shares to own a total of 351,018 shares following the transact...
Orion Portfolio Solutions LLC sold 16,013 shares of the Fidelity MSCI Communication Services Index ETF (FCOM) in the second quarter, reducing its position by 34.5%. After these sales, Orion holds 30,4...
Thrivent Financial for Lutherans decreased its investment in the iShares 7-10 Year Treasury Bond ETF (IEF) by 83.7% during the second quarter. The organization now holds 50,542 shares of this ETF afte...
Fermata Advisors LLC reduced its holdings of the iShares Core S&P 500 ETF (NYSEARCA:IVV) in Q3, decreasing its stock ownership from prior levels by selling 5,978 shares and ending with a holding of 1,...
During the third quarter, Eclectic Associates Inc. ADV reduced its holdings in Vanguard S&P 500 ETF (VOO) by selling 9,120 shares, resulting in a new holding of 9,833 shares. This reduction indicates ...
Breakthru Advisory Services LLC increased its holdings of iShares Core S&P 500 ETF (NYSEARCA: IVV) by 60.2% during the third quarter, raising its ownership to 45,318 shares after acquiring an addition...
The stock price of Invesco Dorsey Wright Technology Momentum ETF traded above its fifty-day moving average on Friday, with the stock closing at $78.16 and reaching a high of $78.45....