ETFs
196 articles • Page 4 of 4
Crane Advisory LLC has increased its holdings of Vanguard Growth ETF (VUG) by 1% during the third quarter, adding 1,651 shares to its portfolio. The total ownership now stands at 171,081 shares, makin...
Crane Advisory LLC increased its holdings in JPMorgan Ultra-Short Income ETF by 4% during the third quarter of 2023, acquiring an additional 56,362 shares to total 1,477,574 shares....
Thrivent Financial for Lutherans has made a new investment of approximately $2.22 million in the Dimensional Short-Duration Fixed Income ETF (DFSD). In its latest filing with the Securities and Exchan...
Founders Financial Securities LLC increased its holdings in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA) by 7.8% during the third quarter, adding an extra 38,374 shares to reach a total of 533,3...
Thrivent Financial for Lutherans increased its holdings in Vanguard Information Technology ETF (VGT) by 36.3% during the second quarter, as stated in their latest filing with the SEC. The institution ...
Farther Finance Advisors LLC increased its holdings of Dimensional US Core Equity Market ETF (DFAU) by 11.7% in the third quarter through additional purchases of 23,255 shares....
During the third quarter, Legacy Wealth Management Inc increased its holdings in iShares Core S&P 500 ETF (IVV) by 1.4%. The total ownership now stands at 537,532 shares post acquisition of an additio...
Spinnaker Investment Group LLC acquired a new position in shares of the iShares Core S&P 500 ETF (NYSEARCA: IVV) during the third quarter, as reported by their latest Form 13F filing with the SEC. The...
Evanson Asset Management LLC increased its investment in the Dimensional International Value ETF (DFIV) by 4.0% during Q3, as stated in a recent SEC filing. The firm now holds 1,356,519 shares after b...
Exchange Traded Concepts LLC increased its holdings of Vanguard FTSE Developed Markets ETF (VEA) by 70.1% during the third quarter, purchasing an additional 330,103 shares to hold a total of 801,245 s...
Fairvoy Private Wealth LLC increased its investment in the ETF Invesco QQQ by buying an additional 1,770 shares, raising their total holdings to 10,349 shares as per recent filing with SEC....
Cornerstone Management Inc. increased its holdings of iShares Core U.S. REIT ETF (NYSEARCA: USRT) in the third quarter by purchasing an additional 20,449 shares, bringing total ownership to 147,076 sh...
Orion Portfolio Solutions LLC increased its holdings of Capital Group's New Geography Equity ETF (CGNG) by 106.9% in the second quarter....
Financial Advisory Corp decreased its holdings of iShares Core S&P 500 ETF from 188,440 to 187,111 shares in the third quarter through a sale of 1,329 shares....
Dynamic Advisor Solutions LLC decreased its holdings of Schwab U.S. Mid-Cap ETF (SCHM) by 2.8% during the third quarter, selling 27,331 shares and holding a total of 932,529 shares....
Eclectic Associates Inc. ADV decreased its stock holdings in the iShares S&P 500 Growth ETF (NYSEARCA: IVW) by 10.9% during the third quarter, selling 6,356 shares and reducing their total ownership t...
Dynamic Advisor Solutions LLC increased its holdings in Invesco Total Return Bond ETF (GTO) by 3.8% during the third quarter of 2021, adding 22,827 shares to its existing portfolio of 621,592 shares....
Eclectic Associates Inc. ADV increased its holdings of Capital Group Growth ETF (CGGR) by 4.8% in the third quarter, as reported through a securities filing with the SEC. The firm’s added shares bring...
Cypress Financial Planning LLC increased its holdings of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) by purchasing an additional 15,217 shares during the third quarter, bringing their total o...
Fermata Advisors LLC increased its stake in Dimensional International Core Equity Market ETF (DFAI) during the third quarter by acquiring an additional 38,303 shares, bringing its total holdings to 35...
Flower City Capital reduced its holdings in Vanguard S&P 500 ETF (VOO) by selling 843 shares during the third quarter, resulting in ownership of 23,712 shares. This remains the third largest position ...
Embree Financial Group bought 4,936 shares of the iShares 10-20 Year Treasury Bond ETF during Q3 as per their latest SEC filing. The new position has a value of approximately $508,000....
Embree Financial Group reduced its holdings of Dimensional U.S. Small Cap ETF (DFAS) by 26.3% in Q3, selling 11,772 shares and holding a new total of 32,924 shares....
Cambridge Advisors Inc. decreased its holdings of the Vanguard Total Stock Market ETF (VTI) by 5.3% during the third quarter, selling off 2,069 shares to hold a total of 37,059 shares, which constitut...
Harbor Investment Advisory LLC decreased its holdings in the Invesco S&P 500 Equal Weight ETF (RSP) by selling 4,273 shares during the third quarter. This reduction brought their total ownership to 64...
The Fidelity Low Volatility Factor ETF saw its shares reach a new 52-week high during trading on Friday, with the highest traded price being $67.94 and closing at $67.8440 following volume of 37,578 s...
Carnegie Investment Counsel reduced its holdings of the SPDR Portfolio S&P 600 Small Cap ETF (SPSM) by selling 58,706 shares during Q3, resulting in a new total of 286,674 shares....
Thrivent Financial for Lutherans increased its stake in iShares U.S. Consumer Discretionary ETF (NYSEARCA:IYC) by purchasing an additional 6,323 shares during the second quarter, resulting in a total ...
Evanson Asset Management LLC increased its shareholding in the Vanguard S&P 500 ETF (VOO) by purchasing an additional 5,060 shares during the third quarter, as reported to the SEC. The firm now holds ...
Osaic Holdings Inc. reduced its holdings of iShares Morningstar Growth ETF (ILCG) by 16,401 shares or 13.3% in the second quarter, resulting in a stake of 107,243 shares valued at $10.39 million....
Dynamic Advisor Solutions LLC reduced its holdings of T. Rowe Price Equity Income ETF (NYSEARCA: TEQI) during the third quarter, selling 19,302 shares and holding a total of 79,742 shares post-sale....
During the third quarter, Dynamic Advisor Solutions LLC reduced its holdings in SPDR Gold Shares (NYSEARCA:GLD) by selling 3,473 shares, decreasing their position by 4.3%. The institutional investor n...
During the third quarter, Heck Capital Advisors LLC increased its holdings in Vanguard Total Stock Market ETF (NYSEARCA: VTI) by acquiring an additional 11,781 shares. The total stake now comprises 36...
Farnam Financial LLC increased its holdings of Invesco BulletShares 2025 Corporate Bond ETF (NASDAQ:BSCP) by 22.4% during the third quarter, adding 39,630 shares to their existing position, according ...
Evolution Wealth Management Inc. increased its holdings in SPDR Portfolio S&P 500 ETF (SPLG) with a purchase of 22,202 shares during the third quarter, raising its total to 36,459 shares....
Elk River Wealth Management LLC increased its holdings of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) in the third quarter, adding 6,928 shares to bring its total ownership to 334,430 shares....
Centennial Wealth Advisory LLC augmented its holdings of iShares Core S&P 500 ETF (IVV) by 4.2% in Q3. As of the latest SEC filing, they hold a total of 30,407 shares after buying an additional 1,237 ...
Diversified Trust Co increased its holdings in iShares MSCI EAFE ETF by 8.8% during the third quarter. The institutional investor now owns 146,683 shares of the ETF after purchasing an additional 11,9...
Diversified Trust Co increased its holding in Invesco S&P 500 Equal Weight ETF (RSP) by 33% during the third quarter. The firm's holdings include 29,490 shares after purchasing an additional 7,315 sha...
Clark Asset Management LLC increased its holdings of Vanguard Total International Bond ETF (NASDAQ:BNDX) during the third quarter, purchasing an additional 64,725 shares. The firm now holds a total of...
Fire Capital Management LLC increased its holdings in Vanguard S&P 500 ETF (VOO) by 322.2% in the third quarter of the year, as reported in their latest filing with the SEC. The company now owns a tot...
Centerline Wealth Advisors LLC increased its holdings of Fidelity High Dividend ETF (FDVV) by 42.5% in the third quarter, adding an additional 28,410 shares to reach a total ownership of 95,324 shares...
The Innovator U.S. Equity Power Buffer ETF - May reached its highest point in the last year, peaking at $39.42 and closing at $39.5550 with a trading volume of 6320 shares....
Farther Finance Advisors LLC decreased its holdings in Vanguard S&P 500 ETF (NYSEARCA: VOO) by selling 10,999 shares during the third quarter of 2023. As a result of this transaction, the firm's total...
Dynamic Advisor Solutions LLC increased its holdings in the iShares Core S&P 500 ETF (NYSEARCA: IVV) by purchasing an additional 4,017 shares during the third quarter. As a result of this acquisition,...
Chris Bulman Inc reduced its holdings in iShares Russell 2000 ETF (IWM) by selling 2,293 shares in the third quarter. The company now owns 10,729 shares....