Scratch Capital LLC purchased a new stake in iShares TIPS Bond ETF (NYSEARCA:TIP – Free Report) in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor purchased 25,228 shares of the exchange traded fund’s stock, valued at approximately $2,688,000. iShares TIPS Bond ETF makes up approximately […]

Cascade Wealth Advisors Inc cut its holdings in Vanguard Value ETF (NYSEARCA:VTV – Free Report) by 6.4% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 22,864 shares of the company’s stock after selling 1,574 shares during the period. Vanguard […]

Meridian Wealth Management LLC lowered its position in shares of Vanguard Mid-Cap Value ETF (NYSEARCA:VOE – Free Report) by 6.3% in the 4th quarter, HoldingsChannel reports. The institutional investor owned 11,472 shares of the company’s stock after selling 771 shares during the period. Meridian Wealth Management LLC’s holdings in Vanguard Mid-Cap Value ETF were worth […]

Meridian Wealth Management LLC grew its position in shares of Schwab Municipal Bond ETF (NYSEARCA:SCMB – Free Report) by 593.4% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 55,245 shares of the company’s stock after buying an additional 47,278 shares during the period. […]

Mainstream Capital Management LLC purchased a new position in shares of Schwab Ultra-Short Income ETF (NYSEARCA:SCUS – Free Report) during the fourth quarter, HoldingsChannel reports. The firm purchased 10,350 shares of the company’s stock, valued at approximately $260,000. A number of other institutional investors and hedge funds have also made changes to their positions in […]

Alley Investment Management Company LLC increased its stake in shares of Schwab US Broad Market ETF (NYSEARCA:SCHB – Free Report) by 200.0% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 10,686 shares of the company’s stock after buying an additional 7,124 […]

Proficio Capital Partners LLC acquired a new position in shares of iShares Russell Top 200 Value ETF (NYSEARCA:IWX – Free Report) during the 4th quarter, Holdings Channel.com reports. The firm acquired 59,668 shares of the company’s stock, valued at approximately $4,716,000. A number of other institutional investors and hedge funds have also bought and sold […]