Lifeworks Advisors LLC raised its holdings in iShares Russell 2000 ETF (NYSEARCA:IWM – Free Report) by 74.1% in the third quarter, Holdings Channel reports. The fund owned 7,486 shares of the exchange traded fund’s stock after buying an additional 3,187 shares during the period. Lifeworks Advisors LLC’s holdings in iShares Russell 2000 ETF were worth […]

Bell Bank cut its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 6.9% in the third quarter, HoldingsChannel reports. The institutional investor owned 446,104 shares of the company’s stock after selling 33,267 shares during the quarter. iShares Core U.S. Aggregate Bond ETF makes up about 5.3% of Bell Bank’s holdings, […]

Kovack Advisors Inc. boosted its position in VanEck Gold Miners ETF (NYSEARCA:GDX – Free Report) by 85.1% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 17,055 shares of the exchange traded fund’s stock after buying an additional 7,842 shares during the quarter. Kovack […]

BCM Advisors LLC grew its position in shares of Vanguard Intermediate-Term Bond ETF (NYSEARCA:BIV – Free Report) by 1.4% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The fund owned 790,476 shares of the company’s stock after purchasing an additional 10,902 shares during the quarter. Vanguard Intermediate-Term […]

Unionview LLC trimmed its holdings in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 2.4% in the third quarter, HoldingsChannel reports. The firm owned 3,308 shares of the company’s stock after selling 81 shares during the period. Vanguard Total Stock Market ETF makes up about 0.7% of Unionview LLC’s portfolio, making […]

BCM Advisors LLC increased its position in Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS – Free Report) by 7.9% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 36,880 shares of the company’s stock after buying an additional 2,698 shares during […]

Harbour Investments Inc. reduced its holdings in Vanguard Small-Cap Value ETF (NYSEARCA:VBR – Free Report) by 2.1% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 9,788 shares of the company’s stock after selling 215 shares during the quarter. Harbour Investments Inc.’s holdings […]

Unionview LLC lowered its holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 0.3% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 39,783 shares of the exchange traded fund’s stock after selling 122 shares during […]

OneDigital Investment Advisors LLC grew its holdings in shares of iShares U.S. Technology ETF (NYSEARCA:IYW – Free Report) by 2.1% in the third quarter, HoldingsChannel.com reports. The fund owned 714,361 shares of the exchange traded fund’s stock after purchasing an additional 14,758 shares during the period. iShares U.S. Technology ETF accounts for about 1.2% of […]

Snider Financial Group grew its holdings in shares of iShares U.S. Treasury Bond ETF (BATS:GOVT – Free Report) by 20.4% in the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 476,032 shares of the company’s stock after purchasing an additional 80,793 shares during the quarter. […]

Harbour Investments Inc. grew its position in iShares National Muni Bond ETF (NYSEARCA:MUB – Free Report) by 14.2% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 21,426 shares of the exchange traded fund’s stock after acquiring an additional 2,657 […]

Wealthstream Advisors Inc. raised its holdings in shares of Vanguard Total Bond Market ETF (NASDAQ:BND – Free Report) by 0.9% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 16,478 shares of the company’s stock after purchasing an additional 145 shares during the […]

Main Street Financial Solutions LLC decreased its position in shares of iShares Silver Trust (NYSEARCA:SLV – Free Report) by 15.5% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 50,593 shares of the exchange traded fund’s stock after selling 9,282 […]

OneDigital Investment Advisors LLC boosted its position in Avantis U.S. Equity ETF (NYSEARCA:AVUS – Free Report) by 0.3% during the 3rd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 744,603 shares of the company’s stock after purchasing an additional 2,161 shares during the period. Avantis U.S. Equity ETF […]

Bouvel Investment Partners LLC trimmed its holdings in shares of iShares S&P 500 Growth ETF (NYSEARCA:IVW – Free Report) by 1.4% in the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 38,184 shares of the company’s stock after selling 540 shares during the period. iShares […]

Harbour Investments Inc. cut its holdings in shares of VanEck Morningstar Wide Moat ETF (BATS:MOAT – Free Report) by 58.7% during the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 16,643 shares of the company’s stock after selling 23,607 shares during the quarter. Harbour Investments […]

Pier 88 Investment Partners LLC bought a new position in shares of iShares Russell 2000 Growth ETF (NYSEARCA:IWO – Free Report) during the 3rd quarter, according to the company in its most recent filing with the SEC. The fund bought 2,200 shares of the exchange traded fund’s stock, valued at approximately $625,000. Other large investors […]

Huntington National Bank cut its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 2.8% during the 3rd quarter, Holdings Channel reports. The fund owned 138,082 shares of the company’s stock after selling 3,911 shares during the period. Huntington National Bank’s holdings in iShares Core S&P 500 ETF were worth […]

Black Swift Group LLC bought a new stake in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH – Free Report) during the third quarter, HoldingsChannel.com reports. The fund bought 26,375 shares of the company’s stock, valued at approximately $1,644,000. A number of other institutional investors have also recently added to or reduced their stakes in the business. […]

First Heartland Consultants Inc. acquired a new position in shares of iShares Core Growth Allocation ETF (NYSEARCA:AOR – Free Report) in the 3rd quarter, Holdings Channel reports. The fund acquired 4,707 shares of the company’s stock, valued at approximately $279,000. Several other large investors have also recently added to or reduced their stakes in AOR. […]

Lifeworks Advisors LLC raised its holdings in Fidelity MSCI Consumer Discretionary Index ETF (NYSEARCA:FDIS – Free Report) by 28.6% in the 3rd quarter, HoldingsChannel reports. The fund owned 19,377 shares of the company’s stock after acquiring an additional 4,313 shares during the period. Lifeworks Advisors LLC’s holdings in Fidelity MSCI Consumer Discretionary Index ETF were […]

Cable Hill Partners LLC grew its position in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV – Free Report) by 4.3% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 1,207,655 shares of the company’s stock after purchasing an additional […]

Diversified Portfolios Inc. increased its holdings in Avantis International Equity ETF (NYSEARCA:AVDE – Free Report) by 14.8% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 579,028 shares of the company’s stock after purchasing an additional 74,552 shares during the quarter. Avantis […]

Summit Asset Management LLC increased its holdings in SPDR S&P MidCap 400 ETF Trust (NYSEARCA:MDY – Free Report) by 36.5% during the third quarter, Holdings Channel.com reports. The firm owned 748 shares of the exchange traded fund’s stock after acquiring an additional 200 shares during the quarter. Summit Asset Management LLC’s holdings in SPDR S&P […]

OneDigital Investment Advisors LLC decreased its position in SPDR Portfolio S&P 500 ETF (NYSEARCA:SPLG – Free Report) by 5.5% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 7,559,504 shares of the company’s stock after selling 436,587 shares during the quarter. […]

Sargent Investment Group LLC boosted its stake in shares of SPDR Portfolio S&P 500 Growth ETF (NYSEARCA:SPYG – Free Report) by 48.3% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 240,615 shares of the company’s stock after buying an additional 78,312 shares […]

Direxion Daily Regional Banks Bull 3x Shares (NYSEARCA:DPST – Get Free Report)’s stock price were up 10% on Monday . The stock traded as high as $154.74 and last traded at $153.60. Approximately 610,780 shares traded hands during mid-day trading, a decline of 55% from the average daily volume of 1,350,516 shares. The stock had […]

Summit Asset Management LLC raised its position in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 19.0% in the 3rd quarter, Holdings Channel reports. The firm owned 24,778 shares of the company’s stock after buying an additional 3,964 shares during the period. iShares Core S&P 500 ETF accounts for approximately 2.7% of Summit […]

OneDigital Investment Advisors LLC reduced its stake in shares of Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF (NYSEARCA:GSLC – Free Report) by 0.4% in the third quarter, Holdings Channel reports. The fund owned 760,097 shares of the company’s stock after selling 2,908 shares during the quarter. Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF […]

Direxion Daily Gold Miners Index Bull 2x Shares (NYSEARCA:NUGT – Get Free Report)’s share price dropped 10.5% during trading on Monday . The company traded as low as $42.05 and last traded at $42.11. Approximately 1,159,695 shares were traded during trading, a decline of 48% from the average daily volume of 2,221,534 shares. The stock […]

Valtinson Bruner Financial Planning LLC acquired a new stake in Vanguard Extended Duration Treasury ETF (NYSEARCA:EDV – Free Report) in the 3rd quarter, Holdings Channel reports. The firm acquired 372,215 shares of the company’s stock, valued at approximately $29,658,000. Vanguard Extended Duration Treasury ETF comprises approximately 10.3% of Valtinson Bruner Financial Planning LLC’s investment portfolio, […]

Valtinson Bruner Financial Planning LLC acquired a new stake in shares of iShares Ultra Short-Term Bond Active ETF (BATS:ICSH – Free Report) in the third quarter, HoldingsChannel.com reports. The institutional investor acquired 215,864 shares of the company’s stock, valued at approximately $10,953,000. iShares Ultra Short-Term Bond Active ETF accounts for 3.8% of Valtinson Bruner Financial […]

Planning Capital Management Corp lifted its holdings in SPDR Portfolio S&P 500 Growth ETF (NYSEARCA:SPYG – Free Report) by 4.0% in the 3rd quarter, HoldingsChannel.com reports. The institutional investor owned 93,449 shares of the company’s stock after acquiring an additional 3,565 shares during the quarter. SPDR Portfolio S&P 500 Growth ETF comprises about 5.1% of […]

Valtinson Bruner Financial Planning LLC reduced its stake in Innovator U.S. Small Cap Power Buffer ETF – October (BATS:KOCT – Free Report) by 0.6% in the third quarter, Holdings Channel.com reports. The institutional investor owned 128,949 shares of the company’s stock after selling 823 shares during the period. Innovator U.S. Small Cap Power Buffer ETF […]

Prime Capital Investment Advisors LLC raised its stake in shares of iShares U.S. Aerospace & Defense ETF (BATS:ITA – Free Report) by 0.3% during the third quarter, Holdings Channel reports. The firm owned 26,437 shares of the company’s stock after buying an additional 73 shares during the quarter. Prime Capital Investment Advisors LLC’s holdings in […]

One Wealth Management Investment & Advisory Services LLC lowered its stake in shares of Vanguard Mid-Cap ETF (NYSEARCA:VO – Free Report) by 5.1% during the 3rd quarter, HoldingsChannel.com reports. The fund owned 1,353 shares of the company’s stock after selling 73 shares during the quarter. One Wealth Management Investment & Advisory Services LLC’s holdings in […]