Curry Webb Wealth Management LLC acquired a new stake in iShares Russell 3000 ETF (NYSEARCA:IWV – Free Report) in the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund acquired 1,435 shares of the company’s stock, valued at approximately $532,000. Other large investors have […]

Curry Webb Wealth Management LLC acquired a new stake in Schwab 1000 Index ETF (NYSEARCA:SCHK – Free Report) in the 1st quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor acquired 43,999 shares of the company’s stock, valued at approximately $1,379,000. Other hedge funds and other […]

Contango Wealth Management LLC acquired a new position in iShares 10-20 Year Treasury Bond ETF (NYSEARCA:TLH – Free Report) during the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 17,772 shares of the company’s stock, valued at approximately $1,790,000. iShares […]

Curry Webb Wealth Management LLC bought a new stake in Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) in the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm bought 45,894 shares of the company’s stock, valued at approximately $1,136,000. Other large investors also recently bought […]

WNY Asset Management LLC purchased a new stake in Nuveen ESG U.S. Aggregate Bond ETF (NYSEARCA:NUBD – Free Report) during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 33,350 shares of the company’s stock, valued at approximately $741,000. WNY Asset Management LLC owned […]

Curry Webb Wealth Management LLC bought a new position in Invesco Total Return Bond ETF (NYSEARCA:GTO – Free Report) in the first quarter, Holdings Channel reports. The institutional investor bought 134,445 shares of the company’s stock, valued at approximately $6,296,000. Invesco Total Return Bond ETF makes up about 3.0% of Curry Webb Wealth Management LLC’s […]

Curry Webb Wealth Management LLC bought a new stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) during the first quarter, HoldingsChannel.com reports. The fund bought 8,336 shares of the exchange traded fund’s stock, valued at approximately $1,036,000. Other hedge funds and other institutional investors have also made changes to their positions in […]

Curry Webb Wealth Management LLC bought a new stake in Schwab International Small-Cap Equity ETF (NYSEARCA:SCHC – Free Report) in the 1st quarter, according to its most recent 13F filing with the SEC. The firm bought 52,679 shares of the company’s stock, valued at approximately $2,462,000. Schwab International Small-Cap Equity ETF accounts for 1.2% of […]

FAS Wealth Partners Inc. increased its stake in shares of SPDR S&P 400 Mid Cap Value ETF (NYSEARCA:MDYV – Free Report) by 2.4% during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 625,208 shares of the company’s stock after buying an additional […]

Stillwater Private Wealth LLC bought a new position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The firm bought 793 shares of the ETF’s stock, valued at approximately $517,000. A number of other institutional investors […]

Curry Webb Wealth Management LLC purchased a new position in Invesco Equal Weight 0-30 Year Treasury ETF (NYSEARCA:GOVI – Free Report) in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund purchased 42,958 shares of the company’s stock, valued at approximately $1,172,000. Curry […]

Stillwater Private Wealth LLC acquired a new stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) in the 1st quarter, according to its most recent Form 13F filing with the SEC. The institutional investor acquired 4,705 shares of the exchange traded fund’s stock, valued at approximately $584,000. A number of other hedge funds […]

Curry Webb Wealth Management LLC acquired a new position in shares of Invesco Fundamental High Yield Corporate Bond ETF (NYSEARCA:PHB – Free Report) during the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund acquired 193,697 shares of the company’s stock, valued at approximately $3,475,000. Invesco […]

Curry Webb Wealth Management LLC acquired a new stake in shares of Invesco International Developed Dynamic Multifactor ETF (BATS:IMFL – Free Report) during the 1st quarter, according to its most recent disclosure with the SEC. The fund acquired 199,457 shares of the company’s stock, valued at approximately $6,311,000. Invesco International Developed Dynamic Multifactor ETF makes […]