Cooper Haims Advisors LLC cut its holdings in shares of Kennametal Inc. (NYSE:KMT – Free Report) by 51.5% during the second quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 169,802 shares of the industrial products company’s stock after selling 180,126 shares during the period. Kennametal accounts […]

Wealth Advisors of Iowa LLC decreased its stake in shares of iShares National Muni Bond ETF (NYSEARCA:MUB – Free Report) by 7.3% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 8,793 shares of the exchange traded fund’s stock after selling 693 shares […]

Blueprint Investment Partners LLC reduced its holdings in Vanguard Growth ETF (NYSEARCA:VUG – Free Report) by 14.0% in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 9,236 shares of the company’s stock after selling 1,509 shares during the quarter. Blueprint Investment Partners LLC’s […]

PKS Advisory Services LLC cut its stake in shares of Vanguard Total Bond Market ETF (NASDAQ:BND – Free Report) by 8.3% in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 23,865 shares of the company’s stock after selling 2,166 shares […]

Wealth Advisors of Iowa LLC reduced its stake in shares of Pimco Total Return ETF (NYSEARCA:BOND – Free Report) by 4.6% during the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 25,142 shares of the exchange traded fund’s stock after selling 1,217 shares during […]

Cadence Wealth Management LLC lessened its stake in Vanguard Mid-Cap Value ETF (NYSEARCA:VOE – Free Report) by 12.5% in the 2nd quarter, HoldingsChannel.com reports. The firm owned 6,360 shares of the company’s stock after selling 910 shares during the period. Vanguard Mid-Cap Value ETF comprises 0.7% of Cadence Wealth Management LLC’s investment portfolio, making the […]

Cadence Wealth Management LLC lessened its holdings in shares of iShares MSCI Emerging Markets ETF (NYSEARCA:EEM – Free Report) by 41.3% during the second quarter, Holdings Channel.com reports. The firm owned 15,762 shares of the exchange traded fund’s stock after selling 11,110 shares during the quarter. iShares MSCI Emerging Markets ETF makes up 0.5% of […]

Blueprint Investment Partners LLC lowered its position in shares of iShares U.S. Treasury Bond ETF (BATS:GOVT – Free Report) by 82.2% in the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 147,478 shares of the company’s stock after selling 681,093 shares during the […]

Cooper Haims Advisors LLC raised its position in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 3.7% in the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 4,948 shares of the company’s stock after purchasing an additional 175 shares during […]

CFC Planning Co LLC raised its holdings in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 11.4% during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 2,902 shares of the company’s stock after purchasing an additional 296 shares […]

Blueprint Investment Partners LLC acquired a new stake in shares of iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH – Free Report) in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund acquired 71,992 shares of the company’s stock, valued at approximately $4,465,000. Other institutional […]