Schulz Wealth LTD. Invests $547,000 in iShares Russell 1000 Growth ETF $IWF
Schulz Wealth LTD. bought a new stake in iShares Russell 1000 Growth ETF (NYSEARCA:IWF – Free Report) in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor bought 4,404 shares of the exchange traded fund’s stock, valued at approximately $547,000. Other institutional investors and hedge […]
HB Wealth Management LLC Increases Position in iShares MSCI Intl Quality Factor ETF $IQLT
HB Wealth Management LLC lifted its holdings in shares of iShares MSCI Intl Quality Factor ETF (NYSEARCA:IQLT – Free Report) by 313.1% in the 2nd quarter, Holdings Channel.com reports. The institutional investor owned 108,416 shares of the company’s stock after buying an additional 82,171 shares during the quarter. HB Wealth Management LLC’s holdings in iShares […]
Capital & Planning LLC Sells 2,089 Shares of iShares MSCI USA Momentum Factor ETF $MTUM
Capital & Planning LLC reduced its stake in shares of iShares MSCI USA Momentum Factor ETF (BATS:MTUM – Free Report) by 6.8% in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 28,447 shares of the company’s stock after selling 2,089 shares during the quarter. iShares […]
iShares MSCI USA Min Vol Factor ETF $USMV Stake Lowered by Capital & Planning LLC
Capital & Planning LLC cut its stake in iShares MSCI USA Min Vol Factor ETF (BATS:USMV – Free Report) by 5.7% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 108,209 shares of the company’s stock after selling 6,586 shares during the quarter. iShares MSCI […]
iShares MSCI EAFE Small-Cap ETF $SCZ Shares Purchased by Concurrent Investment Advisors LLC
Concurrent Investment Advisors LLC lifted its position in iShares MSCI EAFE Small-Cap ETF (NASDAQ:SCZ – Free Report) by 46.8% in the second quarter, HoldingsChannel reports. The firm owned 41,895 shares of the company’s stock after buying an additional 13,354 shares during the period. Concurrent Investment Advisors LLC’s holdings in iShares MSCI EAFE Small-Cap ETF were […]
Parkside Financial Bank & Trust Sells 3,715 Shares of iShares Russell 2000 ETF $IWM
Parkside Financial Bank & Trust lowered its stake in shares of iShares Russell 2000 ETF (NYSEARCA:IWM – Free Report) by 10.0% during the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 33,597 shares of the exchange traded fund’s stock after selling 3,715 shares […]
iShares Core S&P 500 ETF $IVV Shares Sold by Capital & Planning LLC
Capital & Planning LLC reduced its position in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 8.1% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 62,122 shares of the ETF’s stock after selling 5,491 shares during the quarter. iShares Core […]
Parkside Financial Bank & Trust Cuts Position in SPDR Bloomberg 1-3 Month T-Bill ETF $BIL
Parkside Financial Bank & Trust trimmed its stake in SPDR Bloomberg 1-3 Month T-Bill ETF (NYSEARCA:BIL – Free Report) by 23.6% in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 21,807 shares of the company’s stock after selling 6,732 shares during […]
iShares Russell 1000 Value ETF $IWD is Parkside Financial Bank & Trust’s 9th Largest Position
Parkside Financial Bank & Trust reduced its stake in shares of iShares Russell 1000 Value ETF (NYSEARCA:IWD – Free Report) by 2.5% during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 102,895 shares of the exchange traded fund’s stock after selling 2,681 shares […]
last updated on 8 Sep 10:45