Midland Wealth Advisors LLC lifted its position in iShares MBS ETF (NASDAQ:MBB – Free Report) by 4.2% in the 4th quarter, Holdings Channel reports. The fund owned 2,764,705 shares of the company’s stock after buying an additional 110,222 shares during the period. iShares MBS ETF makes up approximately 13.7% of Midland Wealth Advisors LLC’s investment […]

HCR Wealth Advisors lifted its position in iShares Core MSCI EAFE ETF (BATS:IEFA – Free Report) by 98.2% in the 4th quarter, HoldingsChannel reports. The institutional investor owned 35,708 shares of the company’s stock after buying an additional 17,693 shares during the quarter. HCR Wealth Advisors’ holdings in iShares Core MSCI EAFE ETF were worth […]

Nottingham Advisors Inc. trimmed its position in iShares Gold Trust (NYSEARCA:IAU – Free Report) by 23.6% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 89,715 shares of the exchange traded fund’s stock after selling 27,716 shares during the quarter. iShares Gold Trust […]

Latitude Advisors LLC bought a new stake in SPDR Gold MiniShares Trust (NYSEARCA:GLDM – Free Report) during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor bought 7,582 shares of the company’s stock, valued at approximately $647,000. Several other hedge funds […]

Massachusetts Financial Services Co. MA lessened its holdings in shares of iShares MSCI EAFE ETF (NYSEARCA:EFA – Free Report) by 51.3% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 10,216 shares of the exchange traded fund’s stock after selling 10,755 shares during […]

West Wealth Group LLC grew its stake in iShares S&P 500 Growth ETF (NYSEARCA:IVW – Free Report) by 4.4% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 439,568 shares of the company’s stock after buying an additional 18,499 shares […]

HCR Wealth Advisors acquired a new stake in shares of iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH – Free Report) in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund acquired 31,210 shares of the company’s stock, valued at approximately $2,060,000. A number of […]

United Advisor Group LLC grew its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 13.0% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 7,037 shares of the company’s stock after buying an additional 807 […]

HCR Wealth Advisors boosted its stake in shares of iShares Flexible Income Active ETF (NYSEARCA:BINC – Free Report) by 11.3% in the 4th quarter, HoldingsChannel.com reports. The firm owned 181,674 shares of the company’s stock after buying an additional 18,508 shares during the quarter. iShares Flexible Income Active ETF accounts for 0.9% of HCR Wealth […]

Midland Wealth Advisors LLC cut its position in iShares S&P Mid-Cap 400 Growth ETF (NYSEARCA:IJK – Free Report) by 8.6% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 447,554 shares of the company’s stock after selling 42,012 shares during the period. […]

Midland Wealth Advisors LLC increased its stake in SPDR S&P Kensho New Economies Composite ETF (NYSEARCA:KOMP – Free Report) by 13.9% during the 4th quarter, Holdings Channel reports. The firm owned 1,149,359 shares of the company’s stock after purchasing an additional 140,108 shares during the quarter. SPDR S&P Kensho New Economies Composite ETF comprises approximately […]

Massachusetts Financial Services Co. MA acquired a new stake in iShares S&P Mid-Cap 400 Growth ETF (NYSEARCA:IJK – Free Report) in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor acquired 6,522 shares of the company’s stock, valued at approximately $632,000. A number of other […]

Patriot Financial Group Insurance Agency LLC raised its stake in shares of Invesco S&P 500 Momentum ETF (NYSEARCA:SPMO – Free Report) by 52.8% in the fourth quarter, according to its most recent 13F filing with the SEC. The fund owned 17,325 shares of the company’s stock after buying an additional 5,985 shares during the period. […]