Nvwm LLC lifted its position in iShares Russell 2000 ETF (NYSEARCA:IWM – Free Report) by 440.9% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 16,487 shares of the exchange traded fund’s stock after buying an additional 13,439 shares during the quarter. iShares Russell 2000 […]

JB Capital LLC decreased its position in iShares MSCI EAFE Value ETF (BATS:EFV – Free Report) by 7.7% in the 4th quarter, HoldingsChannel reports. The firm owned 1,663,171 shares of the company’s stock after selling 139,456 shares during the period. iShares MSCI EAFE Value ETF makes up about 4.8% of JB Capital LLC’s holdings, making […]

Nvwm LLC increased its stake in shares of iShares MSCI Emerging Markets ETF (NYSEARCA:EEM – Free Report) by 54.7% during the fourth quarter, according to its most recent filing with the SEC. The institutional investor owned 38,323 shares of the exchange traded fund’s stock after purchasing an additional 13,544 shares during the period. Nvwm LLC’s […]

JB Capital LLC cut its holdings in shares of iShares MSCI USA Quality Factor ETF (BATS:QUAL – Free Report) by 47.8% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 359,243 shares of the company’s stock after selling 328,462 shares during […]

Tritonpoint Wealth LLC trimmed its position in shares of iShares Russell 1000 Growth ETF (NYSEARCA:IWF – Free Report) by 65.9% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 726 shares of the exchange traded fund’s stock after selling 1,404 shares during the quarter. Tritonpoint […]

Tritonpoint Wealth LLC reduced its position in S&P Global Inc. (NYSE:SPGI – Free Report) by 74.6% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 464 shares of the business services provider’s stock after selling 1,360 shares during the period. Tritonpoint Wealth LLC’s […]

SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co lessened its stake in iShares Russell 2000 ETF (NYSEARCA:IWM – Free Report) by 53.9% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 23,910 shares of the exchange traded fund’s stock after selling 27,938 shares […]

Pullen Investment Management LLC acquired a new position in iShares Russell 1000 Value ETF (NYSEARCA:IWD – Free Report) during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund acquired 14,161 shares of the exchange traded fund’s stock, valued at approximately $2,979,000. iShares Russell 1000 Value ETF […]

Myriad Asset Management US LP bought a new stake in iShares Russell 2000 ETF (NYSEARCA:IWM – Free Report) in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The firm bought 2,025 shares of the exchange traded fund’s stock, valued at approximately $498,000. Other institutional investors and hedge funds […]

Tritonpoint Wealth LLC reduced its stake in Regeneron Pharmaceuticals, Inc. (NASDAQ:REGN – Free Report) by 70.0% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 829 shares of the biopharmaceutical company’s stock after selling 1,938 shares during the period. Tritonpoint Wealth […]

Myriad Asset Management US LP purchased a new position in shares of Vanguard Russell 2000 ETF (NASDAQ:VTWO – Free Report) during the fourth quarter, HoldingsChannel.com reports. The fund purchased 6,532 shares of the company’s stock, valued at approximately $650,000. Vanguard Russell 2000 ETF accounts for 1.1% of Myriad Asset Management US LP’s portfolio, making the […]

Kelleher Financial Advisors raised its holdings in shares of Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS – Free Report) by 26.6% in the 4th quarter, HoldingsChannel.com reports. The fund owned 99,592 shares of the company’s stock after buying an additional 20,948 shares during the quarter. Dimensional U.S. Small Cap ETF comprises approximately 1.6% of Kelleher Financial […]

Sylvest Advisors LLC boosted its position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 15.5% during the fourth quarter, according to its most recent 13F filing with the SEC. The firm owned 93,761 shares of the exchange traded fund’s stock after acquiring an additional 12,593 shares during the period. iShares Core S&P […]

SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co bought a new position in Invesco Water Resources ETF (NASDAQ:PHO – Free Report) during the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor bought 198,306 shares of the company’s stock, valued at approximately $13,963,000. Invesco Water Resources ETF accounts for about 12.0% of […]