Vanguard Value ETF $VTV Shares Bought by Moneta Group Investment Advisors LLC
Moneta Group Investment Advisors LLC grew its stake in shares of Vanguard Value ETF (NYSEARCA:VTV – Free Report) by 79.3% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 3,229,930 shares of the company’s stock after purchasing an additional 1,428,525 shares during the […]
490,132 Shares in RB Global, Inc. $RBA Bought by Holocene Advisors LP
Holocene Advisors LP purchased a new stake in RB Global, Inc. (NYSE:RBA – Free Report) (TSE:RBA) during the 3rd quarter, HoldingsChannel reports. The firm purchased 490,132 shares of the business services provider’s stock, valued at approximately $53,111,000. A number of other hedge funds have also added to or reduced their stakes in RBA. Caprock Group […]
Schwab U.S. REIT ETF $SCHH Shares Sold by Moneta Group Investment Advisors LLC
Moneta Group Investment Advisors LLC cut its holdings in shares of Schwab U.S. REIT ETF (NYSEARCA:SCHH – Free Report) by 7.7% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 1,069,896 shares of the company’s stock after selling 89,135 shares during the […]
Moneta Group Investment Advisors LLC Raises Stock Holdings in iShares MSCI EAFE ETF $EFA
Moneta Group Investment Advisors LLC lifted its stake in shares of iShares MSCI EAFE ETF (NYSEARCA:EFA – Free Report) by 11.5% during the third quarter, Holdings Channel reports. The fund owned 374,771 shares of the exchange traded fund’s stock after purchasing an additional 38,732 shares during the quarter. Moneta Group Investment Advisors LLC’s holdings in […]
Moneta Group Investment Advisors LLC Purchases 3,285 Shares of Equifax, Inc. $EFX
Moneta Group Investment Advisors LLC increased its position in shares of Equifax, Inc. (NYSE:EFX – Free Report) by 7.5% during the third quarter, Holdings Channel reports. The institutional investor owned 46,798 shares of the credit services provider’s stock after purchasing an additional 3,285 shares during the period. Moneta Group Investment Advisors LLC’s holdings in Equifax […]
Schwab US Small-Cap ETF $SCHA Shares Purchased by Moneta Group Investment Advisors LLC
Moneta Group Investment Advisors LLC boosted its holdings in Schwab US Small-Cap ETF (NYSEARCA:SCHA – Free Report) by 2.5% during the 3rd quarter, HoldingsChannel reports. The institutional investor owned 1,958,128 shares of the company’s stock after purchasing an additional 48,679 shares during the quarter. Moneta Group Investment Advisors LLC’s holdings in Schwab US Small-Cap ETF […]
Moneta Group Investment Advisors LLC Sells 7,138 Shares of iShares Russell 1000 Growth ETF $IWF
Moneta Group Investment Advisors LLC lowered its position in iShares Russell 1000 Growth ETF (NYSEARCA:IWF – Free Report) by 2.6% during the third quarter, according to its most recent filing with the SEC. The firm owned 262,935 shares of the exchange traded fund’s stock after selling 7,138 shares during the period. iShares Russell 1000 Growth […]
Johnson & Johnson $JNJ Shares Bought by Moneta Group Investment Advisors LLC
Moneta Group Investment Advisors LLC grew its stake in Johnson & Johnson (NYSE:JNJ – Free Report) by 3.4% in the 3rd quarter, according to its most recent filing with the SEC. The firm owned 67,782 shares of the company’s stock after buying an additional 2,257 shares during the quarter. Moneta Group Investment Advisors LLC’s holdings […]
iShares Core S&P Mid-Cap ETF $IJH Stake Lifted by Lido Advisors LLC
Lido Advisors LLC increased its position in shares of iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH – Free Report) by 116.1% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 927,188 shares of the company’s stock after purchasing an […]
Integrated Wealth Concepts LLC Sells 1,674 Shares of iShares Russell 1000 ETF $IWB
Integrated Wealth Concepts LLC lessened its holdings in iShares Russell 1000 ETF (NYSEARCA:IWB – Free Report) by 2.5% during the third quarter, according to the company in its most recent disclosure with the SEC. The firm owned 64,719 shares of the company’s stock after selling 1,674 shares during the quarter. Integrated Wealth Concepts LLC owned […]
Moneta Group Investment Advisors LLC Raises Holdings in iShares S&P 500 Growth ETF $IVW
Moneta Group Investment Advisors LLC increased its stake in shares of iShares S&P 500 Growth ETF (NYSEARCA:IVW – Free Report) by 2.4% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 1,293,428 shares of the company’s stock after purchasing an additional 30,050 shares […]
Vanguard S&P 500 ETF $VOO is Focus Partners Wealth’s 6th Largest Position
Focus Partners Wealth lifted its position in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 61.7% during the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 2,504,012 shares of the company’s stock after purchasing an additional 955,246 shares during the quarter. Vanguard […]
iShares Core S&P Mid-Cap ETF $IJH Shares Purchased by Focus Partners Wealth
Focus Partners Wealth boosted its position in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH – Free Report) by 5.9% in the 3rd quarter, according to its most recent filing with the SEC. The firm owned 2,003,711 shares of the company’s stock after acquiring an additional 111,367 shares during the period. Focus Partners Wealth’s holdings in iShares […]
Focus Partners Wealth Decreases Stock Holdings in SPDR Portfolio Emerging Markets ETF $SPEM
Focus Partners Wealth trimmed its position in shares of SPDR Portfolio Emerging Markets ETF (NYSEARCA:SPEM – Free Report) by 3.5% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 2,079,698 shares of the company’s stock after selling 74,541 shares during […]
Flow Traders U.S. LLC Takes $2.59 Million Position in Vanguard Russell 1000 Growth ETF $VONG
Flow Traders U.S. LLC bought a new position in shares of Vanguard Russell 1000 Growth ETF (NASDAQ:VONG – Free Report) in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor bought 21,458 shares of the company’s stock, valued at approximately $2,586,000. Other […]
Moneta Group Investment Advisors LLC Invests $12.13 Million in Dimensional US High Profitability ETF $DUHP
Moneta Group Investment Advisors LLC purchased a new stake in shares of Dimensional US High Profitability ETF (NYSEARCA:DUHP – Free Report) during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund purchased 321,178 shares of the company’s stock, valued at approximately $12,131,000. Moneta […]
Moneta Group Investment Advisors LLC Increases Stock Holdings in iShares Core S&P 500 ETF $IVV
Moneta Group Investment Advisors LLC boosted its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 2.0% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 537,962 shares of the company’s stock after purchasing an […]
Moneta Group Investment Advisors LLC Buys Shares of 624,304 Dimensional Emerging Core Equity Market ETF $DFAE
Moneta Group Investment Advisors LLC bought a new position in Dimensional Emerging Core Equity Market ETF (NYSEARCA:DFAE – Free Report) in the 3rd quarter, according to its most recent filing with the SEC. The institutional investor bought 624,304 shares of the company’s stock, valued at approximately $19,684,000. A number of other hedge funds and other […]
Moneta Group Investment Advisors LLC Acquires 170,048 Shares of SPDR Portfolio S&P 500 Growth ETF $SPYG
Moneta Group Investment Advisors LLC grew its holdings in SPDR Portfolio S&P 500 Growth ETF (NYSEARCA:SPYG – Free Report) by 652.9% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 196,094 shares of the company’s stock after purchasing an additional 170,048 shares […]
Vanguard Growth ETF $VUG Shares Acquired by Moneta Group Investment Advisors LLC
Moneta Group Investment Advisors LLC increased its position in shares of Vanguard Growth ETF (NYSEARCA:VUG – Free Report) by 57.8% during the third quarter, according to its most recent Form 13F filing with the SEC. The firm owned 1,372,695 shares of the company’s stock after buying an additional 503,034 shares during the period. Vanguard Growth […]
last updated on 18 Mar 01:47