Bank of Hawaii lifted its position in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 2.6% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 1,395,039 shares of the company’s stock after purchasing an additional 35,614 shares during the […]

Bank of Hawaii raised its stake in Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB – Free Report) by 3.8% during the third quarter, Holdings Channel.com reports. The institutional investor owned 496,230 shares of the company’s stock after purchasing an additional 18,179 shares during the quarter. Vanguard Tax-Exempt Bond ETF accounts for about 1.1% of Bank of Hawaii’s […]

Pacific Financial Group Inc. lowered its position in shares of iShares Russell 1000 Growth ETF (NYSEARCA:IWF – Free Report) by 5.6% in the third quarter, Holdings Channel.com reports. The fund owned 3,170 shares of the exchange traded fund’s stock after selling 187 shares during the quarter. iShares Russell 1000 Growth ETF makes up approximately 0.9% […]

DRW Securities LLC grew its position in iShares China Large-Cap ETF (NYSEARCA:FXI – Free Report) by 33.9% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 262,679 shares of the exchange traded fund’s stock after buying an additional 66,488 shares during the quarter. DRW […]

Canton Hathaway LLC trimmed its holdings in shares of Vanguard Short-Term Corporate Bond ETF (NASDAQ:VCSH – Free Report) by 22.2% during the third quarter, according to its most recent Form 13F filing with the SEC. The firm owned 700 shares of the company’s stock after selling 200 shares during the period. Canton Hathaway LLC’s holdings […]

DRW Securities LLC cut its stake in iShares Semiconductor ETF (NASDAQ:SOXX – Free Report) by 51.5% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 7,599 shares of the exchange traded fund’s stock after selling 8,055 shares during the period. […]

Private Trust Co. NA lifted its stake in shares of Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO – Free Report) by 1.2% during the third quarter, Holdings Channel reports. The fund owned 55,805 shares of the exchange traded fund’s stock after acquiring an additional 677 shares during the period. Private Trust Co. NA’s holdings in Vanguard […]

Diversified LLC grew its holdings in shares of Schwab International Small-Cap Equity ETF (NYSEARCA:SCHC – Free Report) by 11.4% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 54,933 shares of the company’s stock after purchasing an additional 5,606 shares during […]

Davis R M Inc. lessened its position in Invesco BulletShares 2024 Corporate Bond ETF (NASDAQ:BSCO – Free Report) by 14.5% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 437,021 shares of the company’s stock after selling 74,017 shares during the quarter. Davis R […]

Bank of Hawaii boosted its holdings in shares of iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH – Free Report) by 1.2% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 120,520 shares of the company’s stock after purchasing an additional 1,375 shares during the period. […]

Cahill Financial Advisors Inc. raised its position in iShares U.S. Medical Devices ETF (NYSEARCA:IHI – Free Report) by 13.0% in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 6,788 shares of the company’s stock after acquiring an additional 783 shares during […]

Wittenberg Investment Management Inc. decreased its position in shares of iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS – Free Report) by 37.7% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 8,262 shares of the company’s stock after selling 5,000 shares during the period. Wittenberg […]

Private Trust Co. NA grew its position in iShares Core MSCI Emerging Markets ETF (NYSEARCA:IEMG – Free Report) by 1.2% in the 3rd quarter, according to its most recent filing with the SEC. The firm owned 38,732 shares of the company’s stock after buying an additional 446 shares during the period. Private Trust Co. NA’s […]

Nwam LLC acquired a new stake in Schwab International Small-Cap Equity ETF (NYSEARCA:SCHC – Free Report) in the third quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor acquired 14,196 shares of the company’s stock, valued at approximately $547,000. Other institutional investors have also made changes to […]

Boston Family Office LLC reduced its stake in shares of iShares iBonds Dec 2024 Term Treasury ETF (NASDAQ:IBTE – Free Report) by 31.6% in the third quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 71,139 shares of the company’s stock after selling 32,901 shares during the period. […]

DRW Securities LLC acquired a new position in shares of iShares MSCI EAFE Small-Cap ETF (NASDAQ:SCZ – Free Report) during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund acquired 79,316 shares of the company’s stock, valued at approximately $5,370,000. DRW Securities LLC […]

Cahill Financial Advisors Inc. trimmed its position in shares of iShares Russell 2000 Growth ETF (NYSEARCA:IWO – Free Report) by 12.4% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 1,162 shares of the exchange traded fund’s stock after […]

Meridian Wealth Management LLC raised its stake in Invesco BulletShares 2029 Municipal Bond ETF (NASDAQ:BSMT – Free Report) by 38.2% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 16,339 shares of the company’s stock after purchasing an additional 4,518 shares during […]

Fisher Asset Management LLC cut its position in shares of Vanguard Intermediate-Term Treasury Index ETF (NASDAQ:VGIT – Free Report) by 15.0% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 6,397,801 shares of the company’s stock after selling 1,133,440 shares […]

Centaurus Financial Inc. cut its holdings in shares of SPDR S&P MidCap 400 ETF Trust (NYSEARCA:MDY – Free Report) by 24.3% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 2,560 shares of the exchange traded fund’s stock after selling […]

Fisher Asset Management LLC lowered its position in shares of Vanguard Intermediate-Term Corporate Bond ETF (NASDAQ:VCIT – Free Report) by 1.5% in the 3rd quarter, HoldingsChannel reports. The institutional investor owned 88,494,611 shares of the company’s stock after selling 1,341,509 shares during the quarter. Vanguard Intermediate-Term Corporate Bond ETF accounts for about 3.0% of Fisher […]

Pacific Financial Group Inc. cut its holdings in iShares S&P Small-Cap 600 Value ETF (NYSEARCA:IJS – Free Report) by 3.4% during the third quarter, Holdings Channel.com reports. The fund owned 14,960 shares of the company’s stock after selling 531 shares during the period. iShares S&P Small-Cap 600 Value ETF comprises about 1.2% of Pacific Financial […]

Cahill Financial Advisors Inc. grew its holdings in shares of iShares S&P Mid-Cap 400 Growth ETF (NYSEARCA:IJK – Free Report) by 12.0% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 3,269 shares of the company’s stock after acquiring an additional […]

Alliance Wealth Management Group increased its holdings in shares of iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY – Free Report) by 9.1% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 5,026 shares of the company’s stock after buying an additional 420 shares during the […]

Concentric Wealth Management LLC increased its stake in Schwab Fundamental International Large Company Index ETF (NYSEARCA:FNDF – Free Report) by 455.8% during the third quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 42,714 shares of the company’s stock after acquiring an additional 35,029 shares during the quarter. […]

Great Valley Advisor Group Inc. lifted its stake in iShares Core S&P U.S. Growth ETF (NASDAQ:IUSG – Free Report) by 25.4% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 23,423 shares of the company’s stock after buying an additional 4,742 shares during […]