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Burt Wealth Advisors Purchases New Shares in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Burt Wealth Advisors purchased a new stake in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) in the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm purchased 5,104 shares of the exchange traded fund’s stock, valued at approximately $509,000. A number of other institutional […]

United-states
Company-profile
Cedar-brook-financial-partners
Financial-inc
Index-fund
Kerntke-otto-mcglone-wealth-management-group
Securities-exchange-commission
Trail-ridge-investment-advisors
Kohmann-bosshard-financial-services
Burt-wealth-advisors
Shares-core-sp-small-cap

Burt Wealth Advisors Sells 2,232 Shares of Palantir Technologies Inc. (NYSE:PLTR)

Burt Wealth Advisors lowered its stake in shares of Palantir Technologies Inc. (NYSE:PLTR – Get Rating) by 12.7% during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 15,399 shares of the company’s stock after selling 2,232 shares during […]

Canada
United-states
William-blair
Alexanderc-karp
Raymond-james
Palantir-gotham
Alexanderd-moore
Palantir-technologies-inc
Franklin-resources-inc
Securities-exchange-commission
Jefferies-financial-group
International-assets-investment-management

Burt Wealth Advisors Grows Position in iShares MSCI EAFE Min Vol Factor ETF (BATS:EFAV)

Burt Wealth Advisors increased its stake in shares of iShares MSCI EAFE Min Vol Factor ETF (BATS:EFAV – Get Rating) by 2.4% in the first quarter, according to its most recent Form 13F filing with the SEC. The fund owned 250,150 shares of the company’s stock after buying an additional 5,847 shares during the period. […]

Canada
Sequoia-financial-advisors
High-net-worth-advisory-group
Cibc-world-market-inc
Empirical-financial-services
Founders-financial-securities
Burt-wealth-advisors
Vol-factor
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Burt-wealth-advisor
Wealth-advisors

Burt Wealth Advisors Lowers Stake in iShares 0-5 Year TIPS Bond ETF (NYSEARCA:STIP)

Burt Wealth Advisors trimmed its stake in shares of iShares 0-5 Year TIPS Bond ETF (NYSEARCA:STIP – Get Rating) by 7.6% in the first quarter, HoldingsChannel.com reports. The fund owned 135,347 shares of the company’s stock after selling 11,174 shares during the quarter. iShares 0-5 Year TIPS Bond ETF comprises about 4.2% of Burt Wealth […]

Blackrock
Advisornet-financial-inc
Covestor-ltd
Crewe-advisors
Capital-investment-advisory-services
Burt-wealth-advisors
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Burt-wealth-advisor
Wealth-advisor
Investment-advisory-services
Net-financial-inc

Burt Wealth Advisors Purchases 585 Shares of iShares Core Total USD Bond Market ETF (NASDAQ:IUSB)

Burt Wealth Advisors increased its position in iShares Core Total USD Bond Market ETF (NASDAQ:IUSB – Get Rating) by 7.9% in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 7,995 shares of the company’s stock after purchasing an additional 585 shares […]

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Barclays
Blackrock
Koshinski-asset-management-inc
Ameritas-advisory-services
Kingsview-wealth-management
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