Cassady Schiller Wealth Management LLC reduced its stake in shares of iShares S&P Small-Cap 600 Value ETF (NYSEARCA:IJS – Free Report) by 27.6% during the fourth quarter, Holdings Channel.com reports. The firm owned 16,236 shares of the company’s stock after selling 6,193 shares during the period. iShares S&P Small-Cap 600 Value ETF accounts for about […]
Gladstone Institutional Advisory LLC raised its position in JPMorgan Chase & Co. (NYSE:JPM) by 9.4% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 130,581 shares of the financial services provider’s stock after buying an additional 11,251 shares during the period. JPMorgan Chase & Co. […]
Gladstone Institutional Advisory LLC decreased its position in shares of Fidelity Dividend ETF for Rising Rates (NYSEARCA:FDRR – Free Report) by 3.3% during the fourth quarter, according to its most recent filing with the SEC. The firm owned 16,036 shares of the company’s stock after selling 554 shares during the period. Gladstone Institutional Advisory LLC […]
Gladstone Institutional Advisory LLC reduced its holdings in Fidelity Dividend ETF for Rising Rates (NYSEARCA:FDRR – Free Report) by 3.3% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund owned 16,036 shares of the company’s stock after selling 554 shares during the quarter. Gladstone Institutional Advisory […]
Gladstone Institutional Advisory LLC increased its stake in shares of Vanguard Mid-Cap Value ETF (NYSEARCA:VOE – Free Report) by 8.7% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 5,374 shares of the company’s stock after buying an additional 429 shares during […]