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Quantitative Strategies Inc Increases Position in iShares Morningstar U S Equity ETF (NYSEARCA:ILCB)

Quantitative Strategies Inc. grew its holdings in iShares Morningstar U.S. Equity ETF (NYSEARCA:ILCB – Free Report) by 1.9% in the fourth quarter, Holdings Channel.com reports. The institutional investor owned 35,421 shares of the company’s stock after acquiring an additional 660 shares during the quarter. iShares Morningstar U.S. Equity ETF comprises 1.4% of Quantitative Strategies Inc.’s […]

ProVise Management Group LLC Purchases 2,830 Shares of SPDR S&P 400 Mid Cap Value ETF (NYSEARCA:MDYV)

ProVise Management Group LLC grew its holdings in SPDR S&P 400 Mid Cap Value ETF (NYSEARCA:MDYV – Free Report) by 90.4% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund owned 5,961 shares of the company’s stock after purchasing an additional 2,830 shares during the quarter. […]

Assetmark Inc Purchases 45,573 Shares of iShares Morningstar U S Equity ETF (NYSEARCA:ILCB)

Assetmark Inc Purchases 45,573 Shares of iShares Morningstar U S Equity ETF (NYSEARCA:ILCB)
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Schwab U S TIPS ETF (NYSEARCA:SCHP) Stock Position Decreased by Intergy Private Wealth LLC

Intergy Private Wealth LLC lowered its holdings in Schwab U.S. TIPS ETF (NYSEARCA:SCHP – Free Report) by 35.4% during the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 15,711 shares of the company’s stock after selling 8,603 shares during the period. Intergy Private Wealth […]

Vanguard Short-Term Bond ETF (NYSEARCA:BSV) Holdings Reduced by Intergy Private Wealth LLC

Intergy Private Wealth LLC lessened its holdings in shares of Vanguard Short-Term Bond ETF (NYSEARCA:BSV – Free Report) by 4.8% during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 7,887 shares of the company’s stock after selling 398 shares during […]

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