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XML Financial LLC Purchases 3,627 Shares of iShares U.S. Financials ETF (NYSEARCA:IYF)

XML Financial LLC boosted its position in shares of iShares U.S. Financials ETF (NYSEARCA:IYF – Free Report) by 3.7% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 102,479 shares of the company’s stock after acquiring an additional 3,627 shares during the […]

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Bare-financial-services-inc
Criterion-capital-advisors
Principal-securities-inc
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Gardner-whiting-capital-advisors

Burkett Financial Services LLC Buys Shares of 491 iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ)

Burkett Financial Services LLC acquired a new position in iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ – Free Report) in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor acquired 491 shares of the company’s stock, valued at approximately $56,000. Other institutional investors also recently […]

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Free-report
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15,433 Shares in iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ) Acquired by Catalytic Wealth RIA LLC

Catalytic Wealth RIA LLC acquired a new position in shares of iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ – Free Report) during the 4th quarter, according to its most recent 13F filing with the SEC. The firm acquired 15,433 shares of the company’s stock, valued at approximately $1,760,000. iShares S&P Mid-Cap 400 Value ETF accounts […]

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Value-index-fund-the
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Partnership-wealth-management
Johnson-financial-group-inc
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Financial-group

Stifel Financial Corp Increases Holdings in The Charles Schwab Co. (NYSE:SCHW)

Stifel Financial Corp Increases Holdings in The Charles Schwab Co. (NYSE:SCHW)
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Citigroup
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United-services-automobile-association

Mitchell Sinkler & Starr PA Acquires Shares of 225 iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS)

Mitchell Sinkler & Starr PA acquired a new stake in iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS – Free Report) during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor acquired 225 shares of the company’s stock, valued at approximately $26,000. Several other […]

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