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Fidelity MSCI Real Estate Index ETF (NYSEARCA:FREL) Shares Purchased by Galvin Gaustad & Stein LLC

Galvin Gaustad & Stein LLC raised its holdings in shares of Fidelity MSCI Real Estate Index ETF (NYSEARCA:FREL – Free Report) by 6.4% in the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 103,932 shares of the company’s stock after purchasing an […]

Ae-wealth-management
Lido-advisors
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Riverpoint-wealth-management-holdings
Securities-exchange-commission
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Estate-index
Free-report
Wealth-management-holdings
Fidelity-msci-real-estate-index-etf

Schwab Fundamental U.S. Small Company Index ETF (NYSEARCA:FNDA) Shares Sold by Tiedemann Advisors LLC

Schwab Fundamental U.S. Small Company Index ETF (NYSEARCA:FNDA) Shares Sold by Tiedemann Advisors LLC
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Wealth-management-corp
Small-company
Schwab-fundamental-us-small-company-index
Lakewood-asset-management
Riverpoint-wealth-management-holdings
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Moller-financial-services
Bell-investment-advisors-inc
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Free-report

Heartwood Wealth Advisors LLC Makes New $200,000 Investment in iShares Russell 1000 ETF (NYSEARCA:IWB)

Heartwood Wealth Advisors LLC acquired a new position in shares of iShares Russell 1000 ETF (NYSEARCA:IWB – Free Report) in the second quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor acquired 822 shares of the company’s stock, valued at approximately $200,000. A number of other large […]

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Horan-securities-inc
Lee-danner-bass-inc
Heartwood-wealth-advisors
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Free-report
Wealth-management-holdings

ShoreHaven Wealth Partners LLC Buys 87 Shares of iShares Russell 1000 ETF (NYSEARCA:IWB)

ShoreHaven Wealth Partners LLC boosted its stake in iShares Russell 1000 ETF (NYSEARCA:IWB – Free Report) by 3.4% during the 2nd quarter, according to the company in its most recent disclosure with the SEC. The firm owned 2,661 shares of the company’s stock after acquiring an additional 87 shares during the period. ShoreHaven Wealth Partners […]

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Shorehaven-wealth-partners
Lee-danner-bass-inc
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Riverpoint-wealth-management-holdings
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Free-report

iShares Russell 1000 ETF (NYSEARCA:IWB) Shares Bought by HBC Financial Services PLLC

HBC Financial Services PLLC grew its stake in shares of iShares Russell 1000 ETF (NYSEARCA:IWB – Free Report) by 0.2% in the 1st quarter, Holdings Channel.com reports. The fund owned 172,181 shares of the company’s stock after purchasing an additional 401 shares during the quarter. iShares Russell 1000 ETF makes up about 29.3% of HBC […]

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