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Valley National Advisers Inc Boosts Stock Position in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Valley National Advisers Inc. increased its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 1,131.6% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund owned 5,850 shares of the company’s stock after buying an additional 5,375 shares during the period. Valley […]

Sage Financial Management Group Inc Acquires 2,559 Shares of Vanguard FTSE All-World ex-US Small-Cap ETF (NYSEARCA:VSS)

Sage Financial Management Group Inc. lifted its holdings in Vanguard FTSE All-World ex-US Small-Cap ETF (NYSEARCA:VSS – Free Report) by 7.9% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 34,804 shares of the company’s stock after acquiring an additional 2,559 […]

Sage Financial Management Group Inc Has $1 46 Million Position in iShares National Muni Bond ETF (NYSEARCA:MUB)

Sage Financial Management Group Inc Has $1 46 Million Position in iShares National Muni Bond ETF (NYSEARCA:MUB)
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Sage Financial Management Group Inc Sells 290 Shares of Schwab Fundamental U S Broad Market Index ETF (NYSEARCA:FNDB)

Sage Financial Management Group Inc. trimmed its stake in shares of Schwab Fundamental U.S. Broad Market Index ETF (NYSEARCA:FNDB – Free Report) by 4.6% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 6,015 shares of the company’s stock after […]

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