Ullmann Wealth Partners Group LLC raised its holdings in iShares U.S. Equity Factor ETF (NYSEARCA:LRGF – Free Report) by 121.7% during the 3rd quarter, Holdings Channel reports. The firm owned 1,234,626 shares of the company’s stock after buying an additional 677,624 shares during the quarter. iShares U.S. Equity Factor ETF makes up about 10.0% of […]
Ullmann Wealth Partners Group LLC raised its position in Vanguard Mortgage-Backed Securities ETF (NASDAQ:VMBS – Free Report) by 199.1% in the third quarter, HoldingsChannel reports. The fund owned 197,295 shares of the exchange traded fund’s stock after purchasing an additional 131,341 shares during the quarter. Vanguard Mortgage-Backed Securities ETF makes up approximately 1.6% of Ullmann […]
Ullmann Wealth Partners Group LLC trimmed its position in iShares Core S&P U.S. Value ETF (NASDAQ:IUSV – Free Report) by 9.2% in the third quarter, according to its most recent filing with the SEC. The institutional investor owned 3,798 shares of the company’s stock after selling 387 shares during the period. Ullmann Wealth Partners Group […]
Ullmann Wealth Partners Group LLC decreased its holdings in iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ – Free Report) by 14.2% in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 79,011 shares of the company’s stock after selling 13,064 shares during the quarter. iShares […]
Jacobs & Co. CA lowered its holdings in shares of International Business Machines Co. (NYSE:IBM – Free Report) by 1.2% during the 3rd quarter, Holdings Channel.com reports. The firm owned 75,850 shares of the technology company’s stock after selling 887 shares during the quarter. Jacobs & Co. CA’s holdings in International Business Machines were worth […]