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Concentric Wealth Management LLC Sells 655 Shares of iShares Russell 2000 Value ETF (NYSEARCA:IWN)

Concentric Wealth Management LLC trimmed its stake in shares of iShares Russell 2000 Value ETF (NYSEARCA:IWN – Free Report) by 3.9% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 16,141 shares of the company’s stock after selling 655 […]

iShares Russell 1000 Value ETF (NYSEARCA:IWD) Shares Bought by Creative Planning

Creative Planning raised its holdings in iShares Russell 1000 Value ETF (NYSEARCA:IWD – Free Report) by 7.8% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 522,603 shares of the exchange traded fund’s stock after purchasing an additional 37,836 shares during the quarter. […]

Creative Planning Purchases 37,836 Shares of iShares Russell 1000 Value ETF (NYSEARCA:IWD)

Creative Planning lifted its position in shares of iShares Russell 1000 Value ETF (NYSEARCA:IWD – Free Report) by 7.8% in the fourth quarter, HoldingsChannel reports. The fund owned 522,603 shares of the exchange traded fund’s stock after buying an additional 37,836 shares during the period. Creative Planning’s holdings in iShares Russell 1000 Value ETF were […]

Pathstone Holdings LLC Invests $51 36 Million in iShares MSCI EAFE Value ETF (BATS:EFV)

Pathstone Holdings LLC acquired a new position in shares of iShares MSCI EAFE Value ETF (BATS:EFV – Free Report) in the 4th quarter, according to its most recent disclosure with the SEC. The fund acquired 985,704 shares of the company’s stock, valued at approximately $51,355,000. Pathstone Holdings LLC owned about 0.29% of iShares MSCI EAFE […]

Pathstone Holdings LLC Makes New $37 97 Million Investment in iShares Russell 2000 Value ETF (NYSEARCA:IWN)

Pathstone Holdings LLC bought a new stake in iShares Russell 2000 Value ETF (NYSEARCA:IWN – Free Report) in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm bought 244,423 shares of the company’s stock, valued at approximately $37,966,000. Pathstone Holdings LLC owned approximately 0.30% of […]

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