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iShares S&P 500 Value ETF (NYSEARCA:IVE) Shares Sold by Belpointe Asset Management LLC

Belpointe Asset Management LLC decreased its position in iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report) by 21.4% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 28,078 shares of the company’s stock after selling 7,630 shares during the quarter. Belpointe Asset Management LLC’s […]

United-states
Belpointe-asset-management
Allspring-global-investments-holdings
Headlands-technologies
Value-index-fund
Company-profile
Income-strategies
Exchange-commission
Wetzel-investment-advisors-inc
Free-report
Asset-management

Beacon Bridge Wealth Partners LLC Raises Position in iShares MSCI EAFE Value ETF (BATS:EFV)

Beacon Bridge Wealth Partners LLC grew its holdings in iShares MSCI EAFE Value ETF (BATS:EFV – Free Report) by 11.0% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 91,022 shares of the company’s stock after purchasing an additional 9,038 shares during […]

Indiana
United-states
Australia
Value-index-fund
Indiana-trust-investment-management
Exchange-commission
Tompkins-financial-corp
Telemus-capital
Asset-dedication
Wealth-partners
Beacon-bridge-wealth-partners

Rice Partnership LLC Sells 125 Shares of iShares Russell 2000 Value ETF (NYSEARCA:IWN)

Rice Partnership LLC reduced its holdings in shares of iShares Russell 2000 Value ETF (NYSEARCA:IWN – Free Report) by 25.0% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 375 shares of the company’s stock after selling 125 shares during the quarter. […]

Ishares-trust-russel
Dravo-bay
Wealthcare-advisory-partners
Rice-partnership
Wealth-advisors
Securities-exchange-commission
Value-index-fund
Shares-russell
Free-report
Wealth-management
Advisory-partners

Harvest Investment Services LLC Cuts Position in iShares S&P 500 Value ETF (NYSEARCA:IVE)

Harvest Investment Services LLC decreased its holdings in iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report) by 1.1% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 12,834 shares of the company’s stock after selling 143 shares during the quarter. iShares S&P […]

United-states
Exchange-commission
Headlands-technologies
Value-index-fund
Harvest-investment-services
Wetzel-investment-advisors-inc
Income-strategies
Allspring-global-investments-holdings
Free-report
Investment-services
Global-investments-holdings

Dorsey & Whitney Trust CO LLC Has $4.58 Million Holdings in iShares Russell 1000 Value ETF (NYSEARCA:IWD)

Dorsey & Whitney Trust CO LLC cut its stake in shares of iShares Russell 1000 Value ETF (NYSEARCA:IWD – Free Report) by 1.7% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 27,732 shares of the exchange traded fund’s stock after selling 474 […]

Company-profile
Stonex-group-inc
Legacy-advisors
Financial-network-inc
Dorsey-whitney-trust
Value-index-fund
Stifel-financial-corp
Securities-exchange-commission
Whitney-trust
Shares-russell
Free-report

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