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Partners Capital Investment Group LLP Has $687.27 Million Stock Holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Partners Capital Investment Group LLP increased its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 24.0% in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 1,438,914 shares of the company’s stock after acquiring an additional 278,793 shares during the […]

United-states
Partners-capital-investment-group
Securities-exchange-commission
Arista-wealth-management
Truwealth-advisors
Financial-perspectives-inc
Triagen-wealth-management
Free-report
Capital-investment-group
Wealth-advisors
Waters-wealth-management

Boston Family Office LLC Trims Position in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Boston Family Office LLC Trims Position in iShares Core S&P 500 ETF (NYSEARCA:IVV)
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Boston
Massachusetts
United-states
Arista-wealth-management
Truwealth-advisors
Boston-family-office
Exchange-commission
Triagen-wealth-management
Financial-perspectives-inc
Free-report
Family-office

Focus Financial Network Inc. ADV Invests $7.35 Million in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Focus Financial Network Inc. ADV bought a new position in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund bought 157,655 shares of the company’s stock, valued at approximately $7,350,000. Focus Financial Network […]

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Securities-exchange-commission
Charles-schwab
Meridian-wealth-management
Financial-network-inc
Stockman-wealth-management-inc
Truist-financial-corp
Focus-financial-network
Free-report
Financial-network
Waters-wealth-management

Alta Wealth Advisors LLC Lowers Position in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Alta Wealth Advisors LLC trimmed its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 39.4% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 3,930 shares of the company’s stock after selling 2,554 shares during […]

United-states
Financial-perspectives-inc
Truwealth-advisors
Alta-wealth-advisors
Arista-wealth-management
Securities-exchange-commission
Triagen-wealth-management
Free-report
Wealth-advisors
Waters-wealth-management
Gen-wealth-management

Richwood Investment Advisors LLC Decreases Stock Position in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Richwood Investment Advisors LLC decreased its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 1.2% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 33,831 shares of the company’s stock after selling 400 shares during the quarter. iShares Core […]

United-states
Truwealth-advisors
Arista-wealth-management
Triagen-wealth-management
Financial-perspectives-inc
Richwood-investment-advisors
Exchange-commission
Free-report
Investment-advisors
Wealth-advisors
Waters-wealth-management

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