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iShares Core S&P U.S. Value ETF (NASDAQ:IUSV) Shares Sold by Financial Planning & Information Services Inc.

Financial Planning & Information Services Inc. reduced its stake in shares of iShares Core S&P U.S. Value ETF (NASDAQ:IUSV – Free Report) by 2.9% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 44,976 shares of the company’s stock after selling […] ....

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16,003 Shares in iShares Semiconductor ETF (NASDAQ:SOXX) Bought by Chicago Wealth Management Inc.

Chicago Wealth Management Inc. acquired a new position in shares of iShares Semiconductor ETF (NASDAQ:SOXX – Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 16,003 shares of the exchange traded fund’s stock, valued at approximately $9,219,000. […] ....

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Vivaldi Capital Management LP Has $1.09 Million Stake in iShares U.S. Healthcare ETF (NYSEARCA:IYH)

Vivaldi Capital Management LP lifted its stake in shares of iShares U.S. Healthcare ETF (NYSEARCA:IYH – Free Report) by 59.3% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 3,636 shares of the company’s stock after buying an additional 1,354 shares during […] ....

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Vivaldi Capital Management LP Raises Position in Schwab Fundamental International Large Company Index ETF (NYSEARCA:FNDF)

Vivaldi Capital Management LP lifted its position in shares of Schwab Fundamental International Large Company Index ETF (NYSEARCA:FNDF – Free Report) by 2.0% in the 4th quarter, Holdings Channel.com reports. The firm owned 60,255 shares of the company’s stock after purchasing an additional 1,182 shares during the period. Vivaldi Capital Management LP’s holdings in Schwab […] ....

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Elevate Wealth Advisory Inc. Invests $506,000 in Dimensional International Small Cap Value ETF (BATS:DISV)

Elevate Wealth Advisory Inc. bought a new stake in shares of Dimensional International Small Cap Value ETF (BATS:DISV – Free Report) during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor bought 19,639 shares of the company’s stock, valued at approximately $506,000. […] ....

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