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iShares S&P 500 ETF (NYSEARCA:IVV) Shares Bought by Tennessee Valley Asset Management Partners

Tennessee Valley Asset Management Partners boosted its holdings in shares of iShares S&P 500 ETF (NYSEARCA:IVV – Get Rating) by 0.1% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 40,620 shares of the company’s stock after acquiring an additional […] ....

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J.W. Cole Advisors Inc. Takes Position in Vanguard Total Bond Market Index Fund ETF Shares (NASDAQ:BND)

J.W. Cole Advisors Inc. bought a new stake in Vanguard Total Bond Market Index Fund ETF Shares (NASDAQ:BND – Get Rating) during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm bought 39,280 shares of the company’s stock, valued at approximately $3,329,000. […] ....

Exchange Commission , Mccutchen Group , Trellis Advisors , Vanguard Total Bond Market Index Fund , Newton One Investments , Jw Cole Advisors Inc , Get Rating , Cutchen Group , None Investments , Falcon Wealth Planning , Wealth Planning , Total Bond Market Index Fund , Visit Holdingschannel , Vanguard Total Bond Market Index Fund Etf Shares , Nasdaq Bnd , Sec Filings , Hedge Fund Holdings , Institutional Investor Holdings ,

Peak Financial Advisors LLC Makes New Investment in iShares Core U.S. REIT ETF (NYSEARCA:USRT)

Peak Financial Advisors LLC bought a new position in iShares Core U.S. REIT ETF (NYSEARCA:USRT – Get Rating) during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor bought 3,467 shares of the company’s stock, valued at approximately $234,000. Other hedge funds have also recently modified […] ....

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US in the news: CI Financial buys Seattle wealth firm

A round-up of people moves and M&A deals across North America ....

Reid Johnson , Melanie Rivera , David Munoz , Raymond James , Stephen Mcgovern , Christopher Ellis , Marco Ventrella , Rajesh Nakadi , Donna Childress , First Republic Bank , Ventrella Ellis Group , Morgan Stanley , Merrill Lynch , Lake Point Advisory Group , Berger Financial Group , Mccutchen Group , Mcgovern Wealth Management Group , Tristate Capital Holdings , Dane Holdings , Cutchen Group , Texas Based Lake Point Advisory Group , Chartwell Investment Partners , Raymond Jame Carillon Tower , Wealth Management , First Republic ,

CI Financial buys US$3.4-billion McCutchen Group

The Seattle-based RIA is CI's first office in the Pacific Northwest ....

United States , Menlo Park , Matt Mccutchen , Kurt Macalpine , Mccutchen Group , Mccutcheon Group , Cutchen Group , Pacific Northwest , Portola Partners , Silicon Valley ,