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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 […]

Value-index-fund
Ishares-trust-russel
Exchange-commission
Concentric-wealth-management
Hirtle-callaghan-co
Wealth-advisors
Wealth-strategies-group
Wealthcare-advisory-partners
Shares-russell
Free-report
Wealth-management

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 […]

Brown-wealth-management
Sei-investments-co
Value-index-fund
Ishares-trust-russel
Exchange-commission
Capital-management
Pathstone-holdings
Shares-russell
Free-report
Wealth-management
Wealth-advisors

XML Financial LLC Increases Holdings in iShares Russell 2000 Value ETF (NYSEARCA:IWN)

XML Financial LLC increased its stake in iShares Russell 2000 Value ETF (NYSEARCA:IWN – Free Report) by 4.3% in the 4th quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 30,941 shares of the company’s stock after purchasing an additional 1,288 shares during the quarter. XML Financial […]

Value-index-fund
Company-profile
Xml-financial
Blue-trust-inc
Dt-investment-partners
Wealth-strategies-group
Wolverine-asset-management
Ishares-trust-russel
Shares-russell
Free-report
Asset-management

XML Financial LLC Increases Holdings in iShares Russell 2000 Value ETF (NYSEARCA:IWN)

XML Financial LLC increased its stake in iShares Russell 2000 Value ETF (NYSEARCA:IWN – Free Report) by 4.3% in the 4th quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 30,941 shares of the company’s stock after purchasing an additional 1,288 shares during the quarter. XML Financial […]

Ishares-trust-russel
Wolverine-asset-management
Dt-investment-partners
Wealth-strategies-group
Blue-trust-inc
Xml-financial
Company-profile
Value-index-fund
Shares-russell
Free-report
Asset-management

Intrepid Financial Planning Group LLC Has $527,000 Stock Holdings in iShares Russell 2000 Value ETF (NYSEARCA:IWN)

Intrepid Financial Planning Group LLC reduced its position in iShares Russell 2000 Value ETF (NYSEARCA:IWN – Free Report) by 3.7% in the 4th quarter, according to its most recent filing with the SEC. The firm owned 3,395 shares of the company’s stock after selling 129 shares during the period. Intrepid Financial Planning Group LLC’s holdings […]

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Value-index-fund
Blue-trust-inc
Wealth-strategies-group
Ishares-trust-russel
Intrepid-financial-planning-group
Wolverine-asset-management
Shares-russell
Free-report
Financial-planning-group
Asset-management

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