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NorthLanding Financial Partners LLC Increases Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

NorthLanding Financial Partners LLC grew its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 5.8% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 54,670 shares of the company’s stock after buying an additional 3,014 shares […] ....

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Beacon Financial Group Has $5.22 Million Position in iShares S&P 500 Value ETF (NYSEARCA:IVE)

Beacon Financial Group trimmed its stake in iShares S&P 500 Value ETF (NYSEARCA:IVE – Get Rating) by 0.4% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 34,444 shares of the company’s stock after selling 152 shares during the quarter. Beacon Financial Group’s […] ....

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JMG Financial Group Ltd. Purchases 3,476 Shares of iShares S&P 500 Value ETF (NYSEARCA:IVE)

JMG Financial Group Ltd. lifted its position in iShares S&P 500 Value ETF (NYSEARCA:IVE – Get Rating) by 193.9% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 5,269 shares of the company’s stock after acquiring an additional 3,476 shares during […] ....

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GenWealth Group Inc. Cuts Stock Position in iShares S&P 500 Value ETF (NYSEARCA:IVE)

GenWealth Group Inc. lessened its position in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE – Get Rating) by 0.5% during the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 19,350 shares of the company’s stock after selling 96 shares during the period. iShares S&P […] ....

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2,628 Shares in iShares S&P 500 Value ETF (NYSEARCA:IVE) Purchased by Brown Miller Wealth Management LLC

Brown Miller Wealth Management LLC purchased a new position in iShares S&P 500 Value ETF (NYSEARCA:IVE – Get Rating) in the first quarter, according to its most recent filing with the Securities & Exchange Commission. The firm purchased 2,628 shares of the company’s stock, valued at approximately $399,000. A number of other hedge funds have […] ....

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