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2026-01-25 07:43 UTC
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Diversified Trust Co Has $9.25 Million Stock Holdings in iShares Russell 1000 ETF $IWB
Diversified Trust Co increased its holdings in the iShares Russell 1000 ETF (IWB) by 41.2% in Q3, adding an additional 7,393 shares to its portfolio, now owning a total of 25,320 shares....
Diversified Trust Co Cuts Stock Position in Vanguard Dividend Appreciation ETF $VIG
Diversified Trust Co reduced its holdings of Vanguard Dividend Appreciation ETF (NYSEARCA: VIG) by 1.5% during the third quarter, selling 2,520 shares and now owning a total of 163,997 shares....
Bravias Capital Group LLC Makes New Investment in Vanguard High Dividend Yield ETF $VYM
Bravias Capital Group LLC has acquired 4,877 shares of Vanguard High Dividend Yield ETF (NYSEARCA: VYM) during the third quarter. The purchase was valued at about $687,000....
SPDR Dow Jones Industrial Average ETF Trust $DIA Shares Acquired by Melone Private Wealth LLC
During the third quarter, Melone Private Wealth LLC increased its holdings of SPDR Dow Jones Industrial Average ETF Trust (DIA) by 10%, up to a total of 31,198 shares....
Melone Private Wealth LLC Increases Position in Davis Select U.S. Equity ETF $DUSA
In the third quarter, Melone Private Wealth LLC increased its investment in Davis Select U.S. Equity ETF (BATS:DUSA) by 76.2%, purchasing an additional 11,063 shares for a total of 25,575 shares....
Goldman Sachs Equal Weight U.S. Large Cap Equity ETF $GSEW Shares Purchased by Perigon Wealth Management LLC
Perigon Wealth Management LLC increased its holdings in Goldman Sachs Equal Weight U.S. Large Cap Equity ETF (GSEW) by 88.1% during the third quarter, according to recent SEC filings....
Short Interest in First Trust Emerging Markets Local Currency Bond ETF (NASDAQ:FEMB) Drops By 35.0%
First Trust Emerging Markets Local Currency Bond ETF experienced a significant drop in short interest during December, with short positions declining to 59,989 shares from 92,329 as of November 30th....
Osaic Holdings Inc. Acquires 24,871 Shares of JPMorgan BetaBuilders Europe ETF $BBEU
Osaic Holdings Inc. increased its holdings of JPMorgan BetaBuilders Europe ETF (BATS: BBEU) by 196.9% in the second quarter, adding 24,871 shares to a total holding of 37,505 shares....
Invesco S&P 500 Top 50 ETF (NYSEARCA:XLG) Sees Significant Drop in Short Interest
The Invesco S&P 500 Top 50 ETF (NYSEARCA:XLG) experienced a significant decline of 35.5% in short interest, dropping to 399,840 shares by December 15th from 620,028 shares on November 30th....
Short Interest in SP Funds Dow Jones Global Sukuk ETF (NYSEARCA:SPSK) Decreases By 35.0%
According to recent market data as of December 15th, short interest in the SP Funds Dow Jones Global Sukuk ETF has significantly reduced by 35% compared to November 30th. The current short position st...
Vanguard Short-Term Bond ETF $BSV Shares Acquired by Clune & Associates LTD.
Clune & Associates LTD increased its holdings in Vanguard Short-Term Bond ETF (BSV) by 9.9% during the third quarter, adding an additional 16,560 shares to a total ownership of 183,322 shares....
Founders Grove Wealth Partners LLC Has $33.60 Million Stock Position in Vanguard FTSE Developed Markets ETF $VEA
Founders Grove Wealth Partners LLC decreased its holdings of the Vanguard FTSE Developed Markets ETF (VEA) by 2.2% in Q3, selling 12,767 shares and leaving it with a total of 560,740 shares worth appr...
Camelot Technology Advisors Inc. Sells 1,768 Shares of iShares Core S&P 500 ETF $IVV
Camelot Technology Advisors Inc. reduced its holdings in the iShares Core S&P 500 ETF ($IVV) by selling 1,768 shares during the third quarter, lowering its stake by 3.1%. Post transaction, it now hold...
Osaic Holdings Inc. Boosts Position in Goldman Sachs Nasdaq 100 Core Premium Income ETF $GPIQ
Osaic Holdings Inc. reported an increase of its holdings in the Goldman Sachs NASDAQ 100 Core Premium Income ETF (GPIQ) by 23.6% during the second quarter, according to a recent SEC filing....
Comprehensive Financial Consultants Institutional Inc. Sells 14,739 Shares of Pacer US Small Cap Cash Cows ETF $CALF
Comprehensive Financial Consultants Institutional Inc. reduced its holdings in Pacer US Small Cap Cash Cows ETF (CALF) by selling 14,739 shares during the third quarter, resulting in a total holding o...
Short Interest in Astoria Dynamic Core US Fixed Income ETF (NASDAQ:AGGA) Expands By 100.3%
The short interest in Astoria Dynamic Core US Fixed Income ETF (AGGA) grew significantly by December 15th to 7,430 shares from 3,709 shares on November 30th, marking a 100.3% increase....
iShares Core S&P 500 ETF $IVV Shares Sold by Cape ANN Savings Bank
Cape ANN Savings Bank decreased its holdings of iShares Core S&P 500 ETF (NYSEARCA: IVV) in the third quarter, reducing the number of shares by 1,089. The bank now owns 18,513 shares after the sale....
Cwm LLC Has $103.71 Million Stock Position in Vanguard Value ETF $VTV
Cwm LLC reduced its holdings of Vanguard Value ETF (VTV) by 3.3% during the third quarter, selling 19,045 shares and holding a total of 556,104 shares....
Farther Finance Advisors LLC Buys 10,265 Shares of First Trust Capital Strength ETF $FTCS
During Q3, Farther Finance Advisors LLC increased its holding in First Trust Capital Strength ETF (NASDAQ: FTCS) by purchasing an additional 10,265 shares, growing their total stake to 23,747 shares....
PIMCO Municipal Income Opportunities Active Exchange-Traded Fund (NYSEARCA:MINO) Short Interest Update
The short interest for PIMCO Municipal Income Opportunities Active ETF (NYSEARCA:MINO) has significantly increased in December, rising to 75,154 shares from 14,608 shares as of November 30th. This rep...
North Square RCIM Tax-Advantaged Preferred and Income Securities ETF (NYSEARCA:QTPI) Short Interest Update
Short interest for North Square RCIM Tax-Advantaged Preferred and Income Securities ETF (NASDAQ: QTPI) drastically increased in December. As of December 15th, the short interest stood at 449 shares, s...
ETC 6 Meridian Low Beta Equity Strategy ETF (NYSEARCA:SIXL) Short Interest Up 394.7% in December
The short interest for ETC 6 Meridian Low Beta Equity Strategy ETF (Ticker: SIXL) saw a significant increase in December. As of December 15, the total number of shares sold short was 1,766, representi...
Global X Emerging Markets ETF (NYSEARCA:EMM) Short Interest Up 415.6% in December
The short interest for Global X Emerging Markets ETF (NYSEARCA:EMM) increased significantly in December, rising from 963 shares to 4,965 shares by December 15th, marking a 415.6% increase compared to ...
JPMorgan Nasdaq Equity Premium Income ETF $JEPQ Shares Bought by Cambridge Advisors Inc.
Cambridge Advisors Inc. increased its holdings by 13.9% during the third quarter by acquiring an additional 25,316 shares, bringing their total ownership to 206,939 shares....
Vanguard Total Stock Market ETF $VTI Stock Holdings Reduced by Cambridge Advisors Inc.
Cambridge Advisors Inc. decreased its holdings of the Vanguard Total Stock Market ETF (VTI) by 5.3% during the third quarter, selling off 2,069 shares to hold a total of 37,059 shares, which constitut...
Harbor Investment Advisory LLC Sells 4,273 Shares of Invesco S&P 500 Equal Weight ETF $RSP
Harbor Investment Advisory LLC decreased its holdings in the Invesco S&P 500 Equal Weight ETF (RSP) by selling 4,273 shares during the third quarter. This reduction brought their total ownership to 64...
Fidelity Low Volatility Factor ETF (NYSEARCA:FDLO) Sets New 52-Week High – Here’s What Happened
The Fidelity Low Volatility Factor ETF saw its shares reach a new 52-week high during trading on Friday, with the highest traded price being $67.94 and closing at $67.8440 following volume of 37,578 s...
Carnegie Investment Counsel Cuts Position in SPDR Portfolio S&P 600 Small Cap ETF $SPSM
Carnegie Investment Counsel reduced its holdings of the SPDR Portfolio S&P 600 Small Cap ETF (SPSM) by selling 58,706 shares during Q3, resulting in a new total of 286,674 shares....
Heck Capital Advisors LLC Raises Stake in Vanguard Total Stock Market ETF $VTI
During the third quarter, Heck Capital Advisors LLC increased its holdings in Vanguard Total Stock Market ETF (NYSEARCA: VTI) by acquiring an additional 11,781 shares. The total stake now comprises 36...
Invesco BulletShares 2025 Corporate Bond ETF $BSCP Shares Bought by Farnam Financial LLC
Farnam Financial LLC increased its holdings of Invesco BulletShares 2025 Corporate Bond ETF (NASDAQ:BSCP) by 22.4% during the third quarter, adding 39,630 shares to their existing position, according ...
Evolution Wealth Management Inc. Purchases 22,202 Shares of SPDR Portfolio S&P 500 ETF $SPLG
Evolution Wealth Management Inc. increased its holdings in SPDR Portfolio S&P 500 ETF (SPLG) with a purchase of 22,202 shares during the third quarter, raising its total to 36,459 shares....
iShares Core S&P Small-Cap ETF $IJR Shares Bought by Elk River Wealth Management LLC
Elk River Wealth Management LLC increased its holdings of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) in the third quarter, adding 6,928 shares to bring its total ownership to 334,430 shares....
Centennial Wealth Advisory LLC Grows Stock Position in iShares Core S&P 500 ETF $IVV
Centennial Wealth Advisory LLC augmented its holdings of iShares Core S&P 500 ETF (IVV) by 4.2% in Q3. As of the latest SEC filing, they hold a total of 30,407 shares after buying an additional 1,237 ...
Diversified Trust Co Has $13.70 Million Stock Holdings in iShares MSCI EAFE ETF $EFA
Diversified Trust Co increased its holdings in iShares MSCI EAFE ETF by 8.8% during the third quarter. The institutional investor now owns 146,683 shares of the ETF after purchasing an additional 11,9...
Diversified Trust Co Purchases 7,315 Shares of Invesco S&P 500 Equal Weight ETF $RSP
Diversified Trust Co increased its holding in Invesco S&P 500 Equal Weight ETF (RSP) by 33% during the third quarter. The firm's holdings include 29,490 shares after purchasing an additional 7,315 sha...
Vanguard Total International Bond ETF $BNDX Shares Purchased by Clark Asset Management LLC
Clark Asset Management LLC increased its holdings of Vanguard Total International Bond ETF (NASDAQ:BNDX) during the third quarter, purchasing an additional 64,725 shares. The firm now holds a total of...
Fire Capital Management LLC Acquires 4,333 Shares of Vanguard S&P 500 ETF $VOO
Fire Capital Management LLC increased its holdings in Vanguard S&P 500 ETF (VOO) by 322.2% in the third quarter of the year, as reported in their latest filing with the SEC. The company now owns a tot...
Fidelity High Dividend ETF $FDVV Shares Purchased by Centerline Wealth Advisors LLC
Centerline Wealth Advisors LLC increased its holdings of Fidelity High Dividend ETF (FDVV) by 42.5% in the third quarter, adding an additional 28,410 shares to reach a total ownership of 95,324 shares...
Innovator U.S. Equity Power Buffer ETF – May (BATS:PMAY) Reaches New 52-Week High – Should You Buy?
The Innovator U.S. Equity Power Buffer ETF - May reached its highest point in the last year, peaking at $39.42 and closing at $39.5550 with a trading volume of 6320 shares....
Chris Bulman Inc Sells 2,293 Shares of iShares Russell 2000 ETF $IWM
Chris Bulman Inc reduced its holdings in iShares Russell 2000 ETF (IWM) by selling 2,293 shares in the third quarter. The company now owns 10,729 shares....
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