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Howe & Rusling Inc. Buys 7,376 Shares of Vanguard Mega Cap Value ETF $MGV
Howe & Rusling Inc. boosted its stake in shares of Vanguard Mega Cap Value ETF (NYSEARCA:MGV – Free Report) by 12.1% in the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Forte Asset Management LLC Sells 4,724 Shares of iShares U.S. Technology ETF $IYW
Forte Asset Management LLC decreased its holdings in iShares U.S. Technology ETF (NYSEARCA:IYW – Free Report) by 22.4% during the first quarter, according to the company in its most recent disclosure with the Securities &... More of this article »
Howe & Rusling Inc. Boosts Stock Holdings in Zscaler, Inc. $ZS
Howe & Rusling Inc. raised its position in shares of Zscaler, Inc. (NASDAQ:ZS – Free Report) by 32.7% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Vanguard Tax-Exempt Bond ETF $VTEB Shares Purchased by Howe & Rusling Inc.
Howe & Rusling Inc. lifted its position in Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB – Free Report) by 162.4% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Cobblestone Asset Management LLC Has $12.18 Million Holdings in SPDR Portfolio S&P 500 Value ETF $SPYV
Cobblestone Asset Management LLC lowered its position in SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV – Free Report) by 11.5% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange... More of this article »
SPDR Portfolio Emerging Markets ETF $SPEM Shares Sold by Cobblestone Asset Management LLC
Cobblestone Asset Management LLC cut its position in SPDR Portfolio Emerging Markets ETF (NYSEARCA:SPEM – Free Report) by 11.3% during the first quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Howe & Rusling Inc. Boosts Holdings in Advanced Micro Devices, Inc. $AMD
Howe & Rusling Inc. boosted its stake in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD – Free Report) by 354.6% in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Cobblestone Asset Management LLC Raises Stock Position in SPDR Portfolio S&P 500 Growth ETF $SPYG
Cobblestone Asset Management LLC raised its holdings in SPDR Portfolio S&P 500 Growth ETF (NYSEARCA:SPYG – Free Report) by 5.9% in the first quarter, according to its most recent Form 13F filing with the Securities &... More of this article »
Cobblestone Asset Management LLC Purchases 234,994 Shares of iShares U.S. Treasury Bond ETF $GOVT
Cobblestone Asset Management LLC lifted its position in shares of iShares U.S. Treasury Bond ETF (BATS:GOVT – Free Report) by 546.0% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Cobblestone Asset Management LLC Purchases Shares of 48,639 iShares MSCI EAFE Growth ETF $EFG
Cobblestone Asset Management LLC purchased a new stake in shares of iShares MSCI EAFE Growth ETF (BATS:EFG – Free Report) in the first quarter, according to its most recent 13F filing with the SEC. The fund purchased 48,639... More of this article »
Cobblestone Asset Management LLC Grows Holdings in iShares Ethereum Trust ETF $ETHA
Cobblestone Asset Management LLC lifted its stake in shares of iShares Ethereum Trust ETF (NASDAQ:ETHA – Free Report) by 51.2% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Cobblestone Asset Management LLC Acquires 16,730 Shares of iShares MSCI India ETF $INDA
Cobblestone Asset Management LLC lifted its holdings in iShares MSCI India ETF (BATS:INDA – Free Report) by 138.1% in the 1st quarter, according to its most recent 13F filing with the SEC. The firm owned 28,845 shares of the... More of this article »
HBE Wealth Management LLC Buys 16,560 Shares of Dimensional U.S. Core Equity 2 ETF $DFAC
HBE Wealth Management LLC lifted its stake in Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC – Free Report) by 11.1% in the first quarter, according to its most recent filing with the Securities & Exchange Commission.... More of this article »
Core Wealth Advisors LLC Has $4.82 Million Stake in iShares MSCI EAFE Growth ETF $EFG
Core Wealth Advisors LLC increased its position in shares of iShares MSCI EAFE Growth ETF (BATS:EFG – Free Report) by 703.4% during the first quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Hillcrest Wealth Advisors NY LLC Has $9.19 Million Holdings in iShares TIPS Bond ETF $TIP
Hillcrest Wealth Advisors NY LLC grew its stake in iShares TIPS Bond ETF (NYSEARCA:TIP – Free Report) by 20.6% during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
Cobblestone Asset Management LLC Acquires New Position in Grayscale Solana Trust ETF $GSOL
Cobblestone Asset Management LLC acquired a new stake in shares of Grayscale Solana Trust ETF (NYSEARCA:GSOL – Free Report) during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
Cobblestone Asset Management LLC Has $1.38 Million Stock Position in iShares Gold Trust $IAU
Cobblestone Asset Management LLC lessened its holdings in iShares Gold Trust (NYSEARCA:IAU – Free Report) by 66.9% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Core Wealth Advisors LLC Has $7.95 Million Stock Holdings in iShares S&P 500 Growth ETF $IVW
Core Wealth Advisors LLC grew its position in shares of iShares S&P 500 Growth ETF (NYSEARCA:IVW – Free Report) by 7.4% during the 1st quarter, according to the company in its most recent filing with the SEC. The firm owned... More of this article »
Core Wealth Advisors LLC Sells 4,943 Shares of Vanguard Value ETF $VTV
Core Wealth Advisors LLC lowered its holdings in Vanguard Value ETF (NYSEARCA:VTV – Free Report) by 9.1% in the first quarter, according to its most recent Form 13F filing with the SEC. The fund owned 49,483 shares of the company’s... More of this article »
Hillcrest Wealth Advisors NY LLC Purchases New Position in iShares China Large-Cap ETF $FXI
Hillcrest Wealth Advisors NY LLC purchased a new position in iShares China Large-Cap ETF (NYSEARCA:FXI – Free Report) in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Core Wealth Advisors LLC Sells 41,503 Shares of GraniteShares Gold Trust $BAR
Core Wealth Advisors LLC lessened its position in GraniteShares Gold Trust (NYSEARCA:BAR – Free Report) by 56.3% in the first quarter, according to its most recent disclosure with the SEC. The firm owned 32,227 shares of the... More of this article »
Cobblestone Asset Management LLC Invests $619,000 in iShares MSCI South Korea ETF $EWY
Cobblestone Asset Management LLC bought a new position in iShares MSCI South Korea ETF (NYSEARCA:EWY – Free Report) during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Hillcrest Wealth Advisors NY LLC Buys 2,145 Shares of iShares Russell 2000 ETF $IWM
Hillcrest Wealth Advisors NY LLC grew its stake in shares of iShares Russell 2000 ETF (NYSEARCA:IWM – Free Report) by 2.6% during the first quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »