Corient Private Wealth LLC grew its holdings in shares of JPMorgan Active Growth ETF (NYSEARCA:JGRO – Free Report) by 28.3% during the fourth quarter, HoldingsChannel reports. The institutional investor owned 56,958 shares of the company’s stock after buying an additional 12,571 shares during the period. Corient Private Wealth LLC’s holdings in JPMorgan Active Growth ETF […]

Surience Private Wealth LLC bought a new position in shares of iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH – Free Report) in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor bought 74,118 shares of the company’s stock, valued at approximately $5,005,000. […]

Corient Private Wealth LLC lifted its position in iShares S&P Small-Cap 600 Value ETF (NYSEARCA:IJS – Free Report) by 30.9% in the 4th quarter, Holdings Channel.com reports. The fund owned 98,104 shares of the company’s stock after acquiring an additional 23,147 shares during the period. Corient Private Wealth LLC’s holdings in iShares S&P Small-Cap 600 […]

Genesis Private Wealth LLC lowered its position in iShares Russell 1000 Value ETF (NYSEARCA:IWD – Free Report) by 7.8% in the first quarter, according to the company in its most recent disclosure with the SEC. The firm owned 61,579 shares of the exchange traded fund’s stock after selling 5,207 shares during the period. iShares Russell […]