Larson Financial Group LLC trimmed its holdings in shares of iShares TIPS Bond ETF (NYSEARCA:TIP – Free Report) by 29.8% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 36,410 shares of the exchange traded fund’s stock after selling 15,466 shares during the […]
MCF Advisors LLC decreased its holdings in shares of iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS – Free Report) by 3.2% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 7,391 shares of the company’s stock after selling 246 shares during the […]
Truist Financial Corp raised its holdings in shares of iShares National Muni Bond ETF (NYSEARCA:MUB – Free Report) by 24.2% in the 4th quarter, HoldingsChannel reports. The firm owned 1,106,233 shares of the exchange traded fund’s stock after buying an additional 215,750 shares during the period. Truist Financial Corp’s holdings in iShares National Muni Bond […]
Delta Financial Advisors LLC lowered its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 8.7% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 2,060 shares of the company’s stock after selling 197 shares during the period. Delta Financial Advisors […]
NewSquare Capital LLC reduced its stake in iShares 1-5 Year Investment Grade Corporate Bond ETF (NASDAQ:IGSB – Free Report) by 2.1% during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 582,777 shares of the company’s stock after selling 12,366 shares during the […]
Cutter & CO Brokerage Inc. reduced its stake in shares of iShares TIPS Bond ETF (NYSEARCA:TIP – Free Report) by 38.0% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 5,794 shares of the exchange traded fund’s stock after selling 3,557 shares during […]
MCF Advisors LLC reduced its position in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 5.2% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 11,901 shares of the company’s stock after selling 653 shares during the quarter. […]
Bfsg LLC reduced its holdings in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI – Free Report) by 15.8% during the fourth quarter, HoldingsChannel reports. The institutional investor owned 4,357 shares of the company’s stock after selling 815 shares during the period. Bfsg LLC’s holdings in JPMorgan Equity Premium Income ETF were worth $240,000 as of its […]
Resonant Capital Advisors LLC trimmed its holdings in iShares National Muni Bond ETF (NYSEARCA:MUB – Free Report) by 16.4% in the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 82,901 shares of the exchange traded fund’s stock after selling 16,308 shares during the quarter. iShares National Muni Bond ETF comprises about 0.9% of Resonant Capital […]
DecisionPoint Financial LLC increased its holdings in Dimensional International Value ETF (NYSEARCA:DFIV – Free Report) by 40.8% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 1,035 shares of the company’s stock after purchasing an additional 300 shares during the period. DecisionPoint Financial LLC’s […]
MCF Advisors LLC decreased its holdings in shares of Schwab US Broad Market ETF (NYSEARCA:SCHB – Free Report) by 29.0% during the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 11,862 shares of the company’s stock after selling 4,839 shares during the period. MCF Advisors LLC’s holdings in Schwab US Broad Market ETF were worth […]
CapWealth Advisors LLC lowered its position in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 3.6% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 4,488 shares of the company’s stock after selling 170 shares during the period. CapWealth Advisors […]