Institute for Wealth Management LLC. raised its stake in iShares MSCI Emerging Markets ETF (NYSEARCA:EEM – Free Report) by 5.6% during the 4th quarter, HoldingsChannel.com reports. The firm owned 53,443 shares of the exchange traded fund’s stock after acquiring an additional 2,858 shares during the period. Institute for Wealth Management LLC.’s holdings in iShares MSCI […]
Alpha Omega Wealth Management LLC lifted its holdings in iShares Core High Dividend ETF (NYSEARCA:HDV – Free Report) by 2.1% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 5,023 shares of the exchange traded fund’s stock after buying an additional […]
Institute for Wealth Management LLC. cut its stake in shares of SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (NYSEARCA:EFAX – Free Report) by 1.9% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 43,749 shares of the company’s stock after selling 859 shares during the […]
Wealth Alliance boosted its holdings in shares of iShares Core MSCI EAFE ETF (BATS:IEFA – Free Report) by 19.6% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 59,118 shares of the company’s stock after purchasing an additional 9,675 shares during the quarter. iShares […]
LifePlan Financial LLC acquired a new stake in iShares Gold Trust (NYSEARCA:IAU – Free Report) in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm acquired 192,713 shares of the exchange traded fund’s stock, valued at approximately $7,522,000. iShares Gold Trust accounts for 7.5% […]
Roth Financial Partners LLC increased its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 3.2% during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 78,641 shares of the company’s stock after buying an additional 2,414 shares during the quarter. […]
Signet Financial Management LLC lessened its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 1.5% in the fourth quarter, according to its most recent filing with the SEC. The firm owned 9,586 shares of the company’s stock after selling 143 shares during the quarter. Signet Financial Management LLC’s holdings […]
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 […]
Arista Wealth Management LLC acquired a new stake in shares of The Boeing Company (NYSE:BA – Free Report) during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm acquired 992 shares of the aircraft producer’s stock, valued at approximately $259,000. Other institutional investors and hedge funds […]
Institute for Wealth Management LLC. lifted its stake in shares of Texas Instruments Incorporated (NASDAQ:TXN – Free Report) by 0.9% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 29,278 shares of the semiconductor company’s stock after purchasing an additional 272 shares during the period. Texas […]
Institute for Wealth Management LLC. cut its position in shares of KLA Co. (NASDAQ:KLAC – Free Report) by 2.1% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 2,428 shares of the semiconductor company’s stock after selling 53 shares during the period. Institute for Wealth […]
Avior Wealth Management LLC reduced its stake in Chevron Co. (NYSE:CVX – Free Report) by 9.2% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 20,798 shares of the oil and gas company’s stock after selling 2,104 shares during the quarter. […]