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 […]
Roble Belko & Company Inc cut its holdings in iShares 7-10 Year Treasury Bond ETF (NASDAQ:IEF – Free Report) by 96.2% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 1,600 shares of the exchange traded fund’s stock after selling 40,222 shares during […]
Capital Investment Advisory Services LLC lessened its stake in shares of iShares MSCI USA Quality Factor ETF (BATS:QUAL – Free Report) by 14.1% during the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 217,087 shares of the company’s stock after selling 35,496 shares during the quarter. iShares MSCI USA Quality Factor ETF makes up approximately […]
Resonant Capital Advisors LLC trimmed its stake in Invesco BulletShares 2024 Municipal Bond ETF (NASDAQ:BSMO – Free Report) by 5.0% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 98,067 shares of the company’s stock after selling 5,118 shares during the period. Resonant […]
Altus Wealth Group LLC cut its stake in First Trust TCW Opportunistic Fixed Income ETF (NASDAQ:FIXD – Free Report) by 2.1% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 28,429 shares of the company’s stock after selling 623 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. […]
Voss Capital LLC grew its holdings in Arhaus, Inc. (NASDAQ:ARHS – Free Report) by 23.0% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 615,000 shares of the company’s stock after purchasing an additional 115,000 shares during the quarter. Arhaus makes up 0.7% […]
DGS Capital Management LLC grew its position in shares of Netflix, Inc. (NASDAQ:NFLX – Free Report) by 4.0% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 1,074 shares of the Internet television network’s stock after buying an additional 41 shares during the […]
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 […]
LifePlan Financial LLC bought a new position in shares of iShares GNMA Bond ETF (NASDAQ:GNMA – Free Report) during the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund bought 26,844 shares of the company’s stock, valued at approximately $1,188,000. iShares GNMA Bond ETF comprises about 1.2% of LifePlan […]
MV Capital Management Inc. raised its position in Starbucks Co. (NASDAQ:SBUX – Free Report) by 1.2% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 18,475 shares of the coffee company’s stock after buying an additional 226 shares during […]
Northstar Asset Management LLC trimmed its position in Comcast Co. (NASDAQ:CMCSA – Free Report) by 3.0% in the fourth quarter, Holdings Channel.com reports. The institutional investor owned 25,035 shares of the cable giant’s stock after selling 780 shares during the period. Northstar Asset Management LLC’s holdings in Comcast were worth $1,098,000 as of its most […]