Meritage Portfolio Management acquired a new stake in shares of iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV – Free Report) during the fourth quarter, HoldingsChannel reports. The fund acquired 4,275 shares of the company’s stock, valued at approximately $429,000. Several other institutional investors and hedge funds also recently added to or reduced their stakes in […]
MCF Advisors LLC decreased its position in SPDR Bloomberg 3-12 Month T-Bill ETF (NYSEARCA:BILS – Free Report) by 18.2% during the 4th quarter, Holdings Channel.com reports. The fund owned 16,516 shares of the company’s stock after selling 3,670 shares during the quarter. MCF Advisors LLC’s holdings in SPDR Bloomberg 3-12 Month T-Bill ETF were worth […]
Dohj LLC increased its stake in shares of iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI – Free Report) by 45.3% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 52,468 shares of the company’s stock after purchasing an additional 16,359 shares during the […]
Fulton Breakefield Broenniman LLC increased its holdings in shares of iShares National Muni Bond ETF (NYSEARCA:MUB – Free Report) by 5.4% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 58,654 shares of the exchange traded fund’s stock after buying an additional […]
MCF Advisors LLC increased its holdings in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report) by 9.5% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 4,553 shares of the company’s stock after acquiring an additional 395 shares during […]
Roth Financial Partners LLC lifted its holdings in Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB – Free Report) by 2,547.7% in the fourth quarter, HoldingsChannel reports. The firm owned 216,844 shares of the company’s stock after buying an additional 208,654 shares during the quarter. Vanguard Tax-Exempt Bond ETF makes up approximately 5.7% of Roth Financial Partners LLC’s […]
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 […]
Cary Street Partners Investment Advisory LLC trimmed its position in shares of iShares MSCI EAFE ETF (NYSEARCA:EFA – Free Report) by 69.2% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 6,616 shares of the exchange traded fund’s stock after selling 14,849 shares […]
One Day In July LLC increased its position in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 4.7% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 579,628 shares of the exchange traded fund’s stock after acquiring an additional 25,815 […]
MCF Advisors LLC grew its holdings in shares of iShares Russell 2000 ETF (NYSEARCA:IWM – Free Report) by 2.1% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 62,238 shares of the exchange traded fund’s stock after purchasing an additional 1,287 shares during the period. iShares […]
NewSquare Capital LLC grew its stake in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 7.9% in the 4th quarter, Holdings Channel reports. The institutional investor owned 322,753 shares of the company’s stock after buying an additional 23,520 shares during the quarter. Vanguard Total Stock Market ETF makes up 7.1% of […]
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 […]