funds
17 articles
Brookstone Capital Management increased its holdings in iShares National Muni Bond ETF (MUB) by purchasing an additional 31,324 shares in the third quarter, according to a recent filing with the SEC. ...
Cerity Partners LLC has reduced its holdings of Vanguard ESG U.S. Stock ETF by 4.7% during the third quarter, selling 10,925 shares and holding a total of 220,415 shares post transaction....
Cornerstone Partners Capital Management LLC reduced its holdings of iShares Core S&P 500 ETF (IVV) in the third quarter, selling 2,420 shares and holding a total of 6,606 shares....
Diversified Trust Co increased its holdings in iShares Core MSCI EAFE ETF by 5.9% during the third quarter, adding 49,892 shares to bring its total ownership to 896,654 shares....
In the third quarter of 2023, Continuum Advisory LLC purchased a new stake worth approximately $2.094 million in Simplify Intermediate Term Treasury Futures Strategy ETF (BATS: TYA). The fund acquired...
Carnegie Investment Counsel increased its holdings of iShares MBS ETF (MBB) in the third quarter by 3.4%, adding 8,142 shares to reach a total of 249,475 shares....
Leslie Global Wealth LLC decreased its holdings of iShares Russell 2000 ETF (NYSEARCA:IWM) by selling 16.9% worth of shares in the third quarter, following a sale of 2,391 shares. The firm now owns 11...
During the third quarter, Diversified Trust Co increased its holdings of iShares 0-3 Month Treasury Bond ETF (SGOV) by purchasing an additional 12,891 shares. This raised their total ownership to 379,...
GRIMES & Co Wealth Management LLC increased its investment in JPMorgan International Research Enhanced Equity ETF (JIRE) by 40.3% during the third quarter, purchasing additional shares to hold a total...
Oregon Public Employees Retirement Fund Buys 5,391 Shares of American Water Works Company, Inc. $AWK
The Oregon Public Employees Retirement Fund increased its shareholding in American Water Works Company Inc. by 32% during the third quarter, as reported through a Form 13F filing with the SEC. The fun...
The FlexShares Morningstar US Market Factor Tilt Index Fund (BATS:TILT) reached a new 52-week high on Wednesday, trading up to $250.48 and closing at $249.41 with 11,121 shares traded....
Delta Investment Management LLC reduced its holdings of Innovator Equity Managed Floor ETF (NYSEARCA:SFLR) by 3.1% during the third quarter, selling 27,840 shares and ending up with 860,218 shares....
Beech Hill Advisors Inc. reduced its holdings in Broadcom Inc (NASDAQ:AVGO) by 22.4% during the third quarter. The firm sold 5,310 shares and now holds 18,394 shares of the semiconductor manufacturer'...
Cherrydale Wealth Management LLC increased its holdings of Invesco QQQ (NASDAQ: QQQ) by purchasing an additional 1,080 shares during the third quarter, resulting in a total ownership of 13,936 shares....
Signal Advisors Wealth LLC reduced its holdings of SPDR Portfolio Aggregate Bond ETF (SPAB) by 77.7% during the third quarter, selling 54,153 shares and retaining ownership of 15,519 shares....
Farnam Financial LLC increased its holdings of Invesco BulletShares 2027 Corporate Bond ETF (BSCR) by acquiring an additional 47,735 shares in the third quarter. The company now holds a total of 237,1...
FengHe Fund Management Pte. Ltd. has increased its stake in Alibaba Group by purchasing an additional 83,600 shares, making the total ownership 131,200 shares during the third quarter of the year....