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May 5, 2024
W Advisors LLC lowered its holdings in iShares ESG MSCI USA Leaders ETF (NASDAQ:SUSL – Free Report) by 0.5% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 76,108 shares of the company’s stock after selling 398 shares during the quarter. iShares […]
April 23, 2024
Roble Belko & Company Inc raised its stake in shares of iShares Core U.S. REIT ETF (NYSEARCA:USRT – Free Report) by 17.6% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 28,287 shares of the company’s stock after buying an additional 4,239 shares during […]
April 7, 2024
Firethorn Wealth Partners LLC lessened its position in iShares ESG MSCI USA Leaders ETF (NASDAQ:SUSL – Free Report) by 7.3% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 5,840 shares of the company’s stock after selling 457 shares during […]
March 29, 2024
Values Added Financial LLC trimmed its position in shares of Automatic Data Processing, Inc. (NASDAQ:ADP – Free Report) by 4.8% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 1,462 shares of the business services provider’s stock after selling 74 shares during the […]
March 29, 2024
Values Added Financial LLC lifted its holdings in Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB – Free Report) by 246.1% in the fourth quarter, HoldingsChannel reports. The firm owned 70,543 shares of the company’s stock after buying an additional 50,161 shares during the quarter. Vanguard Tax-Exempt Bond ETF makes up approximately 2.9% of Values Added Financial LLC’s […]
March 29, 2024
Values Added Financial LLC lessened its stake in shares of TCW Transform 500 ETF (BATS:VOTE – Free Report) by 8.9% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 93,427 shares of the company’s stock after selling 9,141 shares during the quarter. TCW Transform […]
March 29, 2024
Values Added Financial LLC lessened its stake in shares of iShares ESG Advanced MSCI EM ETF (NASDAQ:EMXF – Free Report) by 6.5% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 23,544 shares of the company’s stock after selling 1,648 shares during […]
March 29, 2024
Values Added Financial LLC lowered its stake in shares of Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) by 28.1% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 13,244 shares of the company’s stock after selling 5,180 shares during the […]
March 29, 2024
Values Added Financial LLC lifted its holdings in shares of McDonald’s Co. (NYSE:MCD – Free Report) by 27.8% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 1,278 shares of the fast-food giant’s stock after acquiring an additional 278 shares during the quarter. […]
March 29, 2024
Values Added Financial LLC lessened its position in shares of Stryker Co. (NYSE:SYK – Free Report) by 11.5% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 1,553 shares of the medical technology company’s stock after selling 202 shares during the quarter. Values […]