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iShares Short Treasury Bond ETF (NASDAQ:SHV) Shares Bought by Client First Capital LLC

Client First Capital LLC increased its position in iShares Short Treasury Bond ETF (NASDAQ:SHV – Free Report) by 3.7% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 315,514 shares of the company’s stock after buying an additional 11,119 shares […]
United States Barclays Short Treasury Bond Fund Investment Management Beaird Harris Wealth Management Wealthshield Partners Exchange Commission

iShares California Muni Bond ETF (NYSEARCA:CMF) Holdings Decreased by Client First Capital LLC

Client First Capital LLC decreased its holdings in shares of iShares California Muni Bond ETF (NYSEARCA:CMF – Free Report) by 63.3% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 6,478 shares of the company’s stock after selling 11,196 shares during the […]
United States Client First Capital Money Concepts Capital Corp Resurgent Financial Advisors Exchange Commission Sp California Municipal Bond Fund

Client First Capital LLC Has $1.94 Million Stock Holdings in Invesco S&P 500 Low Volatility ETF (NYSEARCA:SPLV)

Client First Capital LLC decreased its position in shares of Invesco S&P 500 Low Volatility ETF (NYSEARCA:SPLV – Free Report) by 49.7% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 30,923 shares of the company’s stock after selling 30,558 shares […]
United States Client First Capital Buck Wealth Strategies Exchange Commission Retirement Group Headlands Technologies

Client First Capital LLC Boosts Stock Holdings in iShares MSCI USA Quality Factor ETF (BATS:QUAL)

Client First Capital LLC lifted its stake in iShares MSCI USA Quality Factor ETF (BATS:QUAL – Free Report) by 9.1% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 54,176 shares of the company’s stock after purchasing an additional 4,500 […]
United States Client First Capital Exchange Commission Prudential Financial Inc Mather Group Aj Wealth Strategies

iShares MSCI USA Quality Factor ETF (BATS:QUAL) Position Increased by Client First Capital LLC

Client First Capital LLC increased its position in shares of iShares MSCI USA Quality Factor ETF (BATS:QUAL – Free Report) by 9.1% during the fourth quarter, Holdings Channel reports. The institutional investor owned 54,176 shares of the company’s stock after buying an additional 4,500 shares during the quarter. iShares MSCI USA Quality Factor ETF comprises […]
United States Horizon Investments Wealth Management Client First Capital Frank Rimerman Advisors Truwealth Advisors

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Client First Capital LLC Acquires 11,119 Shares of iShares Short Treasury Bond ETF (NASDAQ:SHV)

Client First Capital LLC raised its position in iShares Short Treasury Bond ETF (NASDAQ:SHV – Free Report) by 3.7% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 315,514 shares of the company’s stock after purchasing an additional 11,119 shares […]
United States Advisors Inc Retirement Planning Group Allred Capital Management Archford Capital Strategies Client First Capital

Client First Capital LLC Decreases Stock Holdings in iShares California Muni Bond ETF (NYSEARCA:CMF)

Client First Capital LLC trimmed its stake in shares of iShares California Muni Bond ETF (NYSEARCA:CMF – Free Report) by 63.3% in the 4th quarter, Holdings Channel reports. The firm owned 6,478 shares of the company’s stock after selling 11,196 shares during the period. iShares California Muni Bond ETF accounts for approximately 0.3% of Client […]
United States Securities Exchange Commission Holdings Channel Bailard Inc Sp California Municipal Bond Fund Client First Capital
Source: wkrb13.com

Client First Capital LLC Sells 1,677 Shares of iShares Core S&P 500 ETF (NYSEARCA:IVV)

Client First Capital LLC trimmed its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 10.1% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 14,937 shares of the company’s stock after selling 1,677 shares during the period. iShares Core […]
United States Client First Capital Exchange Commission Lantz Financial Csenge Advisory Group Stewardship Advisors
Source: wkrb13.com

iShares Short Treasury Bond ETF (NASDAQ:SHV) Shares Bought by Client First Capital LLC

Client First Capital LLC increased its position in iShares Short Treasury Bond ETF (NASDAQ:SHV – Free Report) by 3.7% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 315,514 shares of the company’s stock after buying an additional 11,119 shares […]
United States Beaird Harris Wealth Management Gradient Investments Client First Capital Wealthshield Partners Exchange Commission
Source: wkrb13.com

Beverly Hills Private Wealth LLC Takes $263,000 Position in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH)

Beverly Hills Private Wealth LLC acquired a new position in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH – Free Report) during the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor acquired 984 shares of the company’s stock, valued at approximately $263,000. A number of other institutional […]
United States Acorn Financial Advisory Services Inc M Kohn Company Cozad Asset Management Inc Beverly Hills Private Wealth Securities Exchange Commission

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