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August 14, 2023
Souders Financial Advisors boosted its holdings in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 42.4% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 34,719 shares of the exchange traded fund’s stock after acquiring an […]
August 14, 2023
RB Capital Management LLC decreased its stake in Walmart Inc. (NYSE:WMT – Free Report) by 0.7% during the 1st quarter, Holdings Channel reports. The firm owned 9,705 shares of the retailer’s stock after selling 66 shares during the quarter. RB Capital Management LLC’s holdings in Walmart were worth $1,431,000 at the end of the most […]
August 13, 2023
Tower Research Capital LLC TRC lifted its holdings in Walmart Inc. (NYSE:WMT – Free Report) by 75.7% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 65,850 shares of the retailer’s stock after purchasing an additional 28,382 shares during the quarter. Tower […]
August 13, 2023
KCM Investment Advisors LLC grew its holdings in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 21.7% during the 1st quarter, HoldingsChannel reports. The firm owned 5,319 shares of the exchange traded fund’s stock after buying an additional 947 shares during the period. KCM Investment Advisors LLC’s holdings in iShares Core […]
August 13, 2023
Ruedi Wealth Management Inc. acquired a new position in iShares Core Total USD Bond Market ETF (NASDAQ:IUSB – Free Report) during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund acquired 1,424 shares of the company’s stock, valued at approximately $66,000. Other large investors […]
August 12, 2023
Mather Group LLC. decreased its position in Vanguard Intermediate-Term Bond ETF (NYSEARCA:BIV – Free Report) by 4.3% during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 70,083 shares of the company’s stock after selling 3,117 shares during the period. Mather Group LLC.’s […]
August 12, 2023
ING Groep NV grew its stake in Walmart Inc. (NYSE:WMT – Free Report) by 3.0% in the 1st quarter, HoldingsChannel reports. The institutional investor owned 253,381 shares of the retailer’s stock after buying an additional 7,417 shares during the period. ING Groep NV’s holdings in Walmart were worth $37,361,000 at the end of the most […]
August 12, 2023
Motco lowered its position in Walmart Inc. (NYSE:WMT – Free Report) by 1.2% during the 1st quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 59,703 shares of the retailer’s stock after selling 744 shares during the period. Motco’s holdings in Walmart were worth $8,803,000 […]
August 12, 2023
S&T Bank PA lowered its stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 7.6% in the 1st quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 21,898 shares of the exchange traded fund’s stock after selling 1,795 shares during the quarter. S&T […]
August 10, 2023
Stokes Family Office LLC decreased its holdings in International Business Machines Co. (NYSE:IBM – Free Report) by 20.1% in the 1st quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 6,392 shares of the technology company’s stock after selling 1,604 shares during the quarter. Stokes Family Office […]