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July 13, 2023
Sunesis Advisors LLC grew its holdings in shares of iShares Core Total USD Bond Market ETF (NASDAQ:IUSB – Free Report) by 25.5% during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 18,075 shares of the company’s stock after buying an additional […]
July 13, 2023
DAVENPORT & Co LLC grew its stake in shares of Walmart Inc. (NYSE:WMT – Free Report) by 1.7% in the first quarter, Holdings Channel reports. The institutional investor owned 553,548 shares of the retailer’s stock after purchasing an additional 9,261 shares during the period. DAVENPORT & Co LLC’s holdings in Walmart were worth $81,425,000 as […]
July 12, 2023
Chicago Partners Investment Group LLC lifted its holdings in Walmart Inc. (NYSE:WMT – Free Report) by 8.5% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 9,876 shares of the retailer’s stock after purchasing an additional 772 shares during the period. […]
July 12, 2023
Echo45 Advisors LLC lowered its position in shares of Walmart Inc. (NYSE:WMT – Free Report) by 11.0% during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 1,953 shares of the retailer’s stock after selling 241 shares during the quarter. Echo45 Advisors LLC’s […]
July 12, 2023
Slow Capital Inc. reduced its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 17.6% during the 1st quarter, Holdings Channel.com reports. The institutional investor owned 2,269 shares of the company’s stock after selling 484 shares during the period. Slow Capital Inc.’s holdings in iShares Core S&P 500 ETF were […]
July 12, 2023
First National Trust Co trimmed its holdings in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 1.0% during the 1st quarter, Holdings Channel reports. The institutional investor owned 89,534 shares of the exchange traded fund’s stock after selling 904 shares during the period. First National Trust Co’s holdings in iShares Core […]
July 12, 2023
ZWJ Investment Counsel Inc. raised its holdings in shares of Walmart Inc. (NYSE:WMT – Free Report) by 7.3% during the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 4,737 shares of the retailer’s stock after acquiring an additional 323 shares during the quarter. ZWJ Investment […]
July 12, 2023
Provence Wealth Management Group lessened its stake in shares of iShares Core Total USD Bond Market ETF (NASDAQ:IUSB – Free Report) by 9.6% in the first quarter, Holdings Channel.com reports. The fund owned 105,120 shares of the company’s stock after selling 11,133 shares during the quarter. iShares Core Total USD Bond Market ETF comprises about […]
July 12, 2023
Caprock Group LLC boosted its position in Walmart Inc. (NYSE:WMT – Free Report) by 53.2% in the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 20,105 shares of the retailer’s stock after buying an additional 6,981 shares during the period. Caprock Group LLC’s holdings […]
July 11, 2023
James Investment Research Inc. decreased its position in shares of Walmart Inc. (NYSE:WMT – Free Report) by 1.4% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 78,181 shares of the retailer’s stock after selling 1,080 shares during the period. Walmart makes up 1.5% […]