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July 8, 2023
Asset Management One Co. Ltd. increased its holdings in shares of Walmart Inc. (NYSE:WMT – Free Report) by 0.3% in the first quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 847,318 shares of the retailer’s stock after purchasing an additional 2,438 shares during the quarter. Asset […]
July 7, 2023
Chatham Capital Group Inc. grew its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 34.3% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,567 shares of the company’s stock after buying an additional 400 […]
July 7, 2023
Duncker Streett & Co. Inc. cut its stake in shares of Invesco Ultra Short Duration ETF (NYSEARCA:GSY – Free Report) by 10.2% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 81,429 shares of the company’s stock after selling 9,226 shares during […]
July 6, 2023
Fifth Third Bancorp decreased its position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 4.9% during the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 2,707,210 shares of the exchange traded fund’s stock after selling 140,317 shares during the quarter. […]
July 6, 2023
My Personal CFO LLC raised its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 206.6% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 3,149 shares of the company’s stock after acquiring an additional 2,122 shares […]
July 6, 2023
Resonant Capital Advisors LLC raised its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 8.2% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 114,693 shares of the company’s stock after purchasing an additional […]
July 6, 2023
Rothschild Investment Corp IL cut its position in Walmart Inc. (NYSE:WMT – Free Report) by 3.8% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 27,635 shares of the retailer’s stock after selling 1,094 shares during the quarter. Rothschild Investment Corp IL’s holdings in Walmart […]
July 6, 2023
Strategic Wealth Partners Ltd. increased its position in shares of Walmart Inc. (NYSE:WMT – Free Report) by 4.4% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 38,653 shares of the retailer’s stock after acquiring an additional 1,641 shares during the quarter. Walmart comprises […]
July 6, 2023
Cyndeo Wealth Partners LLC boosted its position in shares of Walmart Inc. (NYSE:WMT – Free Report) by 1.1% in the 1st quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 6,515 shares of the retailer’s stock after acquiring an additional 69 shares during the period. Cyndeo Wealth […]
July 6, 2023
Willow Creek Wealth Management Inc. reduced its position in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 4.3% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 5,367 shares of the exchange traded fund’s stock after selling 239 […]