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July 5, 2023
BOK Financial Private Wealth Inc. cut its holdings in iShares Core Total USD Bond Market ETF (NASDAQ:IUSB – Free Report) by 17.5% in the 1st quarter, HoldingsChannel.com reports. The fund owned 21,387 shares of the company’s stock after selling 4,537 shares during the period. BOK Financial Private Wealth Inc.’s holdings in iShares Core Total USD […]
July 5, 2023
Index Fund Advisors Inc. trimmed its position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 2.6% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 11,958 shares of the exchange traded fund’s stock after selling 313 shares during the quarter. […]
July 4, 2023
Daymark Wealth Partners LLC lifted its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 67.0% in the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 3,292 shares of the company’s stock after purchasing an additional 1,321 shares during the quarter. […]
July 4, 2023
Main Street Financial Solutions LLC raised its stake in Walmart Inc. (NYSE:WMT – Free Report) by 3.8% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 10,263 shares of the retailer’s stock after acquiring an additional 373 shares during the quarter. Main Street […]
July 4, 2023
HighMark Wealth Management LLC decreased its position in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 2.5% in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 79,415 shares of the exchange traded fund’s stock after selling 1,996 […]
July 4, 2023
Crescent Sterling Ltd. boosted its holdings in shares of Walmart Inc. (NYSE:WMT – Free Report) by 3.7% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 3,592 shares of the retailer’s stock after purchasing an additional 128 shares during the quarter. Crescent Sterling Ltd.’s holdings […]
July 3, 2023
Community Bank N.A. lowered its stake in shares of Invesco Ultra Short Duration ETF (NYSEARCA:GSY – Free Report) by 13.4% during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 5,631 shares of the company’s stock after selling 870 shares during the […]
July 3, 2023
Argus Investors Counsel Inc. raised its holdings in shares of Walmart Inc. (NYSE:WMT – Free Report) by 1.0% in the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 10,060 shares of the retailer’s stock after purchasing an additional 100 shares during the quarter. Argus […]
July 3, 2023
Kovack Advisors Inc. trimmed its position in shares of Walmart Inc. (NYSE:WMT – Free Report) by 2.3% during the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 14,681 shares of the retailer’s stock after selling 351 shares during the quarter. […]
July 3, 2023
Oak Harvest Investment Services lowered its stake in Walmart Inc. (NYSE:WMT – Free Report) by 5.5% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 54,639 shares of the retailer’s stock after selling 3,201 shares during the quarter. Walmart makes up 1.9% of […]