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April 23, 2024
1900 Wealth Management LLC increased its position in Invesco S&P 500 Quality ETF (NYSEARCA:SPHQ – Free Report) by 98.1% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 13,771 shares of the company’s stock after acquiring an additional 6,820 shares during the period. 1900 […]
April 23, 2024
California Public Employees Retirement System lifted its stake in shares of The Travelers Companies, Inc. (NYSE:TRV – Free Report) by 18.3% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 936,058 shares of the insurance provider’s stock after purchasing an additional 144,566 […]
April 23, 2024
New York State Common Retirement Fund decreased its position in shares of Mondelez International, Inc. (NASDAQ:MDLZ – Free Report) by 10.7% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 2,108,805 shares of the company’s stock after selling 251,631 […]
April 23, 2024
Masso Torrence Wealth Management Inc. boosted its stake in shares of Invesco BulletShares 2027 Corporate Bond ETF (NASDAQ:BSCR – Free Report) by 41.8% during the 4th quarter, Holdings Channel.com reports. The firm owned 54,872 shares of the company’s stock after acquiring an additional 16,186 shares during the period. Masso Torrence Wealth Management Inc.’s holdings in […]
April 23, 2024
Parkside Financial Bank & Trust increased its stake in iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS – Free Report) by 94.3% during the fourth quarter, according to its most recent filing with the SEC. The fund owned 3,560 shares of the company’s stock after buying an additional 1,728 shares during the quarter. Parkside Financial Bank & […]
April 23, 2024
Masso Torrence Wealth Management Inc. bought a new position in shares of Invesco BulletShares 2030 Corporate Bond ETF (NASDAQ:BSCU – Free Report) in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 39,593 shares of the company’s stock, valued at […]
April 23, 2024
Masso Torrence Wealth Management Inc. purchased a new stake in shares of Invesco BulletShares 2030 Corporate Bond ETF (NASDAQ:BSCU – Free Report) during the 4th quarter, Holdings Channel reports. The institutional investor purchased 39,593 shares of the company’s stock, valued at approximately $659,000. Other hedge funds also recently made changes to their positions in the […]
April 23, 2024
Ellenbecker Investment Group lifted its stake in shares of Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 8.5% during the fourth quarter, Holdings Channel reports. The firm owned 319,857 shares of the company’s stock after purchasing an additional 25,082 shares during the quarter. Vanguard FTSE Developed Markets ETF makes up approximately 3.5% of […]
April 23, 2024
Ellenbecker Investment Group raised its holdings in iShares Russell Mid-Cap ETF (NYSEARCA:IWR – Free Report) by 0.5% in the 4th quarter, Holdings Channel.com reports. The firm owned 26,450 shares of the company’s stock after acquiring an additional 141 shares during the period. iShares Russell Mid-Cap ETF makes up 0.5% of Ellenbecker Investment Group’s investment portfolio, […]
April 22, 2024
Capital Investment Advisory Services LLC raised its position in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 0.3% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 61,763 shares of the exchange traded fund’s stock after acquiring an […]