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iShares Select Dividend ETF (NASDAQ:DVY) Shares Purchased by Sageworth Trust Co

Sageworth Trust Co raised its stake in iShares Select Dividend ETF (NASDAQ:DVY – Get Rating) by 14.4% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 253,944 shares of the company’s stock after purchasing an additional 31,879 shares during the quarter. […]
Dow Jones Almanack Investment Partners Sageworth Trust Co Securities Exchange Commission Ten Capital Wealth Advisors Northern Oak Wealth Management Inc

Fusion Family Wealth LLC Sells 550 Shares of Vanguard Mega Cap Value ETF (NYSEARCA:MGV)

Fusion Family Wealth LLC cut its holdings in Vanguard Mega Cap Value ETF (NYSEARCA:MGV – Get Rating) by 14.3% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 3,290 shares of the company’s stock after selling 550 shares during the quarter. Fusion Family […]
United States Fusion Family Wealth Bartlett Co First Command Bank Morgan Stanley Capital International Msci Us Large Exchange Commission

Exxon Mobil Co. (NYSE:XOM) Shares Sold by Hartford Investment Management Co.

Hartford Investment Management Co. cut its stake in shares of Exxon Mobil Co. (NYSE:XOM – Get Rating) by 1.3% in the fourth quarter, according to its most recent disclosure with the SEC. The firm owned 418,537 shares of the oil and gas company’s stock after selling 5,516 shares during the period. Exxon Mobil comprises about […]
Piper Sandler Darrinl Talley Sterling Investment Counsel Wells Fargo Company Exxon Mobil Exxon Mobil Corp

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Fragasso Group Inc. Buys 345,628 Shares of iShares Core Total USD Bond Market ETF (NASDAQ:IUSB)

Fragasso Group Inc. increased its stake in shares of iShares Core Total USD Bond Market ETF (NASDAQ:IUSB – Get Rating) by 6,707.3% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 350,781 shares of the company’s stock after buying an additional 345,628 […]
Fragasso Group Inc Morris Financial Concepts Inc Company Profile Ae Wealth Management Fifth Third Bancorp Third Bancorp

Clear Creek Financial Management LLC Buys 994 Shares of Vanguard Real Estate ETF (NYSEARCA:VNQ)

Clear Creek Financial Management LLC grew its stake in Vanguard Real Estate ETF (NYSEARCA:VNQ – Get Rating) by 22.4% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 5,438 shares of the exchange traded fund’s stock after purchasing an additional 994 shares […]
First Command Bank Penserra Capital Management Vanguard Group Inc Congress Wealth Management Exchange Commission Clear Creek Financial Management

MUFG Securities EMEA plc Makes New Investment in Alaska Air Group, Inc. (NYSE:ALK)

MUFG Securities EMEA plc bought a new position in Alaska Air Group, Inc. (NYSE:ALK – Get Rating) during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor bought 35,000 shares of the transportation company’s stock, valued at approximately $1,503,000. Several other hedge funds also recently bought […]
Costa Rica Eagle Bay United States Andreal Schneider J Kenneth Thompson Morgan Stanley

iShares MSCI ACWI ETF (NASDAQ:ACWI) is Sargent Bickham Lagudis LLC's 9th Largest Position

Sargent Bickham Lagudis LLC boosted its stake in iShares MSCI ACWI ETF (NASDAQ:ACWI – Get Rating) by 27.4% in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 271,957 shares of the company’s stock after purchasing an additional 58,512 shares during the […]
Securities Exchange Commission Wipfli Financial Advisors Mill Capital Management Baystate Wealth Management First Command Bank Sargent Bickham Lagudis
Source: wkrb13.com

DAVENPORT & Co LLC Boosts Holdings in U.S. Bancorp (NYSE:USB)

DAVENPORT & Co LLC lifted its stake in U.S. Bancorp (NYSE:USB – Get Rating) by 9.4% in the 4th quarter, HoldingsChannel reports. The firm owned 145,471 shares of the financial services provider’s stock after buying an additional 12,524 shares during the quarter. DAVENPORT & Co LLC’s holdings in U.S. Bancorp were worth $6,344,000 at the […]
Piper Sandler Goldman Sachs Group Us Bancorp Deutsche Bank Aktiengesellschaft Waldron Private Wealth Us Bancorp Company Profile

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