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June 27, 2023
City Holding Co. reduced its position in iShares Russell 1000 Value ETF (NYSEARCA:IWD – Get Rating) by 4.2% during the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 3,795 shares of the exchange traded fund’s stock after selling 168 shares during the quarter. City Holding […]
June 26, 2023
Galvin Gaustad & Stein LLC lifted its stake in shares of JPMorgan Municipal ETF (BATS:JMUB – Get Rating) by 15.3% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 58,618 shares of the company’s stock after buying an additional 7,789 shares during the period. Galvin […]
June 24, 2023
Nvest Financial LLC bought a new stake in iShares Russell 1000 Value ETF (NYSEARCA:IWD – Get Rating) in the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm bought 2,039 shares of the exchange traded fund’s stock, valued at approximately $311,000. A number of other institutional […]
June 23, 2023
Bond & Devick Financial Network Inc. acquired a new position in Alphabet Inc. (NASDAQ:GOOG – Get Rating) during the 1st quarter, according to its most recent filing with the SEC. The fund acquired 1,980 shares of the information services provider’s stock, valued at approximately $206,000. Other institutional investors and hedge funds have also made changes […]
June 22, 2023
Lion Street Advisors LLC purchased a new stake in shares of iShares Russell 1000 Value ETF (NYSEARCA:IWD – Get Rating) in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm purchased 5,234 shares of the exchange traded fund’s stock, valued at approximately $797,000. Other hedge funds and […]
June 21, 2023
Aries Wealth Management reduced its stake in iShares 3-7 Year Treasury Bond ETF (NASDAQ:IEI – Get Rating) by 3.1% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 2,975 shares of the company’s stock after selling 96 shares during the period. Aries […]
June 21, 2023
Bond & Devick Financial Network Inc. lifted its position in Stryker Co. (NYSE:SYK – Get Rating) by 25.9% in the 1st quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 2,186 shares of the medical technology company’s stock after acquiring an additional 450 shares during the period. Bond & […]
June 21, 2023
Osher Van de Voorde Investment Management reduced its holdings in shares of United Parcel Service, Inc. (NYSE:UPS – Get Rating) by 2.9% in the 1st quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 93,379 shares of the transportation company’s stock after selling 2,776 shares during […]
June 21, 2023
Bond & Devick Financial Network Inc. grew its stake in shares of Walmart Inc. (NYSE:WMT – Get Rating) by 12.1% in the first quarter, HoldingsChannel reports. The fund owned 1,847 shares of the retailer’s stock after buying an additional 200 shares during the quarter. Bond & Devick Financial Network Inc.’s holdings in Walmart were worth […]
June 21, 2023
Bond & Devick Financial Network Inc. acquired a new stake in shares of Adobe Inc. (NASDAQ:ADBE – Get Rating) during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm acquired 584 shares of the software company’s stock, valued at approximately $225,000. A number […]