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March 30, 2023
Market Street Wealth Management Advisors LLC trimmed its position in iShares Russell 1000 Value ETF (NYSEARCA:IWD – Get Rating) by 23.3% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 7,971 shares of the exchange traded fund’s stock after selling 2,419 shares during the […]
March 29, 2023
IShares MSCI Global Impact ETF (NASDAQ:SDG – Get Rating) was the target of a large growth in short interest in the month of March. As of March 15th, there was short interest totalling 58,600 shares, a growth of 176.4% from the February 28th total of 21,200 shares. Based on an average trading volume of 21,600 […]
March 29, 2023
Wealth Management Partners LLC lowered its position in CVS Health Co. (NYSE:CVS – Get Rating) by 20.0% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 4,000 shares of the pharmacy operator’s stock after selling 1,000 shares during the […]
March 29, 2023
Disciplined Investments LLC decreased its holdings in iShares Russell 1000 Value ETF (NYSEARCA:IWD – Get Rating) by 2.9% during the 4th quarter, according to its most recent disclosure with the SEC. The firm owned 57,308 shares of the exchange traded fund’s stock after selling 1,698 shares during the period. iShares Russell 1000 Value ETF makes […]
March 28, 2023
First United Bank & Trust trimmed its holdings in shares of Nuveen ESG Small-Cap ETF (BATS:NUSC – Get Rating) by 16.3% during the fourth quarter, Holdings Channel.com reports. The institutional investor owned 7,643 shares of the company’s stock after selling 1,485 shares during the quarter. First United Bank & Trust’s holdings in Nuveen ESG Small-Cap […]
March 28, 2023
Keudell Morrison Wealth Management acquired a new stake in shares of JPMorgan Municipal ETF (BATS:JMUB – Get Rating) during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 106,616 shares of the company’s stock, valued at approximately $5,298,000. JPMorgan Municipal ETF accounts for […]
March 27, 2023
Stanley Laman Group Ltd. cut its holdings in shares of Target Co. (NYSE:TGT – Get Rating) by 2.3% during the 4th quarter, Holdings Channel.com reports. The firm owned 19,090 shares of the retailer’s stock after selling 459 shares during the quarter. Stanley Laman Group Ltd.’s holdings in Target were worth $2,845,000 as of its most […]
March 27, 2023
Quent Capital LLC decreased its position in iShares MSCI USA ESG Select ETF (NYSEARCA:SUSA – Get Rating) by 0.4% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 92,596 shares of the company’s stock after selling 342 shares during the quarter. iShares […]
March 26, 2023
Curbstone Financial Management Corp lowered its position in shares of CVS Health Co. (NYSE:CVS – Get Rating) by 2.6% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 27,762 shares of the pharmacy operator’s stock after selling 750 shares during the period. […]
March 26, 2023
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