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December 20, 2023
Bond & Devick Financial Network Inc. raised its stake in shares of iShares ESG Aware MSCI EAFE ETF (NASDAQ:ESGD – Free Report) by 0.8% in the third quarter, according to its most recent 13F filing with the SEC. The fund owned 101,025 shares of the company’s stock after purchasing an additional 757 shares during the […]
December 20, 2023
Bond & Devick Financial Network Inc. lessened its holdings in JPMorgan Core Plus Bond ETF (BATS:JCPB – Free Report) by 38.2% in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 134,311 shares of the company’s stock after selling 83,136 shares during the quarter. […]
December 20, 2023
Bond & Devick Financial Network Inc. boosted its position in Xcel Energy Inc. (NASDAQ:XEL – Free Report) by 7.4% in the third quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 16,730 shares of the company’s stock after purchasing an additional 1,156 shares during the quarter. Bond & […]
December 20, 2023
Bond & Devick Financial Network Inc. trimmed its position in CVS Health Co. (NYSE:CVS – Free Report) by 3.2% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 10,401 shares of the pharmacy operator’s stock after selling 344 shares during the quarter. Bond & […]
December 20, 2023
Bond & Devick Financial Network Inc. acquired a new position in shares of AT&T Inc. (NYSE:T – Free Report) during the third quarter, according to the company in its most recent disclosure with the SEC. The firm acquired 12,717 shares of the technology company’s stock, valued at approximately $191,000. A number of other hedge funds […]
December 19, 2023
McLean Asset Management Corp lifted its holdings in iShares Russell 2000 ETF (NYSEARCA:IWM – Free Report) by 0.7% during the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 50,118 shares of the exchange traded fund’s stock after buying an additional 361 shares during the […]
December 19, 2023
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December 18, 2023
Abacus Planning Group Inc. lessened its holdings in iShares Russell 2000 ETF (NYSEARCA:IWM – Free Report) by 2.9% in the 3rd quarter, Holdings Channel.com reports. The fund owned 12,422 shares of the exchange traded fund’s stock after selling 366 shares during the period. Abacus Planning Group Inc.’s holdings in iShares Russell 2000 ETF were worth […]
December 17, 2023
Acorn Financial Advisory Services Inc. ADV cut its holdings in shares of iShares Russell 2000 ETF (NYSEARCA:IWM – Free Report) by 2.2% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 10,833 shares of the exchange traded fund’s stock after […]
December 17, 2023
Jvl associates llc grew its holdings in iShares Russell 2000 ETF (NYSEARCA:IWM – Free Report) by 5.7% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The fund owned 7,433 shares of the exchange traded fund’s stock after purchasing an additional 400 shares during the quarter. iShares Russell […]