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Shell plc (NYSE:SHEL) Shares Sold by Element Wealth LLC

Element Wealth LLC lowered its position in Shell plc (NYSE:SHEL – Free Report) by 7.0% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 6,227 shares of the energy company’s stock after selling 470 shares during the period. Element Wealth LLC’s holdings in Shell were […]
United States Jennison Associates Capital Investment Advisory Services Wealth Partners Element Wealth Planning Inc

iShares 3-7 Year Treasury Bond ETF (NASDAQ:IEI) Shares Bought by Regatta Capital Group LLC

Regatta Capital Group LLC raised its stake in shares of iShares 3-7 Year Treasury Bond ETF (NASDAQ:IEI – Free Report) by 2.3% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 15,386 shares of the company’s stock after purchasing […]
Wealth Management Element Wealth Year Treasury Bond Fund Asset Management Sorce Advisory Securities Exchange Commission
Source: wkrb13.com

Fidelity Dividend ETF for Rising Rates (NYSEARCA:FDRR) Sets New 12-Month High at $46.50

Shares of Fidelity Dividend ETF for Rising Rates (NYSEARCA:FDRR – Get Free Report) reached a new 52-week high during trading on Thursday . The company traded as high as $46.50 and last traded at $46.50, with a volume of 950 shares traded. The stock had previously closed at $46.32. Fidelity Dividend ETF for Rising Rates […]
Element Wealth Envestnet Asset Management Inc Rising Rates Company Profile Stonebridge Financial Planning Group Kestra Advisory Services Fidelity Dividend

Fidelity Dividend ETF for Rising Rates (NYSEARCA:FDRR) Reaches New 12-Month High at $46.50

Fidelity Dividend ETF for Rising Rates (NYSEARCA:FDRR – Get Free Report)’s share price hit a new 52-week high on Thursday . The stock traded as high as $46.50 and last traded at $46.50, with a volume of 950 shares trading hands. The stock had previously closed at $46.32. Fidelity Dividend ETF for Rising Rates Stock […]
Silver Oak Securities Incorporated Wells Fargo Company Money Concepts Capital Corp Cetera Advisors Element Wealth Fidelity Dividend

Richard Bernstein Advisors LLC Sells 584,997 Shares of iShares MSCI Intl Quality Factor ETF (NYSEARCA:IQLT)

Richard Bernstein Advisors LLC trimmed its position in iShares MSCI Intl Quality Factor ETF (NYSEARCA:IQLT – Free Report) by 11.6% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 4,455,037 shares of the company’s stock after selling 584,997 shares during the period. iShares MSCI […]
United States Richard Bernstein Advisors Atria Investments Inc Wells Financial Advisors Company Profile Exchange Commission
Source: wkrb13.com

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iShares MSCI USA Min Vol Factor ETF (BATS:USMV) Shares Sold by Brown Wealth Management LLC

Brown Wealth Management LLC cut its holdings in shares of iShares MSCI USA Min Vol Factor ETF (BATS:USMV – Free Report) by 46.0% during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 50,114 shares of the company’s stock after selling 42,620 […]
United States Castleview Partners Capital Advisors Corp Archer Investment Corp Securities Exchange Commission Atlas Brown Inc

Mariner LLC Boosts Stock Holdings in iShares MSCI Intl Momentum Factor ETF (NYSEARCA:IMTM)

Mariner LLC lifted its holdings in iShares MSCI Intl Momentum Factor ETF (NYSEARCA:IMTM – Free Report) by 9.4% during the third quarter, HoldingsChannel reports. The institutional investor owned 261,277 shares of the company’s stock after purchasing an additional 22,488 shares during the period. Mariner LLC’s holdings in iShares MSCI Intl Momentum Factor ETF were worth […]
United States Element Wealth Hightower Advisors Vestmark Advisory Solutions Inc Morganrosel Wealth Management Bell Investment Advisors Inc

iShares MSCI USA Min Vol Factor ETF (BATS:USMV) Shares Sold by Bay Colony Advisory Group Inc d b a Bay Colony Advisors

Bay Colony Advisory Group Inc d b a Bay Colony Advisors decreased its position in iShares MSCI USA Min Vol Factor ETF (BATS:USMV – Free Report) by 29.5% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 11,636 shares of […]
United States Bay Colony Advisory Group Inc Eagle Bay Advisors Stonebridge Capital Advisors Financial Freedom Element Wealth
Source: wkrb13.com

Northern Trust Corp Purchases 152,203 Shares of iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU)

Northern Trust Corp increased its stake in shares of iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU – Free Report) by 3.5% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 4,560,992 shares of the company’s stock after acquiring an additional 152,203 shares […]
United States Investment Advisors Inc Company Profile Shaughnessy Asset Management Northern Trust Corp Element Wealth

Personal CFO Solutions LLC Raises Stake in iShares MSCI Intl Quality Factor ETF (NYSEARCA:IQLT)

Personal CFO Solutions LLC raised its stake in shares of iShares MSCI Intl Quality Factor ETF (NYSEARCA:IQLT – Free Report) by 56.0% in the 3rd quarter, according to its most recent disclosure with the SEC. The firm owned 55,918 shares of the company’s stock after purchasing an additional 20,079 shares during the period. Personal CFO […]
United States Fortis Capital Advisors Sunbelt Securities Inc Asset Dedication Element Wealth Quality Factor

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