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iShares 3-7 Year Treasury Bond ETF (NASDAQ:IEI) Shares Acquired by Stelac Advisory Services LLC

Stelac Advisory Services LLC lifted its stake in iShares 3-7 Year Treasury Bond ETF (NASDAQ:IEI – Free Report) by 55.5% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 2,382 shares of the company’s stock after purchasing an additional 850 shares during […]
Asset Management Element Wealth Camden National Bank Wealth Management Year Treasury Bond Fund Company Profile
Source: wkrb13.com

Regal Investment Advisors LLC Trims Stock Holdings in iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU)

Regal Investment Advisors LLC trimmed its holdings in shares of iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU – Free Report) by 27.2% in the third quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 41,184 shares of the company’s stock after selling 15,413 shares during the period. Regal […]
United States Investment Advisors Inc Regal Investment Advisors Flagship Harbor Advisors Shaughnessy Asset Management Element Wealth

Cardiff Park Advisors LLC Sells 3,434 Shares of iShares MSCI USA Min Vol Factor ETF (BATS:USMV)

Cardiff Park Advisors LLC lessened its holdings in shares of iShares MSCI USA Min Vol Factor ETF (BATS:USMV – Free Report) by 18.8% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 14,864 shares of the company’s stock after selling 3,434 shares during the […]
United States Eagle Bay Advisors Exchange Commission Stonebridge Capital Advisors Financial Freedom Element Wealth

Regal Investment Advisors LLC Sells 15,413 Shares of iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU)

Regal Investment Advisors LLC decreased its position in iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU – Free Report) by 27.2% in the 3rd quarter, HoldingsChannel.com reports. The fund owned 41,184 shares of the company’s stock after selling 15,413 shares during the quarter. Regal Investment Advisors LLC’s holdings in iShares ESG Aware MSCI USA ETF were […]
United States Regal Investment Advisors Flagship Harbor Advisors Investment Advisors Inc Shaughnessy Asset Management Element Wealth

iShares MSCI USA Min Vol Factor ETF (BATS:USMV) Shares Sold by Cardiff Park Advisors LLC

Cardiff Park Advisors LLC lowered its stake in shares of iShares MSCI USA Min Vol Factor ETF (BATS:USMV – Free Report) by 18.8% in the third quarter, Holdings Channel reports. The firm owned 14,864 shares of the company’s stock after selling 3,434 shares during the period. Cardiff Park Advisors LLC’s holdings in iShares MSCI USA […]
United States Element Wealth Financial Freedom Stonebridge Capital Advisors Cardiff Park Advisors Securities Exchange Commission
Source: wkrb13.com

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Meridian Wealth Advisors LLC Sells 10,831 Shares of iShares MSCI USA Min Vol Factor ETF (BATS:USMV)

Meridian Wealth Advisors LLC cut its stake in iShares MSCI USA Min Vol Factor ETF (BATS:USMV – Free Report) by 6.2% in the third quarter, Holdings Channel.com reports. The firm owned 164,513 shares of the company’s stock after selling 10,831 shares during the quarter. iShares MSCI USA Min Vol Factor ETF makes up approximately 3.0% […]
United States Financial Freedom Meridian Wealth Advisors Holdings Channel Element Wealth Stonebridge Capital Advisors

WCG Wealth Advisors LLC Boosts Stake in iShares MSCI USA Min Vol Factor ETF (BATS:USMV)

WCG Wealth Advisors LLC boosted its position in iShares MSCI USA Min Vol Factor ETF (BATS:USMV – Free Report) by 47.3% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 43,029 shares of the company’s stock after purchasing an additional 13,818 […]
United States Financial Freedom Stonebridge Capital Advisors Element Wealth Exchange Commission Wealth Advisors
Source: wkrb13.com

WealthPlan Investment Management LLC Takes $212,000 Position in First Trust NASDAQ Rising Dividend Achievers (NASDAQ:RDVY)

WealthPlan Investment Management LLC acquired a new position in First Trust NASDAQ Rising Dividend Achievers (NASDAQ:RDVY – Free Report) in the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor acquired 4,607 shares of the company’s stock, valued at approximately $212,000. A number of other hedge funds […]
Castleview Partners News Ratings For First Trust Securities Exchange Commission Quarter For First Trust Element Wealth Rising Dividend Achievers Company Profile

iShares MSCI Emerging Markets ETF (NYSEARCA:EEM) Shares Purchased by Mitsubishi UFJ Trust & Banking Corp

Mitsubishi UFJ Trust & Banking Corp lifted its stake in shares of iShares MSCI Emerging Markets ETF (NYSEARCA:EEM – Free Report) by 29.5% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 373,025 shares of the exchange traded fund’s stock after buying an additional […]
United States Wadegw Inc Element Wealth Index Fund The Sowell Financial Services Idaho Trust Bank

Headlands Technologies LLC Acquires New Position in iShares MSCI USA Min Vol Factor ETF (BATS:USMV)

Headlands Technologies LLC acquired a new stake in shares of iShares MSCI USA Min Vol Factor ETF (BATS:USMV – Free Report) in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor acquired 2,249 shares of the company’s stock, valued at approximately $163,000. A […]
United States Eagle Bay Advisors Stonebridge Capital Advisors Financial Freedom Headlands Technologies Element Wealth

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