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February 21, 2024
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 […]
February 19, 2024
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 […]
February 19, 2024
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 […]
February 19, 2024
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 […]
February 19, 2024
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 […]
February 17, 2024
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% […]
February 16, 2024
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 […]
February 13, 2024
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 […]
February 13, 2024
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 […]
February 11, 2024
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 […]