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January 5, 2024
Apexium Financial LP trimmed its position in iShares MSCI USA Min Vol Factor ETF (BATS:USMV – Free Report) by 0.3% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 67,807 shares of the company’s stock after selling 220 shares during the quarter. […]
January 5, 2024
Apexium Financial LP decreased its holdings in iShares MSCI USA Min Vol Factor ETF (BATS:USMV – Free Report) by 0.3% in the third quarter, Holdings Channel.com reports. The institutional investor owned 67,807 shares of the company’s stock after selling 220 shares during the period. Apexium Financial LP’s holdings in iShares MSCI USA Min Vol Factor […]
January 5, 2024
Rovin Capital UT ADV grew its holdings in iShares MSCI Intl Quality Factor ETF (NYSEARCA:IQLT – Free Report) by 6.6% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 13,898 shares of the company’s stock after acquiring an additional 859 shares during the […]
January 4, 2024
Snider Financial Group grew its position in iShares MSCI USA Min Vol Factor ETF (BATS:USMV – Free Report) by 2.4% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 78,741 shares of the company’s stock after acquiring an additional 1,808 shares during the quarter. iShares […]
January 4, 2024
Wealth Management Resources Inc. increased its holdings in iShares MSCI USA Min Vol Factor ETF (BATS:USMV – Free Report) by 6.5% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 139,700 shares of the company’s stock after acquiring an additional 8,491 shares during […]
January 3, 2024
Defined Wealth Management LLC boosted its stake in iShares MSCI USA Min Vol Factor ETF (BATS:USMV – Free Report) by 1.9% during the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 35,237 shares of the company’s stock after acquiring an additional 657 shares during the […]
January 2, 2024
Crescent Sterling Ltd. acquired a new stake in iShares MSCI Intl Quality Factor ETF (NYSEARCA:IQLT – Free Report) in the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor acquired 9,177 shares of the company’s stock, valued at approximately $308,000. A number of other […]
January 2, 2024
Stratos Wealth Partners LTD. decreased its holdings in iShares MSCI USA Min Vol Factor ETF (BATS:USMV – Free Report) by 16.7% in the third quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 383,654 shares of the company’s stock after selling 76,940 shares during the quarter. […]
January 1, 2024
Johnson Financial Group Inc. boosted its position in shares of iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY – Free Report) by 24.4% during the 4th quarter, HoldingsChannel reports. The firm owned 9,700 shares of the company’s stock after buying an additional 1,900 shares during the period. Johnson Financial Group Inc.’s holdings in iShares 1-3 Year […]
January 1, 2024
Linscomb & Williams Inc. decreased its stake in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 6.8% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 4,273 shares of the company’s stock after selling 312 shares during the period. […]