Page 3 - Libra Wealth News Today

Libra Wealth LLC decreased its stake in Vanguard Intermediate-Term Treasury Index ETF (NASDAQ:VGIT – Free Report) by 2.1% during the 1st quarter, according to the company in its most recent disclosure with the SEC. The firm owned 444,884 shares of the company’s stock after selling 9,509 shares during the period. Vanguard Intermediate-Term Treasury Index ETF […]

Libra Wealth LLC increased its holdings in Schwab Intermediate-Term U.S. Treasury ETF (NYSEARCA:SCHR – Free Report) by 0.5% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 271,717 shares of the company’s stock after acquiring an additional 1,273 shares […]

Libra Wealth LLC decreased its position in iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU – Free Report) by 4.0% during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 12,492 shares of the company’s stock after selling 527 shares during the quarter. […]

OLIO Financial Planning reduced its stake in shares of iShares ESG Aware MSCI EAFE ETF (NASDAQ:ESGD – Get Rating) by 4.6% during the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 19,725 shares of the company’s stock after selling 954 shares during […]

Mission Wealth Management LP raised its stake in iShares ESG Aware MSCI EAFE ETF (NASDAQ:ESGD – Get Rating) by 21.5% in the 1st quarter, according to its most recent disclosure with the SEC. The fund owned 238,873 shares of the company’s stock after purchasing an additional 42,281 shares during the quarter. iShares ESG Aware MSCI […]

IMPACTfolio LLC increased its holdings in shares of iShares ESG Aware MSCI EAFE ETF (NASDAQ:ESGD – Get Rating) by 13.8% during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 347,804 shares of the company’s stock after buying an additional 42,285 shares during […]

Milestone Investment Advisors LLC acquired a new stake in shares of Vanguard ESG US Stock ETF (BATS:ESGV – Get Rating) during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The firm acquired 9,676 shares of the company’s stock, valued at approximately $637,000. A number of other hedge funds […]

Shares of Avantis International Small Cap Value ETF (NYSEARCA:AVDV – Get Rating) saw unusually-high trading volume on Monday . Approximately 2,117,810 shares changed hands during mid-day trading, an increase of 648% from the previous session’s volume of 283,283 shares.The stock last traded at $57.89 and had previously closed at $58.07. Avantis International Small Cap Value […]

Benchmark Wealth Management LLC purchased a new position in Vanguard ESG US Stock ETF (BATS:ESGV – Get Rating) during the fourth quarter, HoldingsChannel reports. The fund purchased 7,803 shares of the company’s stock, valued at approximately $514,000. Vanguard ESG US Stock ETF accounts for approximately 0.4% of Benchmark Wealth Management LLC’s portfolio, making the stock […]

Neumann Capital Management LLC raised its position in shares of iShares ESG Aware MSCI EAFE ETF (NASDAQ:ESGD – Get Rating) by 10.0% in the fourth quarter, according to its most recent filing with the SEC. The firm owned 22,120 shares of the company’s stock after purchasing an additional 2,010 shares during the quarter. Neumann Capital […]