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June 9, 2024
Personal CFO Solutions LLC cut its holdings in shares of Innovator MSCI EAFE Power Buffer ETF – April (NYSEARCA:IAPR – Free Report) by 1.2% during the fourth quarter, Holdings Channel.com reports. The fund owned 412,922 shares of the company’s stock after selling 5,144 shares during the period. Innovator MSCI EAFE Power Buffer ETF – April […]
June 2, 2024
Shepherd Financial Partners LLC trimmed its holdings in iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY – Free Report) by 32.0% in the fourth quarter, Holdings Channel.com reports. The institutional investor owned 5,931 shares of the company’s stock after selling 2,793 shares during the quarter. Shepherd Financial Partners LLC’s holdings in iShares 1-3 Year Treasury Bond […]
May 20, 2024
CBIZ Investment Advisory Services LLC purchased a new stake in shares of iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY – Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 3,522 shares of the company’s stock, valued at […]
May 6, 2024
Spire Wealth Management lessened its holdings in shares of iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY – Free Report) by 5.3% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 61,471 shares of the company’s stock after selling 3,432 shares during […]
May 5, 2024
Blue Fin Capital Inc. grew its position in iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY – Free Report) by 2.0% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 24,009 shares of the company’s stock after purchasing an additional 465 shares during the […]
May 5, 2024
ARS Wealth Advisors Group LLC acquired a new stake in shares of iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY – Free Report) during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund acquired 5,720 shares of the company’s stock, valued at approximately $469,000. Other […]
May 3, 2024
MONECO Advisors LLC decreased its position in shares of iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY – Free Report) by 28.8% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 4,456 shares of the company’s stock after selling 1,803 shares during the quarter. […]
May 2, 2024
MONECO Advisors LLC grew its holdings in Invesco BulletShares 2027 Corporate Bond ETF (NASDAQ:BSCR – Free Report) by 61.9% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 41,006 shares of the company’s stock after acquiring an additional 15,671 shares during the period. MONECO […]
May 2, 2024
Wilbanks Smith & Thomas Asset Management LLC lifted its position in iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY – Free Report) by 11.8% in the fourth quarter, Holdings Channel.com reports. The firm owned 51,423 shares of the company’s stock after purchasing an additional 5,423 shares during the quarter. Wilbanks Smith & Thomas Asset Management LLC’s […]
May 1, 2024
Orion Capital Management LLC purchased a new position in shares of Innovator Laddered Fund of U.S. Equity Power Buffer ETFs (BATS:BUFF – Free Report) during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund purchased 4,946 shares of the company’s stock, valued at approximately […]