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June 15, 2024
Madison Wealth Partners Inc purchased a new stake in shares of iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS – Free Report) in the 4th quarter, HoldingsChannel.com reports. The firm purchased 1,800 shares of the company’s stock, valued at approximately $209,000. Other institutional investors also recently bought and sold shares of the company. Mitchell Sinkler & Starr […]
June 15, 2024
Covenant Partners LLC increased its stake in shares of iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS – Free Report) by 0.7% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 202,943 shares of the company’s stock after purchasing an additional 1,349 shares during the […]
June 13, 2024
Concentric Wealth Management LLC lessened its holdings in shares of FedEx Co. (NYSE:FDX – Free Report) by 0.2% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 23,178 shares of the shipping service provider’s stock after selling 45 shares during the period. FedEx […]
June 13, 2024
Freedom Investment Management Inc. lessened its holdings in shares of iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS – Free Report) by 3.6% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 21,528 shares of the company’s stock after selling 795 shares during the quarter. Freedom […]
June 12, 2024
True Wealth Design LLC acquired a new stake in shares of Essent Group Ltd. (NYSE:ESNT – Free Report) in the fourth quarter, according to the company in its most recent filing with the SEC. The firm acquired 15,871 shares of the financial services provider’s stock, valued at approximately $837,000. Several other large investors also recently […]
June 11, 2024
Mmbg Investment Advisors CO. reduced its position in FedEx Co. (NYSE:FDX – Free Report) by 0.5% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 31,253 shares of the shipping service provider’s stock after selling 161 shares during the quarter. FedEx […]
June 10, 2024
HGI Capital Management LLC lifted its stake in shares of CBRE Group, Inc. (NYSE:CBRE – Free Report) by 71.1% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 56,313 shares of the financial services provider’s stock after acquiring an additional 23,402 shares […]
June 9, 2024
XML Financial LLC raised its position in iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS – Free Report) by 7.6% during the fourth quarter, Holdings Channel reports. The institutional investor owned 90,343 shares of the company’s stock after buying an additional 6,399 shares during the quarter. iShares Russell Mid-Cap Value ETF makes up about 1.1% of XML […]
June 8, 2024
Security National Bank purchased a new stake in FedEx Co. (NYSE:FDX – Free Report) in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor purchased 175 shares of the shipping service provider’s stock, valued at approximately $44,000. Several other large investors have also recently modified […]
June 8, 2024
Seven Eight Capital LP boosted its position in Reliance, Inc. (NYSE:RS – Free Report) by 126.2% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 7,875 shares of the industrial products company’s stock after purchasing an additional 4,393 shares during the quarter. Seven Eight Capital […]