Source Financial Advisors LLC lessened its stake in iShares 10-20 Year Treasury Bond ETF (NYSEARCA:TLH – Get Rating) by 5.1% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 14,236 shares of the company’s stock after selling 766 shares during the quarter. Source Financial Advisors […]
Threadgill Financial LLC bought a new position in iShares MSCI EAFE Value ETF (BATS:EFV – Get Rating) during the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The firm bought 12,296 shares of the company’s stock, valued at approximately $564,000. Several other hedge funds also recently bought and sold […]
Geneos Wealth Management Inc. lowered its position in shares of iShares MBS ETF (NASDAQ:MBB – Get Rating) by 2.4% during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 78,570 shares of the company’s stock after selling 1,903 shares during the period. Geneos Wealth Management Inc.’s […]
Sharkey Howes & Javer grew its stake in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Get Rating) by 45.0% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 473,908 shares of the company’s stock after purchasing an additional 147,118 shares during the […]
VitalStone Financial LLC acquired a new stake in Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Get Rating) during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm acquired 47,288 shares of the company’s stock, valued at approximately $3,560,000. Schwab US Dividend Equity ETF makes up about […]