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June 12, 2024
Vivaldi Capital Management LP lowered its holdings in shares of iShares MSCI ACWI ETF (NASDAQ:ACWI – Free Report) by 2.8% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 36,036 shares of the company’s stock after selling 1,047 shares during the quarter. iShares MSCI […]
June 11, 2024
Elevate Wealth Advisory Inc. purchased a new stake in iShares Floating Rate Bond ETF (BATS:FLOT – Free Report) during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor purchased 7,789 shares of the company’s stock, valued at approximately $394,000. Other institutional investors and […]
June 10, 2024
Retirement Capital Strategies acquired a new stake in shares of iShares 7-10 Year Treasury Bond ETF (NASDAQ:IEF – Free Report) during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The firm acquired 16,137 shares of the exchange traded fund’s stock, valued at approximately $1,555,000. iShares 7-10 Year Treasury […]
June 10, 2024
VitalStone Financial LLC grew its holdings in iShares Treasury Floating Rate Bond ETF (NYSEARCA:TFLO – Free Report) by 79.8% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 7,607 shares of the company’s stock after purchasing an additional 3,377 shares during […]
June 8, 2024
Wealth Quarterback LLC decreased its position in iShares 7-10 Year Treasury Bond ETF (NASDAQ:IEF – Free Report) by 9.7% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 2,650 shares of the exchange traded fund’s stock after selling 284 shares […]
June 7, 2024
Cibc World Markets Corp purchased a new stake in shares of iShares MSCI ACWI ETF (NASDAQ:ACWI – Free Report) during the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm purchased 3,500,000 shares of the company’s stock, valued at approximately $356,195,000. iShares MSCI ACWI ETF makes […]
June 7, 2024
Angeles Investment Advisors LLC lessened its holdings in iShares MSCI ACWI ETF (NASDAQ:ACWI – Free Report) by 4.6% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 13,000 shares of the company’s stock after selling 628 shares during the quarter. Angeles Investment Advisors LLC’s […]
June 6, 2024
Per Stirling Capital Management LLC. purchased a new stake in shares of Vanguard Mortgage-Backed Securities ETF (NASDAQ:VMBS – Free Report) during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund purchased 4,358 shares of the exchange traded fund’s stock, valued at approximately $202,000. Other hedge funds […]
June 5, 2024
Bell Asset Management Ltd increased its stake in shares of The Kroger Co. (NYSE:KR – Free Report) by 15.1% during the fourth quarter, Holdings Channel reports. The institutional investor owned 212,510 shares of the company’s stock after acquiring an additional 27,836 shares during the period. Kroger comprises about 1.5% of Bell Asset Management Ltd’s portfolio, […]
June 4, 2024
Belpointe Asset Management LLC grew its holdings in shares of iShares 7-10 Year Treasury Bond ETF (NASDAQ:IEF – Free Report) by 5.2% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 27,863 shares of the exchange traded fund’s stock after purchasing an additional 1,369 shares […]