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Vivaldi Capital Management LP Sells 1,047 Shares of iShares MSCI ACWI ETF (NASDAQ:ACWI)

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 […]
Income Strategies Maytech Global Investments Principal Securities Inc Exchange Commission Southstate Corp Joseph Group Capital Management

Elevate Wealth Advisory Inc. Purchases Shares of 7,789 iShares Floating Rate Bond ETF (BATS:FLOT)

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 […]
Farmers Merchants Trust Co Securities Exchange Commission Solutions Inc Elevate Wealth Advisory Inc Capital Advisors Inc Southstate Corp

Retirement Capital Strategies Takes $1.56 Million Position in iShares 7-10 Year Treasury Bond ETF (NASDAQ:IEF)

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 […]
United States Southstate Corp Securities Exchange Commission Goalvest Advisory Islay Capital Management Nemes Rush Group

iShares Treasury Floating Rate Bond ETF (NYSEARCA:TFLO) Shares Purchased by VitalStone Financial LLC

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 […]
United Kingdom General United Kingdom Vitalstone Financial Star Investment Management Corp Atticus Wealth Management Third Bancorp

Wealth Quarterback LLC Trims Stock Position in iShares 7-10 Year Treasury Bond ETF (NASDAQ:IEF)

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 […]
United States Wealth Quarterback Goalvest Advisory Family Office Exchange Commission Islay Capital Management

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Cibc World Markets Corp Purchases New Shares in iShares MSCI ACWI ETF (NASDAQ:ACWI)

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 […]
Income Strategies Southstate Corp Securities Exchange Commission Cibc World Markets Corp Joseph Group Capital Management Maytech Global Investments

Angeles Investment Advisors LLC Lowers Stock Holdings in iShares MSCI ACWI ETF (NASDAQ:ACWI)

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 […]
Joseph Group Capital Management Southstate Corp Exchange Commission Angeles Investment Advisors Company Profile Income Strategies
Source: wkrb13.com

Per Stirling Capital Management LLC. Purchases New Shares in Vanguard Mortgage-Backed Securities ETF (NASDAQ:VMBS)

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 […]
Sugarloaf Wealth Management Southstate Corp Bradley Co Addison Advisors Wealth Management Company Profile

Bell Asset Management Ltd Grows Stock Holdings in The Kroger Co. (NYSE:KR)

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, […]
United States Valeriel Jabbar Kennethc Kimball Telsey Advisory Group Visionpoint Advisory Group Holdings Channel

Belpointe Asset Management LLC Acquires 1,369 Shares of iShares 7-10 Year Treasury Bond ETF (NASDAQ:IEF)

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 […]
United States Securities Exchange Commission Belpointe Asset Management Family Office Islay Capital Management Goalvest Advisory

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