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June 25, 2023
Transform Wealth LLC boosted its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) by 29.0% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 207,588 shares of the company’s stock after acquiring an additional 46,699 shares during […]
June 25, 2023
Transform Wealth LLC increased its stake in shares of Adobe Inc. (NASDAQ:ADBE – Get Rating) by 3.7% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 22,027 shares of the software company’s stock after purchasing an additional 787 shares during the period. Transform […]
June 19, 2023
Avaii Wealth Management LLC purchased a new stake in shares of Shiller CAPE U.S. Equities ETF (NYSEARCA:CAPE – Get Rating) in the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor purchased 10,251 shares of the company’s stock, valued at approximately $232,000. Avaii Wealth Management […]
June 4, 2023
Heritage Wealth Management LLC raised its stake in shares of Intuitive Surgical, Inc. (NASDAQ:ISRG – Get Rating) by 100.0% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 2,190 shares of the medical equipment provider’s stock after purchasing an […]
June 3, 2023
Intuitive Surgical, Inc. (NASDAQ:ISRG – Get Rating) – Equities researchers at Zacks Research increased their FY2023 earnings per share estimates for shares of Intuitive Surgical in a report released on Tuesday, May 30th. Zacks Research analyst D. Dey now expects that the medical equipment provider will earn $4.27 per share for the year, up from […]
June 1, 2023
Bellwether Advisors LLC boosted its position in Intuitive Surgical, Inc. (NASDAQ:ISRG – Get Rating) by 11,927.6% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 6,976 shares of the medical equipment provider’s stock after purchasing an additional 6,918 shares during the […]
May 28, 2023
Continuum Advisory LLC boosted its holdings in shares of JPMorgan Municipal ETF (BATS:JMUB – Get Rating) by 7.7% in the fourth quarter, Holdings Channel.com reports. The fund owned 4,872 shares of the company’s stock after acquiring an additional 347 shares during the quarter. Continuum Advisory LLC’s holdings in JPMorgan Municipal ETF were worth $242,000 at […]
May 20, 2023
Mitsubishi UFJ Trust & Banking Corp grew its stake in Intuitive Surgical, Inc. (NASDAQ:ISRG – Get Rating) by 6.7% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 381,385 shares of the medical equipment provider’s stock after buying an additional 23,793 shares […]
April 24, 2023
Auxano Advisors LLC trimmed its position in JPMorgan Ultra-Short Municipal ETF (BATS:JMST – Get Rating) by 5.7% in the fourth quarter, Holdings Channel.com reports. The institutional investor owned 319,658 shares of the company’s stock after selling 19,434 shares during the period. JPMorgan Ultra-Short Municipal ETF makes up about 7.3% of Auxano Advisors LLC’s holdings, making […]
April 17, 2023
Kathleen S. Wright Associates Inc. boosted its stake in JPMorgan Ultra-Short Municipal ETF (BATS:JMST – Get Rating) by 21.7% during the fourth quarter, according to the company in its most recent filing with the SEC. The fund owned 49,304 shares of the company’s stock after buying an additional 8,781 shares during the period. JPMorgan Ultra-Short […]