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February 13, 2024
Valley Wealth Managers Inc. lessened its holdings in iShares iBonds Dec 2024 Term Corporate ETF (NYSEARCA:IBDP – Free Report) by 5.3% during the third quarter, according to its most recent disclosure with the SEC. The institutional investor owned 79,118 shares of the company’s stock after selling 4,386 shares during the period. Valley Wealth Managers Inc. […]
February 13, 2024
Valley Wealth Managers Inc. reduced its stake in shares of Prudential Financial, Inc. (NYSE:PRU – Free Report) by 3.1% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 40,402 shares of the financial services provider’s stock after selling 1,300 shares during the period. […]
February 13, 2024
Valley Wealth Managers Inc. cut its stake in LyondellBasell Industries (NYSE:LYB – Free Report) by 3.4% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 36,111 shares of the specialty chemicals company’s stock after selling 1,281 shares during the quarter. Valley Wealth Managers […]
February 13, 2024
Valley Wealth Managers Inc. decreased its holdings in QUALCOMM Incorporated (NASDAQ:QCOM – Free Report) by 1.2% in the third quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 33,414 shares of the wireless technology company’s stock after selling 402 shares during the quarter. Valley Wealth Managers […]
February 13, 2024
Valley Wealth Managers Inc. raised its stake in Vanguard Short-Term Bond ETF (NYSEARCA:BSV – Free Report) by 2,076.7% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 25,250 shares of the company’s stock after purchasing an additional 24,090 shares during the period. […]
February 13, 2024
Valley Wealth Managers Inc. acquired a new stake in iShares Core MSCI Pacific ETF (NYSEARCA:IPAC – Free Report) during the third quarter, according to its most recent disclosure with the SEC. The institutional investor acquired 68,529 shares of the company’s stock, valued at approximately $3,810,000. Valley Wealth Managers Inc. owned about 0.23% of iShares Core […]
February 13, 2024
Valley Wealth Managers Inc. trimmed its holdings in Amdocs Limited (NASDAQ:DOX – Free Report) by 2.5% during the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 45,466 shares of the technology company’s stock after selling 1,187 shares during the quarter. Valley Wealth Managers Inc.’s […]
February 13, 2024
Valley Wealth Managers Inc. decreased its position in shares of Kinder Morgan, Inc. (NYSE:KMI – Free Report) by 2.6% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 215,592 shares of the pipeline company’s stock after selling 5,850 shares during the […]
February 13, 2024
Valley Wealth Managers Inc. trimmed its holdings in shares of Kinder Morgan, Inc. (NYSE:KMI – Free Report) by 2.6% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 215,592 shares of the pipeline company’s stock after selling 5,850 shares during the period. Valley Wealth Managers […]
February 13, 2024
Valley Wealth Managers Inc. lessened its stake in iShares iBonds Dec 2025 Term Corporate ETF (NYSEARCA:IBDQ – Free Report) by 4.0% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 87,409 shares of the company’s stock after selling 3,641 shares […]