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September 20, 2023
RTD Financial Advisors Inc. boosted its holdings in shares of iShares MSCI EAFE ETF (NYSEARCA:EFA – Free Report) by 30.1% in the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 7,644 shares of the exchange traded fund’s stock after purchasing an additional 1,767 shares […]
September 19, 2023
Independent Wealth Network Inc. reduced its position in shares of iShares MSCI Global Multifactor ETF (NYSEARCA:ACWF – Free Report) by 4.2% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 12,752 shares of the company’s stock after selling 557 shares during the […]
September 19, 2023
Independent Wealth Network Inc. grew its holdings in iShares New York Muni Bond ETF (NYSEARCA:NYF – Free Report) by 4.7% in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 10,520 shares of the company’s stock after acquiring an additional 476 shares during the quarter. Independent […]
September 19, 2023
Independent Wealth Network Inc. trimmed its position in iShares Biotechnology ETF (NASDAQ:IBB – Free Report) by 5.5% in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 3,249 shares of the financial services provider’s stock after selling 190 shares during the period. Independent Wealth Network […]
September 19, 2023
Independent Wealth Network Inc. grew its stake in shares of SPDR Gold Shares (NYSEARCA:GLD – Free Report) by 46.9% in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 8,009 shares of the exchange traded fund’s stock after acquiring an additional 2,556 […]
September 19, 2023
Independent Wealth Network Inc. grew its stake in shares of SPDR Gold Shares (NYSEARCA:GLD – Free Report) by 46.9% during the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 8,009 shares of the exchange traded fund’s stock after buying an additional […]
September 19, 2023
DMC Group LLC grew its stake in Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO – Free Report) by 3.2% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 30,562 shares of the company’s stock after acquiring an additional 946 shares during the quarter. Schwab Short-Term […]
September 19, 2023
Independent Wealth Network Inc. raised its position in shares of iShares MSCI USA Min Vol Factor ETF (BATS:USMV – Free Report) by 7.0% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 4,835 shares of the company’s stock after purchasing […]
September 19, 2023
Independent Wealth Network Inc. lowered its stake in shares of Vanguard Total Bond Market ETF (NASDAQ:BND – Free Report) by 8.2% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 15,488 shares of the company’s stock after selling 1,375 […]
September 19, 2023
Independent Wealth Network Inc. boosted its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 4.4% during the second quarter, HoldingsChannel.com reports. The firm owned 1,815 shares of the company’s stock after acquiring an additional 77 shares during the period. Independent Wealth Network Inc.’s holdings in iShares Core S&P 500 […]