Page 8 - Xml Financial News Today

XML Financial LLC boosted its holdings in shares of Rockwell Automation, Inc. (NYSE:ROK – Free Report) by 2.7% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,549 shares of the industrial products company’s stock after buying an additional 40 shares […]

XML Financial LLC trimmed its position in iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS – Free Report) by 1.9% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 83,944 shares of the company’s stock after selling 1,608 shares during the […]

XML Financial LLC bought a new position in Innovator Premium Income 40 Barrier ETF – April (BATS:APRQ – Free Report) in the third quarter, according to the company in its most recent disclosure with the SEC. The institutional investor bought 271,346 shares of the company’s stock, valued at approximately $6,643,000. XML Financial LLC owned approximately […]

XML Financial LLC lifted its holdings in shares of iShares Russell 2000 Growth ETF (NYSEARCA:IWO – Free Report) by 1.0% in the third quarter, Holdings Channel.com reports. The fund owned 17,259 shares of the exchange traded fund’s stock after purchasing an additional 175 shares during the period. XML Financial LLC’s holdings in iShares Russell 2000 […]

XML Financial LLC purchased a new stake in Target Co. (NYSE:TGT – Free Report) in the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor purchased 2,494 shares of the retailer’s stock, valued at approximately $276,000. Other large investors have also made changes to their positions […]

XML Financial LLC lifted its position in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Free Report) by 14.2% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 357,365 shares of the company’s stock after purchasing an additional 44,569 shares during the […]

XML Financial LLC decreased its holdings in Bank of America Co. (NYSE:BAC) by 2.6% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 316,297 shares of the financial services provider’s stock after selling 8,423 shares during the period. Bank of America makes […]

XML Financial LLC raised its stake in Bristol-Myers Squibb (NYSE:BMY – Free Report) by 0.3% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 102,410 shares of the biopharmaceutical company’s stock after purchasing an additional 274 shares during the quarter. XML Financial […]

XML Financial LLC lessened its stake in QUALCOMM Incorporated (NASDAQ:QCOM – Free Report) by 1.3% in the 3rd quarter, according to its most recent filing with the SEC. The firm owned 100,463 shares of the wireless technology company’s stock after selling 1,293 shares during the quarter. QUALCOMM accounts for approximately 1.3% of XML Financial LLC’s […]

XML Financial LLC increased its position in shares of iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU – Free Report) by 3.0% in the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 4,748 shares of the company’s stock after purchasing an additional 140 shares during the quarter. XML Financial […]