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W Advisors LLC lowered its holdings in iShares ESG MSCI USA Leaders ETF (NASDAQ:SUSL – Free Report) by 0.5% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 76,108 shares of the company’s stock after selling 398 shares during the quarter. iShares […]
Roble Belko & Company Inc raised its stake in shares of iShares Core U.S. REIT ETF (NYSEARCA:USRT – Free Report) by 17.6% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 28,287 shares of the company’s stock after buying an additional 4,239 shares during […]
Firethorn Wealth Partners LLC lessened its position in iShares ESG MSCI USA Leaders ETF (NASDAQ:SUSL – Free Report) by 7.3% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 5,840 shares of the company’s stock after selling 457 shares during […]
Values Added Financial LLC trimmed its position in shares of Automatic Data Processing, Inc. (NASDAQ:ADP – Free Report) by 4.8% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 1,462 shares of the business services provider’s stock after selling 74 shares during the […]
Values Added Financial LLC lifted its holdings in Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB – Free Report) by 246.1% in the fourth quarter, HoldingsChannel reports. The firm owned 70,543 shares of the company’s stock after buying an additional 50,161 shares during the quarter. Vanguard Tax-Exempt Bond ETF makes up approximately 2.9% of Values Added Financial LLC’s […]