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BIP Wealth LLC bought a new position in shares of iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI – Free Report) in the fourth quarter, according to the company in its most recent filing with the SEC. The firm bought 4,350 shares of the company’s stock, valued at approximately $396,000. A number of other hedge funds […]
BIP Wealth LLC grew its position in shares of The Procter & Gamble Company (NYSE:PG – Free Report) by 34.2% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 4,881 shares of the company’s stock after purchasing an additional 1,245 shares during the quarter. […]
BIP Wealth LLC reduced its stake in iShares National Muni Bond ETF (NYSEARCA:MUB – Free Report) by 15.8% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 5,558 shares of the exchange traded fund’s stock after selling 1,046 shares during the quarter. BIP Wealth LLC’s […]
BIP Wealth LLC boosted its position in Oracle Co. (NYSE:ORCL – Free Report) by 86.3% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 6,246 shares of the enterprise software provider’s stock after purchasing an additional 2,894 shares during the quarter. BIP […]
BIP Wealth LLC reduced its position in shares of Vanguard Real Estate ETF (NYSEARCA:VNQ – Free Report) by 21.0% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 7,218 shares of the exchange traded fund’s stock after selling 1,917 shares during the […]