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Carnegie Capital Asset Management LLC lessened its position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 27.9% during the third quarter, Holdings Channel.com reports. The fund owned 56,475 shares of the exchange traded fund’s stock after selling 21,805 shares during the period. Carnegie Capital Asset Management LLC’s holdings in iShares Core S&P […]

StrongBox Wealth LLC raised its position in Pfizer Inc. (NYSE:PFE – Free Report) by 19.5% in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 44,928 shares of the biopharmaceutical company’s stock after buying an additional 7,321 shares during the period. StrongBox Wealth LLC’s holdings […]

Hurlow Wealth Management Group Inc. boosted its holdings in shares of Vanguard Intermediate-Term Bond ETF (NYSEARCA:BIV – Free Report) by 9.1% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 39,989 shares of the company’s stock after buying an additional […]

StrongBox Wealth LLC grew its stake in American Tower Co. (NYSE:AMT – Free Report) by 8.0% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 11,561 shares of the real estate investment trust’s stock after purchasing an additional 852 shares during the […]