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Chicago Wealth Management Inc. grew its holdings in shares of Invesco S&P 500 Quality ETF (NYSEARCA:SPHQ – Free Report) by 42.2% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 143,637 shares of the company’s stock after buying an additional 42,615 shares during the […]
Creative Planning decreased its holdings in iShares 3-7 Year Treasury Bond ETF (NASDAQ:IEI – Free Report) by 3.2% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 1,960,385 shares of the company’s stock after selling 64,030 shares during the period. Creative Planning’s holdings in […]
TrinityPoint Wealth LLC trimmed its holdings in shares of iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY – Free Report) by 2.5% in the fourth quarter, HoldingsChannel reports. The institutional investor owned 15,557 shares of the company’s stock after selling 393 shares during the period. TrinityPoint Wealth LLC’s holdings in iShares 1-3 Year Treasury Bond ETF […]
Nations Financial Group Inc. IA ADV bought a new position in shares of iShares 3-7 Year Treasury Bond ETF (NASDAQ:IEI – Free Report) during the 4th quarter, according to its most recent filing with the SEC. The institutional investor bought 32,805 shares of the company’s stock, valued at approximately $3,843,000. Several other hedge funds and […]
Intergy Private Wealth LLC grew its holdings in shares of Vanguard Real Estate ETF (NYSEARCA:VNQ – Free Report) by 2.5% in the 1st quarter, HoldingsChannel.com reports. The firm owned 30,849 shares of the exchange traded fund’s stock after purchasing an additional 751 shares during the quarter. Vanguard Real Estate ETF comprises approximately 1.1% of Intergy […]