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Private Wealth Management Group LLC purchased a new position in shares of iShares MSCI USA ESG Select ETF (NYSEARCA:SUSA – Free Report) in the 4th quarter, Holdings Channel reports. The firm purchased 2,260 shares of the company’s stock, valued at approximately $227,000. Several other hedge funds also recently made changes to their positions in the […]
ARS Wealth Advisors Group LLC decreased its position in Putnam Municipal Opportunities Trust (NYSE:PMO – Free Report) by 78.7% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 15,094 shares of the financial services provider’s stock after selling 55,742 shares during […]
Emerald Advisors LLC boosted its stake in shares of JPMorgan BetaBuilders International Equity ETF (BATS:BBIN – Free Report) by 2.0% during the 4th quarter, Holdings Channel.com reports. The firm owned 21,878 shares of the company’s stock after purchasing an additional 426 shares during the quarter. JPMorgan BetaBuilders International Equity ETF comprises approximately 0.2% of Emerald […]
Good Life Advisors LLC lessened its stake in shares of iShares MSCI USA ESG Select ETF (NYSEARCA:SUSA – Free Report) by 1.2% in the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 9,009 shares of the company’s stock after selling 110 shares during the period. Good Life Advisors […]
North Star Investment Management Corp. lifted its position in Salesforce, Inc. (NYSE:CRM – Free Report) by 10.9% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 1,319 shares of the CRM provider’s stock after acquiring an additional 130 shares during the […]