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Pacific Center for Financial Services Reduces Stock Position in iShares Short Treasury Bond ETF (NASDAQ:SHV)

Pacific Center for Financial Services trimmed its position in iShares Short Treasury Bond ETF (NASDAQ:SHV – Free Report) by 22.6% in the 4th quarter, HoldingsChannel reports. The firm owned 2,340 shares of the company’s stock after selling 682 shares during the quarter. Pacific Center for Financial Services’ holdings in iShares Short Treasury Bond ETF were […]

Elevate Wealth Advisory Inc. Purchases New Holdings in Avantis International Equity ETF (NYSEARCA:AVDE)

Elevate Wealth Advisory Inc. purchased a new stake in shares of Avantis International Equity ETF (NYSEARCA:AVDE – Free Report) in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm purchased 555 shares of the company’s stock, valued at approximately $34,000. Other institutional investors and hedge funds also […]

iShares MSCI EAFE ETF (NYSEARCA:EFA) Shares Acquired by XML Financial LLC

XML Financial LLC lifted its position in shares of iShares MSCI EAFE ETF (NYSEARCA:EFA – Free Report) by 1.1% during the 4th quarter, HoldingsChannel.com reports. The fund owned 42,107 shares of the exchange traded fund’s stock after acquiring an additional 452 shares during the quarter. XML Financial LLC’s holdings in iShares MSCI EAFE ETF were […]

Regal Investment Advisors LLC Lowers Position in iShares MSCI EAFE Growth ETF (BATS:EFG)

Regal Investment Advisors LLC trimmed its stake in shares of iShares MSCI EAFE Growth ETF (BATS:EFG – Free Report) by 27.5% in the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 51,633 shares of the company’s stock after selling 19,561 shares during the period. Regal Investment Advisors LLC’s […]

AT&T Inc. (NYSE:T) Stock Position Lifted by Kolinsky Wealth Management LLC

Kolinsky Wealth Management LLC lifted its stake in shares of AT&T Inc. (NYSE:T – Free Report) by 14.2% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 13,089 shares of the technology company’s stock after purchasing an additional 1,629 shares during […]

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