Charter Oak Capital Management LLC cut its position in iShares S&P 500 Growth ETF (NYSEARCA:IVW – Free Report) by 0.9% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 81,813 shares of the company’s stock after selling 776 shares during the […]
Charter Oak Capital Management LLC cut its holdings in iShares U.S. Financials ETF (NYSEARCA:IYF – Free Report) by 38.0% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 4,793 shares of the company’s stock after selling 2,943 shares during the quarter. Charter Oak […]
Charter Oak Capital Management LLC reduced its holdings in shares of Vanguard Short-Term Bond ETF (NYSEARCA:BSV – Free Report) by 2.6% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 443,496 shares of the company’s stock after selling 11,753 shares during the […]
Charter Oak Capital Management LLC reduced its stake in iShares U.S. Industrials ETF (BATS:IYJ – Free Report) by 5.7% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 5,353 shares of the company’s stock after selling 321 shares during the quarter. […]
Charter Oak Capital Management LLC cut its holdings in shares of iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU – Free Report) by 2.9% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 11,557 shares of the company’s stock after selling 343 […]