Cooper Haims Advisors LLC cut its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV – Get Rating) by 1.7% during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 25,923 shares of the company’s stock after selling 440 shares during the quarter. iShares Core S&P […]
Pinnacle Family Advisors LLC decreased its holdings in shares of SPDR S&P 600 Small CapValue ETF (NYSEARCA:SLYV – Get Rating) by 5.3% during the fourth quarter, HoldingsChannel reports. The firm owned 23,987 shares of the company’s stock after selling 1,354 shares during the period. SPDR S&P 600 Small CapValue ETF comprises 1.3% of Pinnacle Family […]
Pinnacle Family Advisors LLC bought a new position in shares of Phillips 66 (NYSE:PSX – Get Rating) in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund bought 2,297 shares of the oil and gas company’s stock, valued at approximately $239,000. A number […]
Pinnacle Family Advisors LLC lifted its holdings in shares of iShares U.S. Basic Materials ETF (NYSEARCA:IYM – Get Rating) by 103.2% during the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 14,026 shares of the company’s stock after purchasing an additional 7,123 shares during the quarter. iShares U.S. […]
Pinnacle Family Advisors LLC lowered its stake in shares of iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU – Get Rating) by 13.5% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 10,840 shares of the company’s stock after selling […]