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Roberts Wealth Advisors LLC Lowers Holdings in The Procter & Gamble Company (NYSE:PG)

Roberts Wealth Advisors LLC Lowers Holdings in The Procter & Gamble Company (NYSE:PG)
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Roberts Wealth Advisors LLC Lowers Holdings in The Procter & Gamble Company (NYSE:PG)

Roberts Wealth Advisors LLC trimmed its holdings in The Procter & Gamble Company (NYSE:PG – Free Report) by 0.5% in the 4th quarter, according to its most recent filing with the SEC. The institutional investor owned 26,094 shares of the company’s stock after selling 139 shares during the quarter. Procter & Gamble comprises approximately 1.8% […]

iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) Shares Bought by JMG Financial Group Ltd

iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) Shares Bought by JMG Financial Group Ltd
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Helen Stephens Group LLC Boosts Holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Helen Stephens Group LLC grew its holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 12.9% in the third quarter, Holdings Channel.com reports. The institutional investor owned 5,185 shares of the exchange traded fund’s stock after buying an additional 591 shares during the quarter. Helen Stephens Group LLC’s holdings in iShares Core […]

570 Shares in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) Bought by Angeles Wealth Management LLC

Angeles Wealth Management LLC bought a new position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund bought 570 shares of the exchange traded fund’s stock, valued at approximately $54,000. Several other hedge funds also […]

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