Mark Sheptoff Financial Planning LLC purchased a new position in shares of iShares U.S. Treasury Bond ETF (BATS:GOVT – Free Report) in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm purchased 3,192 shares of the company’s stock, valued at approximately $74,000. A number of […]
Commerce Bank increased its holdings in Prologis, Inc. (NYSE:PLD – Free Report) by 3.0% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 492,540 shares of the real estate investment trust’s stock after buying an additional 14,356 shares during the quarter. […]
Sand Hill Global Advisors LLC trimmed its holdings in shares of iShares U.S. Treasury Bond ETF (BATS:GOVT – Free Report) by 15.5% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 1,014,046 shares of the company’s stock after selling 186,579 shares during the […]
Simplicity Wealth LLC acquired a new position in Brookfield Co. (NYSE:BN – Free Report) during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 22,030 shares of the company’s stock, valued at approximately $922,000. Several other large investors also recently […]
Simplicity Wealth LLC bought a new position in shares of Simon Property Group, Inc. (NYSE:SPG – Free Report) in the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The fund bought 5,997 shares of the real estate investment trust’s stock, valued at approximately $939,000. Other institutional investors have also […]