Shepherd Financial Partners LLC lowered its stake in iShares TIPS Bond ETF (NYSEARCA:TIP – Free Report) by 80.7% during the fourth quarter, according to its most recent 13F filing with the SEC. The firm owned 13,798 shares of the exchange traded fund’s stock after selling 57,837 shares during the quarter. Shepherd Financial Partners LLC’s holdings […]
Shepherd Financial Partners LLC trimmed its holdings in shares of iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI – Free Report) by 2.0% in the 4th quarter, Holdings Channel.com reports. The institutional investor owned 30,310 shares of the company’s stock after selling 633 shares during the period. Shepherd Financial Partners LLC’s holdings in iShares MSCI KLD […]
Shepherd Financial Partners LLC bought a new stake in iShares Biotechnology ETF (NASDAQ:IBB – Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund bought 6,376 shares of the financial services provider’s stock, valued at approximately $866,000. Several other institutional […]
Shepherd Financial Partners LLC increased its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 11.1% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 24,750 shares of the company’s stock after purchasing an additional 2,473 […]
Shepherd Financial Partners LLC reduced its holdings in shares of iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH – Free Report) by 25.8% in the 4th quarter, HoldingsChannel.com reports. The fund owned 2,388 shares of the company’s stock after selling 831 shares during the quarter. Shepherd Financial Partners LLC’s holdings in iShares Core S&P Mid-Cap ETF were […]