Shira Ridge Wealth Management trimmed its stake in iShares Floating Rate Bond ETF (BATS:FLOT – Free Report) by 15.5% in the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 101,210 shares of the company’s stock after selling 18,536 shares during the period. iShares Floating […]
Shira Ridge Wealth Management grew its position in iShares MSCI USA ESG Select ETF (NYSEARCA:SUSA – Free Report) by 1.3% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 253,634 shares of the company’s stock after purchasing an additional 3,347 shares during […]
Shira Ridge Wealth Management lowered its stake in shares of Vanguard Dividend Appreciation ETF (NYSEARCA:VIG – Free Report) by 24.7% during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 12,602 shares of the company’s stock after selling 4,126 shares during the […]
Shira Ridge Wealth Management bought a new position in shares of iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH – Free Report) during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor bought 839 shares of the company’s stock, valued at approximately $210,000. Other hedge […]
Shira Ridge Wealth Management raised its stake in iShares MSCI USA ESG Select ETF (NYSEARCA:SUSA – Free Report) by 1.3% in the 1st quarter, Holdings Channel.com reports. The institutional investor owned 253,634 shares of the company’s stock after buying an additional 3,347 shares during the period. iShares MSCI USA ESG Select ETF makes up about […]