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Mark Sheptoff Financial Planning LLC Raises Stock Holdings in Bank of America Co (NYSE:BAC)

Mark Sheptoff Financial Planning LLC raised its position in shares of Bank of America Co. (NYSE:BAC) by 431.0% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,062 shares of the financial services provider’s stock after acquiring an additional 862 shares during […]

US Bancorp DE Trims Stock Holdings in iShares Russell 1000 ETF (NYSEARCA:IWB)

US Bancorp DE lowered its position in iShares Russell 1000 ETF (NYSEARCA:IWB – Free Report) by 1.6% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 597,676 shares of the company’s stock after selling 9,783 shares during the quarter. US […]

Sand Hill Global Advisors LLC Has $3 01 Million Stock Holdings in iShares Russell 1000 ETF (NYSEARCA:IWB)

Sand Hill Global Advisors LLC cut its stake in iShares Russell 1000 ETF (NYSEARCA:IWB – Free Report) by 1.9% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 11,487 shares of the company’s stock after selling 217 shares during the period. Sand […]

iShares Russell 1000 ETF (NYSEARCA:IWB) Holdings Reduced by Berkeley Capital Partners LLC

Berkeley Capital Partners LLC reduced its stake in iShares Russell 1000 ETF (NYSEARCA:IWB – Free Report) by 4.3% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 2,200 shares of the company’s stock after selling 100 shares during the period. Berkeley […]

Blankinship & Foster LLC Grows Stock Position in Vanguard Consumer Staples ETF (NYSEARCA:VDC)

Blankinship & Foster LLC grew its holdings in Vanguard Consumer Staples ETF (NYSEARCA:VDC – Free Report) by 0.2% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 89,754 shares of the company’s stock after purchasing an additional 168 shares during the quarter. Vanguard […]

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