WFA of San Diego LLC bought a new position in iShares ESG Screened S&P Mid-Cap ETF (BATS:XJH – Get Rating) during the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The firm bought 791 shares of the company’s stock, valued at approximately $26,000. Several other hedge funds also recently […]
Topel & Distasi Wealth Management LLC cut its position in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Get Rating) by 0.2% in the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 182,919 shares of the company’s stock after selling 435 shares during the period. Vanguard FTSE Developed Markets ETF […]
Great Valley Advisor Group Inc. raised its stake in shares of Vanguard Growth ETF (NYSEARCA:VUG – Get Rating) by 0.7% during the 4th quarter, according to its most recent filing with the SEC. The firm owned 68,826 shares of the company’s stock after acquiring an additional 470 shares during the period. Vanguard Growth ETF makes […]
Austin Private Wealth LLC bought a new stake in SPDR Portfolio Emerging Markets ETF (NYSEARCA:SPEM – Get Rating) in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor bought 21,492 shares of the company’s stock, valued at approximately $708,000. Several other large investors also recently […]
Biltmore Wealth Management LLC lifted its position in shares of iShares Core U.S. REIT ETF (NYSEARCA:USRT – Get Rating) by 5.2% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 163,290 shares of the company’s stock after buying an additional 8,087 shares during the […]