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Forefront Analytics LLC Boosts Stake in iShares 3-7 Year Treasury Bond ETF (NASDAQ:IEI)

Forefront Analytics LLC grew its stake in shares of iShares 3-7 Year Treasury Bond ETF (NASDAQ:IEI – Free Report) by 5.4% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 9,306 shares of the company’s stock after buying an additional 475 shares during […]

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Treasury-bond
Free-report
Financial-advisors

Azora Capital LP Takes $72.50 Million Position in Truist Financial Co. (NYSE:TFC)

Azora Capital LP purchased a new stake in shares of Truist Financial Co. (NYSE:TFC – Free Report) during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor purchased 1,963,654 shares of the insurance provider’s stock, valued at approximately $72,498,000. Truist Financial makes up approximately 6.2% of Azora Capital […]

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Carson-advisory-inc
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Azora-capital

iShares Treasury Floating Rate Bond ETF (NYSEARCA:TFLO) Shares Sold by Retirement Capital Strategies

Retirement Capital Strategies reduced its stake in shares of iShares Treasury Floating Rate Bond ETF (NYSEARCA:TFLO – Free Report) by 94.8% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 7,877 shares of the company’s stock after selling 143,217 shares during the period. Retirement Capital […]

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Per Stirling Capital Management LLC. Takes $347,000 Position in Innovator U.S. Equity Power Buffer ETF – January (BATS:PJAN)

Per Stirling Capital Management LLC. bought a new stake in shares of Innovator U.S. Equity Power Buffer ETF – January (BATS:PJAN – Free Report) during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm bought 9,311 shares of the company’s stock, valued at approximately $347,000. A […]

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Stirling-capital-management
Bailard-inc
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Valmark-advisers-inc

Peapack Gladstone Financial Corp Decreases Stake in CVS Health Co. (NYSE:CVS)

Peapack Gladstone Financial Corp trimmed its stake in CVS Health Co. (NYSE:CVS – Free Report) by 3.6% during the fourth quarter, HoldingsChannel reports. The institutional investor owned 322,243 shares of the pharmacy operator’s stock after selling 11,867 shares during the period. Peapack Gladstone Financial Corp’s holdings in CVS Health were worth $25,446,000 as of its […]

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