Concentric Wealth Management LLC trimmed its stake in shares of iShares Russell 2000 Value ETF (NYSEARCA:IWN – Free Report) by 3.9% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 16,141 shares of the company’s stock after selling 655 […]
Concentric Wealth Management LLC boosted its stake in shares of Exxon Mobil Co. (NYSE:XOM – Free Report) by 57.6% during the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 57,780 shares of the oil and gas company’s stock after buying an additional 21,118 shares during the period. Exxon […]
Chicago Wealth Management Inc. grew its holdings in shares of Invesco S&P 500 Quality ETF (NYSEARCA:SPHQ – Free Report) by 42.2% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 143,637 shares of the company’s stock after buying an additional 42,615 shares during the […]
Creative Planning lifted its stake in iShares Russell 1000 ETF (NYSEARCA:IWB – Free Report) by 5.2% during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 679,933 shares of the company’s stock after buying an additional 33,645 shares during the quarter. Creative Planning owned about 0.54% […]
Credit Capital Investments LLC purchased a new position in shares of Exxon Mobil Co. (NYSE:XOM – Free Report) in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor purchased 2,500 shares of the oil and gas company’s stock, valued at approximately $250,000. Other […]