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Walmart Inc. (NYSE:WMT) Shares Acquired by Joel Isaacson & Co. LLC

Joel Isaacson & Co. LLC lifted its position in Walmart Inc. (NYSE:WMT – Free Report) by 3.4% in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 7,696 shares of the retailer’s stock after purchasing an additional 251 shares during the quarter. […]

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Joel Isaacson & Co. LLC Purchases 395 Shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Joel Isaacson & Co. LLC increased its holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 2.9% in the 3rd quarter, HoldingsChannel.com reports. The fund owned 14,004 shares of the exchange traded fund’s stock after buying an additional 395 shares during the period. Joel Isaacson & Co. LLC’s holdings in iShares Core […]

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Aua Capital Management LLC Has $477,000 Stock Position in Stryker Co. (NYSE:SYK)

Aua Capital Management LLC lowered its holdings in shares of Stryker Co. (NYSE:SYK – Free Report) by 7.5% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 1,747 shares of the medical technology company’s stock after selling 141 shares during the period. Aua Capital […]

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Kingswood Wealth Advisors LLC Cuts Stock Holdings in Costco Wholesale Co. (NASDAQ:COST)

Kingswood Wealth Advisors LLC cut its stake in shares of Costco Wholesale Co. (NASDAQ:COST – Free Report) by 21.1% in the third quarter, according to its most recent disclosure with the SEC. The firm owned 2,895 shares of the retailer’s stock after selling 776 shares during the period. Kingswood Wealth Advisors LLC’s holdings in Costco […]

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Aua Capital Management LLC Acquires 1,433 Shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Aua Capital Management LLC lifted its holdings in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 8.2% during the 3rd quarter, according to the company in its most recent filing with the SEC. The fund owned 18,826 shares of the exchange traded fund’s stock after purchasing an additional 1,433 shares during […]

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