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Elevate Wealth Advisory Inc. Acquires New Position in iShares Russell 2000 ETF (NYSEARCA:IWM)

Elevate Wealth Advisory Inc. acquired a new stake in shares of iShares Russell 2000 ETF (NYSEARCA:IWM – Free Report) during the fourth quarter, Holdings Channel.com reports. The fund acquired 373 shares of the exchange traded fund’s stock, valued at approximately $75,000. Other institutional investors and hedge funds have also recently added to or reduced their […] ....

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KPP Advisory Services LLC Sells 471 Shares of CVS Health Co. (NYSE:CVS)

KPP Advisory Services LLC lowered its holdings in CVS Health Co. (NYSE:CVS – Free Report) by 5.1% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 8,729 shares of the pharmacy operator’s stock after selling 471 shares during the quarter. KPP Advisory Services […] ....

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CVS Health Co. (NYSE:CVS) Shares Bought by Regal Investment Advisors LLC

Regal Investment Advisors LLC grew its holdings in CVS Health Co. (NYSE:CVS – Free Report) by 17.0% in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 69,603 shares of the pharmacy operator’s stock after purchasing an additional 10,109 shares during the quarter. Regal […] ....

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CVS Health Co. (NYSE:CVS) Shares Sold by Oppenheimer & Co. Inc.

Oppenheimer & Co. Inc. lessened its position in shares of CVS Health Co. (NYSE:CVS – Free Report) by 8.7% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 128,888 shares of the pharmacy operator’s stock after selling 12,324 shares during the quarter. Oppenheimer & […] ....

United-states , America , Piper-sandler , Edwardj-ludwig , Cantor-fitzgerald , Health-co , Health-announces-dividend , Health-daily , Health-profile , Riverpoint-wealth-management-holdings , Securities-exchange-commission , Barclays

Swan Global Investments LLC Decreases Stock Holdings in iShares Russell 2000 ETF (NYSEARCA:IWM)

Swan Global Investments LLC trimmed its holdings in iShares Russell 2000 ETF (NYSEARCA:IWM – Free Report) by 22.1% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 148,047 shares of the exchange traded fund’s stock after selling 42,000 shares during the quarter. […] ....

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