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Vivaldi Capital Management LP Sells 1,047 Shares of iShares MSCI ACWI ETF (NASDAQ:ACWI)

Vivaldi Capital Management LP lowered its holdings in shares of iShares MSCI ACWI ETF (NASDAQ:ACWI – Free Report) by 2.8% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 36,036 shares of the company’s stock after selling 1,047 shares during the quarter. iShares MSCI […] ....

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Elevate Wealth Advisory Inc. Purchases Shares of 7,789 iShares Floating Rate Bond ETF (BATS:FLOT)

Elevate Wealth Advisory Inc. purchased a new stake in iShares Floating Rate Bond ETF (BATS:FLOT – Free Report) during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor purchased 7,789 shares of the company’s stock, valued at approximately $394,000. Other institutional investors and […] ....

Farmers Merchants Trust Co , Securities Exchange Commission , Solutions Inc , Elevate Wealth Advisory Inc , Capital Advisors Inc , Southstate Corp , Atlantic Edge Private Wealth Management , Elevate Wealth Advisory , Shares Floating Rate Bond , Free Report , State Corp ,

Retirement Capital Strategies Takes $1.56 Million Position in iShares 7-10 Year Treasury Bond ETF (NASDAQ:IEF)

Retirement Capital Strategies acquired a new stake in shares of iShares 7-10 Year Treasury Bond ETF (NASDAQ:IEF – Free Report) during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The firm acquired 16,137 shares of the exchange traded fund’s stock, valued at approximately $1,555,000. iShares 7-10 Year Treasury […] ....

United States , Southstate Corp , Securities Exchange Commission , Goalvest Advisory , Islay Capital Management , Nemes Rush Group , Family Office , Retirement Capital Strategies , Treasury Bond , Free Report , Retirement Capital Strategie , Rush Group , Vest Advisory , Capital Management , State Corp , United States Treasury , Visit Holdingschannel ,

iShares Treasury Floating Rate Bond ETF (NYSEARCA:TFLO) Shares Purchased by VitalStone Financial LLC

VitalStone Financial LLC grew its holdings in iShares Treasury Floating Rate Bond ETF (NYSEARCA:TFLO – Free Report) by 79.8% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 7,607 shares of the company’s stock after purchasing an additional 3,377 shares during […] ....

United Kingdom General , United Kingdom , Vitalstone Financial , Star Investment Management Corp , Atticus Wealth Management , Third Bancorp , Criterion Capital Advisors , Securities Exchange Commission , Fifth Third Bancorp , Southstate Corp , Shares Treasury Floating Rate Bond , Free Report , Stone Financial , Wealth Management , Star Investment Management , State Corp , Visit Holdingschannel ,

Wealth Quarterback LLC Trims Stock Position in iShares 7-10 Year Treasury Bond ETF (NASDAQ:IEF)

Wealth Quarterback LLC decreased its position in iShares 7-10 Year Treasury Bond ETF (NASDAQ:IEF – Free Report) by 9.7% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 2,650 shares of the exchange traded fund’s stock after selling 284 shares […] ....

United States , Wealth Quarterback , Goalvest Advisory , Family Office , Exchange Commission , Islay Capital Management , Southstate Corp , Nemes Rush Group , Treasury Bond , Free Report , Rush Group , Vest Advisory , Capital Management , State Corp , United States Treasury , Visit Holdingschannel ,