Buck Wealth Strategies LLC boosted its position in Visa Inc. (NYSE:V – Free Report) by 10.9% during the fourth quarter, Holdings Channel reports. The institutional investor owned 34,845 shares of the credit-card processor’s stock after purchasing an additional 3,413 shares during the quarter. Visa comprises approximately 1.6% of Buck Wealth Strategies LLC’s portfolio, making the […]

LJI Wealth Management LLC lifted its holdings in iShares Russell 2000 ETF (NYSEARCA:IWM – Free Report) by 6.4% during the 4th quarter, Holdings Channel.com reports. The firm owned 116,909 shares of the exchange traded fund’s stock after buying an additional 7,047 shares during the period. iShares Russell 2000 ETF makes up about 4.4% of LJI […]

Buck Wealth Strategies LLC lifted its holdings in shares of iShares Core Dividend Growth ETF (NYSEARCA:DGRO – Free Report) by 76.4% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 262,698 shares of the company’s stock after acquiring an additional 113,802 shares during […]

Brandywine Oak Private Wealth LLC increased its holdings in shares of iShares National Muni Bond ETF (NYSEARCA:MUB – Free Report) by 9.0% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 74,911 shares of the exchange traded fund’s stock after acquiring an […]

Pearl Planning LLC acquired a new stake in iShares National Muni Bond ETF (NYSEARCA:MUB – Free Report) in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor acquired 17,348 shares of the exchange traded fund’s stock, valued at approximately $1,858,000. iShares National Muni […]

Buck Wealth Strategies LLC lifted its position in Jazz Pharmaceuticals PLC (NASDAQ:JAZZ – Free Report) by 53.1% in the 4th quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 7,876 shares of the specialty pharmaceutical company’s stock after acquiring an additional 2,732 shares during the period. Buck Wealth Strategies […]

Buck Wealth Strategies LLC purchased a new position in shares of Comcast Corporation (NASDAQ:CMCSA – Free Report) during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm purchased 325,187 shares of the cable giant’s stock, valued at approximately $9,720,000. Other large investors have also modified their holdings […]

Denali Advisors LLC bought a new position in Worthington Steel, Inc. (NYSE:WS – Free Report) in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund bought 67,700 shares of the company’s stock, valued at approximately $2,344,000. Other large investors have also added to or reduced their […]

Diversify Wealth Management LLC purchased a new position in shares of iShares Core Dividend Growth ETF (NYSEARCA:DGRO – Free Report) in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 39,723 shares of the company’s stock, valued at approximately $2,818,000. […]

Buck Wealth Strategies LLC trimmed its holdings in iShares Morningstar Mid-Cap Growth ETF (NYSEARCA:IMCG – Free Report) by 50.1% in the 4th quarter, HoldingsChannel reports. The firm owned 9,286 shares of the company’s stock after selling 9,315 shares during the quarter. Buck Wealth Strategies LLC’s holdings in iShares Morningstar Mid-Cap Growth ETF were worth $741,000 […]

Diversify Wealth Management LLC acquired a new stake in shares of iShares U.S. Aerospace & Defense ETF (BATS:ITA – Free Report) during the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund acquired 11,393 shares of the company’s stock, valued at approximately $2,706,000. A number of other hedge funds […]

Manning & Napier Advisors LLC lifted its stake in shares of iShares Broad USD High Yield Corporate Bond ETF (BATS:USHY – Free Report) by 39.6% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 364,166 shares of the company’s stock […]