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Image about iShares Core S&P 500 ETF $IVV Shares Sold by ATX Financial Planning LLC

iShares Core S&P 500 ETF $IVV Shares Sold by ATX Financial Planning LLC

ATX Financial Planning LLC lessened its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 10.4% in the first quarter, Holdings Channel.com reports. The institutional investor owned 8,207 shares... More of this article »
Image about Beacon Financial Group Has $6.80 Million Position in Visa Inc. $V

Beacon Financial Group Has $6.80 Million Position in Visa Inc. $V

Beacon Financial Group lifted its stake in Visa Inc. (NYSE:V – Free Report) by 83.9% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 22,501 shares... More of this article »
Image about First National Bank & Trust Co. of Newtown Cuts Stake in Caterpillar Inc. $CAT

First National Bank & Trust Co. of Newtown Cuts Stake in Caterpillar Inc. $CAT

First National Bank & Trust Co. of Newtown reduced its position in Caterpillar Inc. (NYSE:CAT – Free Report) by 18.4% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Image about Ibex Wealth Advisors Increases Position in Micron Technology, Inc. $MU

Ibex Wealth Advisors Increases Position in Micron Technology, Inc. $MU

Ibex Wealth Advisors boosted its holdings in Micron Technology, Inc. (NASDAQ:MU – Free Report) by 1.3% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund... More of this article »
Image about First National Bank & Trust Co. of Newtown Decreases Holdings in McDonald’s Corporation $MCD

First National Bank & Trust Co. of Newtown Decreases Holdings in McDonald’s Corporation $MCD

First National Bank & Trust Co. of Newtown trimmed its holdings in shares of McDonald’s Corporation (NYSE:MCD – Free Report) by 18.7% during the first quarter, according to its most recent 13F filing with the Securities... More of this article »
Image about First National Bank & Trust Co. of Newtown Grows Position in iShares Core S&P 500 ETF $IVV

First National Bank & Trust Co. of Newtown Grows Position in iShares Core S&P 500 ETF $IVV

First National Bank & Trust Co. of Newtown lifted its position in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 48.9% during the 1st quarter, according to its most recent disclosure with the SEC. The fund... More of this article »
Image about Griffin Asset Management Inc. Acquires 4,759 Shares of Chevron Corporation $CVX

Griffin Asset Management Inc. Acquires 4,759 Shares of Chevron Corporation $CVX

Griffin Asset Management Inc. grew its holdings in Chevron Corporation (NYSE:CVX – Free Report) by 6.7% during the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund... More of this article »
Image about Frank Rimerman Advisors LLC Buys 10,873 Shares of Robinhood Markets, Inc. $HOOD

Frank Rimerman Advisors LLC Buys 10,873 Shares of Robinhood Markets, Inc. $HOOD

Frank Rimerman Advisors LLC lifted its stake in shares of Robinhood Markets, Inc. (NASDAQ:HOOD – Free Report) by 285.2% in the 1st quarter, according to its most recent Form 13F filing with the SEC. The institutional investor... More of this article »
Image about Bogart Wealth LLC Cuts Stake in ExxonMobil Corporation $XOM

Bogart Wealth LLC Cuts Stake in ExxonMobil Corporation $XOM

Bogart Wealth LLC lessened its stake in ExxonMobil Corporation (NYSE:XOM – Free Report) by 12.2% in the 1st quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 1,216,193... More of this article »
Image about Union Pacific Corporation $UNP Shares Acquired by Azzad Asset Management Inc. ADV

Union Pacific Corporation $UNP Shares Acquired by Azzad Asset Management Inc. ADV

Azzad Asset Management Inc. ADV raised its stake in Union Pacific Corporation (NYSE:UNP – Free Report) by 27.1% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Image about Union Pacific Corporation $UNP Shares Sold by Horrell Capital Management Inc.

Union Pacific Corporation $UNP Shares Sold by Horrell Capital Management Inc.

Horrell Capital Management Inc. trimmed its position in shares of Union Pacific Corporation (NYSE:UNP – Free Report) by 8.2% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Image about Brighton Jones LLC Increases Position in ExxonMobil Corporation $XOM

Brighton Jones LLC Increases Position in ExxonMobil Corporation $XOM

Brighton Jones LLC lifted its stake in ExxonMobil Corporation (NYSE:XOM – Free Report) by 15.2% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional... More of this article »
Image about Indiana Trust & Investment Management Co Buys 6,870 Shares of ExxonMobil Corporation $XOM

Indiana Trust & Investment Management Co Buys 6,870 Shares of ExxonMobil Corporation $XOM

Indiana Trust & Investment Management Co increased its stake in shares of ExxonMobil Corporation (NYSE:XOM – Free Report) by 38.2% during the first quarter, according to the company in its most recent filing with the SEC.... More of this article »
Image about Carlton Hofferkamp & Jenks Wealth Management LLC Has $9.85 Million Stock Holdings in ExxonMobil Corporation $XOM

Carlton Hofferkamp & Jenks Wealth Management LLC Has $9.85 Million Stock Holdings in ExxonMobil Corporation $XOM

Carlton Hofferkamp & Jenks Wealth Management LLC lessened its stake in ExxonMobil Corporation (NYSE:XOM – Free Report) by 43.2% in the first quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Image about ATX Financial Planning LLC Has $1.28 Million Position in Vanguard FTSE Developed Markets ETF $VEA

ATX Financial Planning LLC Has $1.28 Million Position in Vanguard FTSE Developed Markets ETF $VEA

ATX Financial Planning LLC lessened its stake in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 42.7% during the first quarter, HoldingsChannel reports. The institutional investor owned 19,976 shares of... More of this article »