Mosley Wealth Management purchased a new stake in shares of iShares Flexible Income Active ETF (NYSEARCA:BINC – Free Report) in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 30,937 shares of the company’s stock, valued at approximately $1,642,000. A number of other […]

Mosley Wealth Management purchased a new stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor purchased 17,104 shares of the company’s stock, valued at approximately $11,570,000. iShares Core S&P 500 ETF […]

Lyell Wealth Management LP boosted its position in iShares iBonds Dec 2026 Term Corporate ETF (NYSEARCA:IBDR – Free Report) by 14.6% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 498,249 shares of the company’s stock after acquiring an additional 63,388 shares […]

Palatine Hill Wealth Management LLC purchased a new stake in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) during the 4th quarter, HoldingsChannel reports. The fund purchased 60,942 shares of the company’s stock, valued at approximately $41,741,000. iShares Core S&P 500 ETF comprises approximately 33.7% of Palatine Hill Wealth Management LLC’s portfolio, making the […]