Lynch Investment Planning LLC bought a new stake in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) during the 4th quarter, HoldingsChannel.com reports. The firm bought 26,221 shares of the exchange traded fund’s stock, valued at approximately $3,151,000. iShares Core S&P Small-Cap ETF accounts for 3.0% of Lynch Investment Planning LLC’s portfolio, […]

OakTrust Wealth Advisors LLC acquired a new stake in iShares Short Duration Bond Active ETF (BATS:NEAR – Free Report) during the fourth quarter, HoldingsChannel.com reports. The institutional investor acquired 140,643 shares of the company’s stock, valued at approximately $7,187,000. iShares Short Duration Bond Active ETF comprises about 6.6% of OakTrust Wealth Advisors LLC’s portfolio, making […]

Lynch Investment Planning LLC purchased a new stake in iShares Short Duration Bond Active ETF (BATS:NEAR – Free Report) during the fourth quarter, according to its most recent 13F filing with the SEC. The firm purchased 17,993 shares of the company’s stock, valued at approximately $919,000. iShares Short Duration Bond Active ETF makes up 0.9% […]