iShares Core MSCI Europe ETF $IEUR Shares Purchased by Freedom Investment Management Inc.

Freedom Investment Management Inc. recently raised its stake in the iShares Core MSCI Europe ETF by 25.8%, according to a 13F filing from the second quarter. The firm added 8,846 shares, bringing its total holdings to 43,085 shares and underscoring its interest in European equity exposure.

iShares Core MSCI Europe ETF $IEUR Shares Purchased by Freedom Investment Management Inc.

Freedom Investment Management Inc. Has $2.21 Million Holdings in JPMorgan Ultra-Short Municipal ETF $JMST

Freedom Investment Management Inc. has reduced its holdings in the JPMorgan Ultra-Short Municipal ETF by 4.3%. According to the firm’s latest SEC filing, the company sold 1,930 shares in the second quarter, leaving it with 43,357 shares valued at around $2.21 million.

Freedom Investment Management Inc. Has $2.21 Million Holdings in JPMorgan Ultra-Short Municipal ETF $JMST

iShares Core 1-5 Year USD Bond ETF $ISTB Shares Acquired by Atria Wealth Solutions Inc.

Atria Wealth Solutions Inc. recently increased its stake in the iShares Core 1-5 Year USD Bond ETF by 7.3% during the second quarter. Regulatory documents show the firm purchased an additional 430 shares, bringing its total holdings to 6,325 shares.

iShares Core 1-5 Year USD Bond ETF $ISTB Shares Acquired by Atria Wealth Solutions Inc.

Vanguard International High Dividend Yield ETF $VYMI Shares Acquired by Crewe Advisors LLC

Crewe Advisors LLC has significantly expanded its stake in Vanguard International High Dividend Yield ETF by an impressive 284.5% in the second quarter. The firm’s latest filing shows a sizeable addition of 421 shares to its holdings, reflecting a notable boost in its investment position.

Chicago Partners Investment Group LLC Reduces Position in iShares S&P Small-Cap 600 Value ETF $IJS

Chicago Partners Investment Group LLC disclosed a 0.8% reduction in its position in the iShares S&P Small-Cap 600 Value ETF. Recent filings show the firm sold 532 shares, leaving it with 67,222 shares.

Chicago Partners Investment Group LLC Reduces Position in iShares S&P Small-Cap 600 Value ETF $IJS

Sequoia Financial Advisors LLC Has $1.07 Million Stock Position in Cloudflare, Inc. $NET

In a notable move, Sequoia Financial Advisors LLC boosted its stake in Cloudflare by 22.5% in the second quarter. The total value of this newly expanded position, which now comprises 5,459 shares, stands at $1.07 million according to a recent regulatory filing.

Sequoia Financial Advisors LLC Has $1.07 Million Stock Position in Cloudflare, Inc. $NET

Equitable Trust Co. Sells 18,285 Shares of Live Nation Entertainment, Inc. $LYV

Equitable Trust Co. sold 18,285 Live Nation shares during the second quarter, cutting its stake by 80.4%. The move left the institutional investor with 4,458 shares of the live entertainment company.

Equitable Trust Co. Sells 18,285 Shares of Live Nation Entertainment, Inc. $LYV

Interchange Capital Partners LLC Trims Stock Position in iShares Russell 1000 ETF $IWB

In an unexpected move, Interchange Capital Partners LLC dramatically reduced its holdings in the iShares Russell 1000 ETF during the second quarter. According to new SEC filings, the firm has cut its stake by more than half, drawing attention to shifting strategies among investors.

Interchange Capital Partners LLC Trims Stock Position in iShares Russell 1000 ETF $IWB

Callan Family Office LLC Has $13.60 Million Holdings in Marsh & McLennan Companies, Inc. $MMC

Callan Family Office LLC dramatically boosted its investment in Marsh & McLennan Companies, Inc., raising its stake by 121.1% during the second quarter. An SEC filing shows the firm now holds 62,187 shares of the financial services provider, valued at $13.6 million.

Callan Family Office LLC Has $13.60 Million Holdings in Marsh & McLennan Companies, Inc. $MMC

iShares Core Total USD Bond Market ETF $IUSB Shares Sold by Pinion Investment Advisors LLC

Pinion Investment Advisors LLC has significantly trimmed its stake in the iShares Core Total USD Bond Market ETF, according to a recent disclosure. The firm sold 29,116 shares during the second quarter and now holds 57,444 shares in the fund.

iShares Core Total USD Bond Market ETF $IUSB Shares Sold by Pinion Investment Advisors LLC