Ellevest Inc. acquired a new position in iShares Core S&P U.S. Value ETF in the 3rd quarter valued at $25,000.

Source: https://www.americanbankingnews.com/2023/05/22/cim-llc-buys-1800-shares-of-ishares-core-sp-u-s-value-etf-nasdaqiusv.html

Ellevest Inc. boosted its position in CVS Health by 78.3% in the second quarter.

Source: https://www.etfdailynews.com/2023/11/12/highland-capital-management-llc-sells-953-shares-of-cvs-health-co-nysecvs/

Ellevest Inc. boosted its position in shares of First Solar by 97.8% during the third quarter.

Source: https://www.etfdailynews.com/2023/02/04/first-republic-investment-management-inc-acquires-277-shares-of-first-solar-inc-nasdaqfslr/

Ellevest Inc. boosted its stake in Novanta by 50.3% during the fourth quarter.

Source: https://www.etfdailynews.com/2023/06/04/novanta-inc-nasdaqnovt-shares-purchased-by-assetmark-inc/

Ellevest Inc. grew its holdings in Calix by 382.1% in the 3rd quarter.

Source: https://www.americanbankingnews.com/2023/04/24/calix-inc-nysecalx-given-average-rating-of-moderate-buy-by-brokerages.html

Ellevest Inc. grew its position in shares of Western Union by 166.0% during the 1st quarter.

Source: https://www.americanbankingnews.com/2023/08/25/b-metzler-seel-sohn-co-ag-sells-6975-shares-of-the-western-union-company-nysewu.html

Ellevest Inc. increased its position in Darden Restaurants by 37.1% during the 4th quarter.

Source: https://www.etfdailynews.com/2023/08/16/global-retirement-partners-llc-trims-position-in-darden-restaurants-inc-nysedri/

Ellevest Inc. increased its stake in Alphabet Inc. () by 26.8% during the fourth quarter, according to its most recent Form 13F filing with the SEC.

Source: https://www.etfdailynews.com/2023/05/01/ellevest-inc-buys-4787-shares-of-alphabet-inc-nasdaqgoogl/

Ellevest Inc. lifted its holdings in shares of RH by 43.2% in the fourth quarter.

Source: https://www.etfdailynews.com/2023/04/01/rh-nyserh-price-target-cut-to-300-00-by-analysts-at-loop-capital/

Ellevest Inc. lifted its position in Novartis AG () by 11.5% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC).

Source: https://www.etfdailynews.com/2023/11/12/novartis-ag-nysenvs-shares-purchased-by-ellevest-inc/

Ellevest Inc. now owns 1,436 shares of the fast-food giant’s stock worth $402,000 after buying an additional 34 shares during the period.

Source: https://www.etfdailynews.com/2023/10/01/baker-tilly-wealth-management-llc-decreases-stake-in-mcdonalds-co-nysemcd/

Ellevest Inc. now owns 1,643 shares of the company’s stock worth $55,000 after purchasing an additional 288 shares during the period.

Source: https://www.americanbankingnews.com/2023/06/02/assetmark-inc-boosts-position-in-avient-co-nyseavnt.html

Ellevest Inc. now owns 227 shares of the textile maker’s stock worth $58,000 after acquiring an additional 214 shares in the last quarter.

Source: https://www.americanbankingnews.com/2023/01/07/deckers-outdoor-nysedeck-given-new-360-00-price-target-at-wells-fargo-company.html

Ellevest Inc. now owns 227 shares of the textile maker’s stock worth $58,000 after buying an additional 214 shares during the period.

Source: https://www.americanbankingnews.com/2023/01/18/brinker-capital-investments-llc-increases-stock-holdings-in-deckers-outdoor-co-nysedeck.html

Ellevest Inc. now owns 298 shares of the semiconductor manufacturer’s stock worth $25,000 after purchasing an additional 264 shares during the last quarter.

Source: https://www.americanbankingnews.com/2023/05/05/cassaday-co-wealth-management-llc-makes-new-investment-in-skyworks-solutions-inc-nasdaqswks.html

Ellevest Inc. now owns 372 shares of the company’s stock valued at $31,000 after purchasing an additional 347 shares during the period.

Source: https://www.etfdailynews.com/2023/02/20/dimensional-fund-advisors-lp-sells-157591-shares-of-davita-inc-nysedva/

Ellevest Inc. now owns 4,047 shares of the industrial products company’s stock worth $304,000 after acquiring an additional 1,357 shares during the last quarter.

Source: https://www.etfdailynews.com/2023/05/01/asset-management-one-co-ltd-acquires-1666-shares-of-stanley-black-decker-inc-nyseswk/

Ellevest Inc. now owns 472 shares of the technology retailer’s stock worth $31,000 after buying an additional 225 shares during the period.

Source: https://www.americanbankingnews.com/2023/01/21/brinker-capital-investments-llc-trims-stock-holdings-in-best-buy-co-inc-nysebby.html

Ellevest Inc. now owns 594 shares of the business services provider’s stock valued at $49,000 after acquiring an additional 208 shares during the last quarter.

Source: https://www.etfdailynews.com/2023/07/31/new-mexico-educational-retirement-board-grows-position-in-manpowergroup-inc-nyseman/

Ellevest Inc. now owns 610 shares of the basic materials company’s stock valued at $50,000 after acquiring an additional 247 shares during the last quarter.

Source: https://www.etfdailynews.com/2023/05/11/3336-shares-in-eastman-chemical-nyseemn-acquired-by-lincoln-national-corp/