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Falcon Wealth Planning Sells 16,888 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Falcon Wealth Planning trimmed its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) by 79.8% during the fourth quarter, HoldingsChannel reports. The firm owned 4,266 shares of the company’s stock after selling 16,888 shares during the quarter. Falcon Wealth Planning’s holdings in iShares Core U.S. Aggregate Bond ETF were […]
Wells Fargo Company Raymond James Associates Jones Financial Companies Lllp Us Bancorp Blackrock Inc Company Profile
Source: wkrb13.com

V Wealth Advisors LLC Sells 12,637 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

V Wealth Advisors LLC reduced its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) by 27.6% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 33,165 shares of the company’s stock after selling 12,637 shares during the […]
Wealth Advisors Asset Management Securities Exchange Commission Stone Point Wealth V Wealth Advisors Company Profile
Source: wkrb13.com

TCP Asset Management LLC Makes New $10.20 Million Investment in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

TCP Asset Management LLC bought a new position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund bought 105,176 shares of the company’s stock, valued at approximately $10,201,000. iShares Core U.S. Aggregate Bond […]
Raymond James Associates Us Bancorp Jones Financial Companies Lllp Wells Fargo Company Blackrock Inc Securities Exchange Commission
Source: wkrb13.com

Miracle Mile Advisors LLC Increases Stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Miracle Mile Advisors LLC raised its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) by 31.9% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 287,146 shares of the company’s stock after purchasing an additional 69,468 […]
Exchange Commission Johnw Brooker Co Highmark Wealth Management Core Wealth Advisors Inc Worth Asset Management Elevate Inc

iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) is SYM FINANCIAL Corp's 7th Largest Position

SYM FINANCIAL Corp raised its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) by 0.8% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 251,288 shares of the company’s stock after purchasing an additional 1,945 shares during the […]
Cliftonlarsonallen Wealth Advisors Wealth Advisors Securities Exchange Commission Sweet Financial Partners Procyon Advisors Catalyst Financial Partners

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iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) is Brave Asset Management Inc.'s Largest Position

Brave Asset Management Inc. boosted its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) by 12,146.9% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 597,036 shares of the company’s stock after purchasing an additional 592,161 shares during the […]
Brave Asset Management Inc Exchange Commission Worth Asset Management Company Profile Core Wealth Advisors Inc Highmark Wealth Management

iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Shares Sold by Sunflower Bank N.A.

Sunflower Bank N.A. cut its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) by 44.8% in the fourth quarter, according to its most recent disclosure with the SEC. The firm owned 11,250 shares of the company’s stock after selling 9,123 shares during the period. Sunflower Bank N.A.’s holdings in […]
Sunflower Bank Charles Schwab Investment Management Inc Ronald Blue Trust Inc Wells Fargo Company Raymond James Associates Get Rating

iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Shares Purchased by SYM FINANCIAL Corp

SYM FINANCIAL Corp boosted its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) by 0.8% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 251,288 shares of the company’s stock after acquiring an additional […]
Worth Asset Management Highmark Wealth Management Core Wealth Advisors Inc Company Profile Elevate Inc Exchange Commission

Catalyst Financial Partners LLC Buys Shares of 62,217 iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Catalyst Financial Partners LLC purchased a new position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 62,217 shares of the company’s stock, valued at approximately $6,034,000. iShares Core U.S. […]
Exchange Commission Highmark Wealth Management Worth Asset Management Company Profile Johnw Brooker Co Catalyst Financial Partners

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