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AMG National Trust Bank Decreases Stock Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

AMG National Trust Bank reduced its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 12.0% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 41,365 shares of the company’s stock after selling 5,650 shares during the period. […]
Your Advocates Ltd Exchange Commission Agincourt Capital Management National Trust Bank Mosaic Advisors Cullen Frost Bankers Inc

Essential Planning LLC. Sells 547 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Essential Planning LLC. lessened its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 13.7% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 3,436 shares of the company’s stock after selling 547 shares during the quarter. […]
Tanager Wealth Management Charles Schwab Investment Management Inc Atria Wealth Solutions Inc Exchange Commission Company Profile A Davidson

iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Shares Sold by AMG National Trust Bank

AMG National Trust Bank lessened its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 12.0% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 41,365 shares of the company’s stock after selling 5,650 shares during the period. […]
Cullen Frost Bankers Inc Amg National Trust Bank Fintrust Capital Advisors Company Profile Mosaic Advisors Your Advocates Ltd

Element Wealth LLC Sells 3,733 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Element Wealth LLC lowered its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 13.2% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 24,513 shares of the company’s stock after selling 3,733 shares during the quarter. […]
Moneta Group Investment Advisors Company Profile Element Wealth Mercer Global Advisors Inc Exchange Commission National Association
Source: wkrb13.com

Sowell Financial Services LLC Boosts Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Sowell Financial Services LLC increased its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 9.2% during the 3rd quarter, according to its most recent filing with the SEC. The institutional investor owned 155,207 shares of the company’s stock after acquiring an additional 13,065 shares during the period. iShares […]
New York United States Sowell Financial Services Capital Investment Counsel Inc Parkside Financial Bank Vitalstone Financial
Source: wkrb13.com

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iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Shares Purchased by Avantax Advisory Services Inc.

Avantax Advisory Services Inc. boosted its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 39.7% in the 3rd quarter, according to its most recent filing with the SEC. The fund owned 3,380,376 shares of the company’s stock after purchasing an additional 960,301 shares during the period. iShares Core U.S. Aggregate […]
New York United States Capital Investment Counsel Inc Avalon Trust Co First Manhattan Co Avantax Advisory Services Inc

3,032 Shares in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Purchased by Americana Partners LLC

Americana Partners LLC purchased a new position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund purchased 3,032 shares of the company’s stock, valued at approximately $285,000. Other hedge funds also recently […]
Company Profile Americana Partners Moneta Group Investment Advisors Wells Fargo Company Envestnet Asset Management Inc Jones Financial Companies Lllp
Source: wkrb13.com

Ledyard National Bank Acquires 911 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Ledyard National Bank raised its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 18.6% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 5,819 shares of the company’s stock after acquiring an additional 911 shares during the […]
New York United States Exchange Commission Vitalstone Financial Parkside Financial Bank Company Profile

iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) is Forbes Financial Planning Inc.'s 5th Largest Position

Forbes Financial Planning Inc. lessened its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 0.7% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 69,837 shares of the company’s stock after selling 486 shares during […]
New York United States Company Profile Exchange Commission First Manhattan Co Vitalstone Financial

iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Shares Sold by Forbes Financial Planning Inc.

Forbes Financial Planning Inc. decreased its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 0.7% during the 3rd quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 69,837 shares of the company’s stock after selling 486 shares during the quarter. iShares Core […]
Pathstone Family Office Chapin Davis Inc Wealthsource Partners Wealth Management Forbes Financial Planning Inc Forbes Financial Planning

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