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iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Shares Acquired by Astoria Strategic Wealth Inc.

Astoria Strategic Wealth Inc. raised its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 0.5% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 253,432 shares of the company’s stock after acquiring an additional 1,139 shares during […]
Wealthsource Partners Wealth Management Exchange Commission Pathstone Family Office Astoria Strategic Wealth Inc Chapin Davis Inc

Strategic Financial Concepts LLC Has $6.93 Million Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Strategic Financial Concepts LLC lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 29.7% during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 73,684 shares of the company’s stock after purchasing an additional 16,894 shares […]
Raymond James Associates National Association Company Profile Envestnet Asset Management Inc Strategic Financial Concepts Mercer Global Advisors Inc
Source: wkrb13.com

Hirtle Callaghan & Co LLC Acquires 29,143 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Hirtle Callaghan & Co LLC increased its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 240.1% during the 3rd quarter, HoldingsChannel.com reports. The firm owned 41,280 shares of the company’s stock after purchasing an additional 29,143 shares during the period. Hirtle Callaghan & Co LLC’s holdings in iShares Core U.S. […]
Agincourt Capital Management Hirtle Callaghan Co Your Advocates Ltd Mosaic Advisors Fintrust Capital Advisors Cullen Frost Bankers Inc
Source: wkrb13.com

iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Stake Boosted by Kestra Private Wealth Services LLC

Kestra Private Wealth Services LLC increased its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 14.2% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 274,028 shares of the company’s stock after purchasing an additional 33,991 shares […]
Your Advocates Ltd Mosaic Advisors Exchange Commission Kestra Private Wealth Services Cullen Frost Bankers Inc Fintrust Capital Advisors
Source: wkrb13.com

Sax Wealth Advisors LLC Reduces Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Sax Wealth Advisors LLC lowered its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 36.5% during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 31,827 shares of the company’s stock after selling 18,264 shares during the period. Sax […]
New York United States Company Profile Parkside Financial Bank Vitalstone Financial Sax Wealth Advisors

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Sax Wealth Advisors LLC Decreases Stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Sax Wealth Advisors LLC lowered its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 36.5% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 31,827 shares of the company’s stock after selling 18,264 shares during […]
Cullen Frost Bankers Inc Mosaic Advisors Fintrust Capital Advisors Agincourt Capital Management Sax Wealth Advisors Your Advocates Ltd

iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Stock Position Cut by Glass Jacobson Investment Advisors llc

Glass Jacobson Investment Advisors llc decreased its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 66.0% in the 3rd quarter, HoldingsChannel.com reports. The firm owned 1,300 shares of the company’s stock after selling 2,518 shares during the period. Glass Jacobson Investment Advisors llc’s holdings in iShares Core U.S. […]
Jones Financial Companies Lllp Moneta Group Investment Advisors Raymond James Associates Wells Fargo Company Envestnet Asset Management Inc Glass Jacobson Investment Advisors
Source: wkrb13.com

iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Shares Bought by Archvest Wealth Advisors Inc.

Archvest Wealth Advisors Inc. raised its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 17.0% in the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 231,649 shares of the company’s stock after buying an additional 33,653 shares during […]
Investors Inc Clearstead Advisors Archvest Wealth Advisors Inc Patron Partners Barclays Plc Financial Counselors Inc

Van Hulzen Asset Management LLC Trims Stock Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Van Hulzen Asset Management LLC cut its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 3.1% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 111,668 shares of the company’s stock after selling 3,541 shares during […]
Mosaic Advisors Agincourt Capital Management Van Hulzen Asset Management Exchange Commission Your Advocates Ltd Cullen Frost Bankers Inc

Intelligence Driven Advisers LLC Has $299,000 Stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Intelligence Driven Advisers LLC reduced its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 22.0% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 3,215 shares of the company’s stock after selling 906 shares during the […]
New York United States Parkside Financial Bank First Manhattan Co Capital Investment Counsel Inc Avalon Trust Co
Source: wkrb13.com

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