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Evanson Asset Management LLC Has $323,000 Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Evanson Asset Management LLC cut its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 55.6% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 3,430 shares of the company’s stock after selling 4,298 shares during the quarter. Evanson […]
New York United States First Manhattan Co Avalon Trust Co Exchange Commission Evanson Asset Management

Trust Co. of Toledo NA OH Sells 373 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Trust Co. of Toledo NA OH lessened its holdings 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 SEC. The fund owned 2,457 shares of the company’s stock after selling 373 shares during the period. Trust Co. […]
Raymond James Associates Moneta Group Investment Advisors Envestnet Asset Management Inc Ltd Zurich Mercer Global Advisors Inc Bank Julius Baer Co

One Day In July LLC Purchases 2,886 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

One Day In July LLC raised its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 6.3% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 48,481 shares of the company’s stock after purchasing an […]
Envestnet Asset Management Inc Jones Financial Companies Lllp Raymond James Associates Moneta Group Investment Advisors Exchange Commission Day In July
Source: wkrb13.com

KG&L Capital Management LLC Acquires 879 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

KG&L Capital Management LLC raised its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 2.4% during the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 38,018 shares of the company’s stock after acquiring an additional 879 shares during the quarter. iShares […]
New York United States Parkside Financial Bank Kgl Capital Management Vitalstone Financial First Manhattan Co

KG&L Capital Management LLC Boosts Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

KG&L Capital Management LLC grew its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 2.4% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 38,018 shares of the company’s stock after acquiring an additional 879 shares during […]
Grimes Company Inc Wealth Advisors Capital Inc Exchange Commission Kgl Capital Management Oak Harbor Wealth Partners

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Ballast Advisors LLC Lowers Stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Ballast Advisors LLC lessened its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 0.2% during the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 154,468 shares of the company’s stock after selling 243 shares during the period. iShares Core U.S. Aggregate […]
New York United States Parkside Financial Bank Vitalstone Financial Steph Co Securities Exchange Commission
Source: wkrb13.com

McGlone Suttner Wealth Management Inc. Has $7.84 Million Stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

McGlone Suttner Wealth Management Inc. raised its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 236.0% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 83,294 shares of the company’s stock after purchasing an additional 58,503 shares during the […]
Exchange Commission Bank Julius Baer Co Raymond James Associates Envestnet Asset Management Inc Moneta Group Investment Advisors Ltd Zurich

Cahaba Wealth Management Inc. Grows Stock Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Cahaba Wealth Management Inc. increased its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 1.2% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 1,302,294 shares of the company’s stock after acquiring an […]
New York United States Vitalstone Financial Cahaba Wealth Management Inc Parkside Financial Bank Exchange Commission
Source: wkrb13.com

Measured Wealth Private Client Group LLC Lowers Stock Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Measured Wealth Private Client Group LLC cut its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 8.2% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 61,320 shares of the company’s stock after selling 5,447 shares during the quarter. […]
New York United States Vitalstone Financial Company Profile First Manhattan Co Avalon Trust Co
Source: wkrb13.com

iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Shares Purchased by Cornerstone Wealth Group LLC

Cornerstone Wealth Group LLC boosted its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 3.4% in the third quarter, according to the company in its most recent disclosure with the SEC. The firm owned 364,334 shares of the company’s stock after purchasing an additional 12,043 shares during the […]
Pathstone Family Office Gries Financial Chapin Davis Inc Cornerstone Wealth Group Wealthsource Partners Free Report
Source: wkrb13.com

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