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Sunflower Bank N.A. Sells 4,856 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Sunflower Bank N.A. lessened its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 1.1% during the third quarter, Holdings Channel reports. The firm owned 425,516 shares of the company’s stock after selling 4,856 shares during the period. iShares Core U.S. Aggregate Bond ETF makes up about 9.6% of Sunflower Bank […]
Bank Julius Baer Co Moneta Group Investment Advisors Ltd Zurich Holdings Channel First Citizens Bank Trust Co Raymond James Associates

OneAscent Financial Services LLC Takes $294,000 Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

OneAscent Financial Services LLC purchased a new position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) in the 3rd quarter, according to the company in its most recent filing with the SEC. The fund purchased 3,123 shares of the company’s stock, valued at approximately $294,000. A number of other institutional […]
Envestnet Asset Management Inc First Citizens Bank Trust Co Raymond James Associates Oneascent Financial Services Bank Julius Baer Co Ltd Zurich
Source: wkrb13.com

iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) is Prentice Wealth Management LLC's 2nd Largest Position

Prentice Wealth Management LLC boosted its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 47.7% during the third quarter, Holdings Channel.com reports. The fund owned 267,951 shares of the company’s stock after acquiring an additional 86,481 shares during the period. iShares Core U.S. Aggregate Bond ETF accounts for 11.4% of […]
Sowa Financial Group Inc Prentice Wealth Management Holdings Channel Cullen Frost Bankers Inc Agincourt Capital Management Free Report

Prentice Wealth Management LLC Increases Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Prentice Wealth Management LLC grew its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 47.7% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 267,951 shares of the company’s stock after buying an additional 86,481 shares […]
Wealthsource Partners Exchange Commission Chapin Davis Inc Pathstone Family Office Prentice Wealth Management Gries Financial

Auour Investments LLC Has $1.74 Million Stock Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Auour Investments LLC decreased its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 1.3% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 18,698 shares of the company’s stock after selling 244 shares during the period. Auour […]
New York United States Parkside Financial Bank Vitalstone Financial Exchange Commission Steph Co

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

Sunflower Bank N.A. decreased its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 1.1% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 425,516 shares of the company’s stock after selling 4,856 shares during […]
New York United States Company Profile Steph Co First Manhattan Co Securities Exchange Commission

Weaver Consulting Group Sells 295 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Weaver Consulting Group lowered its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 8.1% in the 3rd quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 3,346 shares of the company’s stock after selling 295 shares during the period. Weaver Consulting Group’s holdings in […]
Wells Fargo Company Envestnet Asset Management Inc Jones Financial Companies Lllp Raymond James Associates Weaver Consulting Group Moneta Group Investment Advisors
Source: wkrb13.com

Ullmann Wealth Partners Group LLC Cuts Stock Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Ullmann Wealth Partners Group LLC lessened 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 firm owned 32,054 shares of the company’s stock after selling 7,322 shares during the […]
Ullmann Wealth Partners Group Exchange Commission Company Profile Wealthsource Partners Gries Financial Pathstone Family Office

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