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Spire Wealth Management Purchases 14,819 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Spire Wealth Management increased its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 4.1% in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 374,850 shares of the company’s stock after acquiring an additional 14,819 shares during the period. iShares […]
Gries Financial Key Financial Inc Godsey Gibb Inc Pathstone Family Office Exchange Commission Spire Wealth Management

Texas Capital Bancshares Inc. TX Purchases 945 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Texas Capital Bancshares Inc. TX raised its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 4.5% in the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 21,887 shares of the company’s stock after purchasing an additional […]
New York United States Texas Capital Bancshares Inc Avalon Trust Co Steph Co Securities Exchange Commission

Texas Capital Bancshares Inc. TX Raises Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Texas Capital Bancshares Inc. TX raised its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 4.5% during the second quarter, Holdings Channel.com reports. The firm owned 21,887 shares of the company’s stock after purchasing an additional 945 shares during the period. iShares Core U.S. Aggregate Bond ETF makes up 1.2% […]
United States Texas Capital Bancshares Inc Empirical Financial Services Worth Asset Management Laurel Wealth Advisors Inc Michigan Advisors
Source: wkrb13.com

iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Shares Sold by Souders Financial Advisors

Souders Financial Advisors cut its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 1.5% during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 85,458 shares of the company’s stock after selling 1,312 shares during […]
United States Michigan Advisors Baltimore Washington Financial Advisors Inc Worth Asset Management Exchange Commission Laurel Wealth Advisors Inc

iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Shares Acquired by Fisher Asset Management LLC

Fisher Asset Management LLC lifted its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 6.5% during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 840,894 shares of the company’s stock after purchasing […]
Jones Financial Companies Lllp Moneta Group Investment Advisors Fisher Asset Management Morgan Stanley Exchange Commission Raymond James Associates
Source: wkrb13.com

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Avalon Trust Co Purchases Shares of 290 iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Avalon Trust Co purchased a new stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) in the second quarter, HoldingsChannel reports. The firm purchased 290 shares of the company’s stock, valued at approximately $28,000. A number of other institutional investors have also made changes to their positions in AGG. Steph […]
New York United States Avalon Trust Co True Wealth Design Nordwand Advisors Steph Co

Sheets Smith Wealth Management Has $1.75 Million Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Sheets Smith Wealth Management lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 8.6% during the second quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 17,842 shares of the company’s stock after acquiring an additional 1,420 shares during the […]
Pathstone Family Office Gries Financial Key Financial Inc Godsey Gibb Inc Securities Exchange Commission Sheets Smith Wealth Management

Advisor OS LLC Buys 61,364 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Advisor OS LLC raised its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 583.9% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 71,874 shares of the company’s stock after acquiring an additional 61,364 shares during the […]
Exchange Commission Vantage Financial Partners Nordwand Advisors Cosner Financial Group Wealth Advisors Hanlon Investment Management Inc

Sequoia Financial Advisors LLC Acquires 46,148 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Sequoia Financial Advisors LLC increased its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 2.5% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,868,097 shares of the company’s stock after purchasing an additional 46,148 […]
Godsey Gibb Inc Exchange Commission Sequoia Financial Advisors Key Financial Inc Company Profile Pathstone Family Office

iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Position Cut by McNaughton Wealth Management LLC

McNaughton Wealth Management LLC lowered its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 14.3% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 20,993 shares of the company’s stock after selling 3,502 shares during […]
New York United States First Manhattan Co Worth Asset Management Steph Co True Wealth Design

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