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3D L Capital Management LLC Sells 1,451 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

3D L Capital Management LLC cut its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 35.8% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 2,601 shares of the company’s stock after selling 1,451 shares during the […]
New York United States Exchange Commission Dl Capital Management Nordwand Advisors True Wealth Design

iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Shares Purchased by Nordwand Advisors LLC

Nordwand Advisors LLC boosted its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 136.9% in the second quarter, according to the company in its most recent filing with the SEC. The firm owned 893 shares of the company’s stock after acquiring an additional 516 shares during the quarter. […]
First Citizens Bank Trust Co Moneta Group Investment Advisors Ltd Zurich Raymond James Associates Nordwand Advisors Envestnet Asset Management Inc

iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Holdings Increased by Econ Financial Services Corp

Econ Financial Services Corp grew its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 17.4% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 65,692 shares of the company’s stock after purchasing an additional 9,748 […]
Sowa Financial Group Inc Exchange Commission Cullen Frost Bankers Inc Econ Financial Services Corp Free Report Financial Services Corp

iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Shares Sold by Haverford Trust Co

Haverford Trust Co lessened its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 62.9% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 30,041 shares of the company’s stock after selling 50,979 shares […]
New York United States First Manhattan Co Worth Asset Management Exchange Commission Haverford Trust Co
Source: wkrb13.com

Wilbanks Smith & Thomas Asset Management LLC Has $10.60 Million Stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Wilbanks Smith & Thomas Asset Management LLC reduced its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 72.1% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 108,202 shares of the company’s stock after selling 280,005 shares during […]
Exchange Commission Wilbanks Smith Thomas Asset Management Ltd Zurich Moneta Group Investment Advisors Bank Julius Baer Co Envestnet Asset Management Inc
Source: wkrb13.com

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Wilbanks Smith & Thomas Asset Management LLC Lowers Stock Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Wilbanks Smith & Thomas Asset Management LLC decreased its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 72.1% during the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 108,202 shares of the company’s stock after selling 280,005 shares during the […]
New York United States Exchange Commission True Wealth Design Nordwand Advisors Wilbanks Smith Thomas Asset Management

GSB Wealth Management LLC Sells 940 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

GSB Wealth Management LLC trimmed its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 6.1% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 14,362 shares of the company’s stock after selling 940 shares during the quarter. GSB Wealth Management […]
United States Baltimore Washington Financial Advisors Inc Empirical Financial Services Company Profile Laurel Wealth Advisors Inc Michigan Advisors

3,924 Shares in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Acquired by Brown Wealth Management LLC

Brown Wealth Management LLC purchased a new position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) in the second quarter, Holdings Channel.com reports. The institutional investor purchased 3,924 shares of the company’s stock, valued at approximately $384,000. A number of other institutional investors and hedge funds have also recently modified […]
Holdings Channel Envestnet Asset Management Inc Morgan Stanley Moneta Group Investment Advisors Company Profile Raymond James Associates

Modera Wealth Management LLC Has $11.71 Million Stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Modera Wealth Management LLC increased its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 353.5% in the 2nd quarter, HoldingsChannel.com reports. The firm owned 119,534 shares of the company’s stock after acquiring an additional 93,178 shares during the period. Modera Wealth Management LLC’s holdings in iShares Core U.S. […]
Company Profile Slatestone Wealth Wealth Advisors Sch Financial Advisors Inc Modera Wealth Management Second Half Financial Partners

Red Wave Investments LLC Sells 560 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Red Wave Investments LLC reduced its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 19.5% during the second quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 2,313 shares of the company’s stock after selling 560 shares during the quarter. Red Wave […]
Ridgewood Investments Sowa Financial Group Inc Red Wave Investments Cullen Frost Bankers Inc Free Report Wave Investments

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