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J.Safra Asset Management Corp Has $4.05 Million Stock Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

J.Safra Asset Management Corp decreased its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 1.0% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 41,364 shares of the company’s stock after selling 420 shares […]
Envestnet Asset Management Inc Company Profile Morgan Stanley J Safra Asset Management Corp Safra Asset Management Corp Jones Financial Companies Lllp
Source: wkrb13.com

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

IFP Advisors Inc grew its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 5.6% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 46,619 shares of the company’s stock after purchasing an additional 2,464 shares during […]
Ridgewood Investments Sowa Financial Group Inc Ifp Advisors Inc Securities Exchange Commission Advisors Inc Free Report

REDW Wealth LLC Trims Stock Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

REDW Wealth LLC trimmed its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 7.2% in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 17,498 shares of the company’s stock after selling 1,359 shares […]
Company Profile Key Financial Inc Gries Financial Pathstone Family Office Exchange Commission Benin Management

Register Financial Advisors LLC Grows Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Register Financial Advisors LLC lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 9.6% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 6,352 shares of the company’s stock after buying an additional 556 […]
New York United States Nordwand Advisors True Wealth Design Steph Co Register Financial Advisors
Source: wkrb13.com

Cullen Frost Bankers Inc. Buys 13,733 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Cullen Frost Bankers Inc. increased its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 4.9% during the 2nd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 293,430 shares of the company’s stock after acquiring an additional 13,733 shares during the period. Cullen […]
New York United States Nordwand Advisors Steph Co Cullen Frost Bankers Inc Wealth Strategies Group
Source: wkrb13.com

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Apollon Wealth Management LLC Has $14.33 Million Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Apollon Wealth Management LLC boosted its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 46.2% during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 146,305 shares of the company’s stock after buying an additional […]
Apollon Wealth Management Exchange Commission Pathstone Family Office Benin Management Gries Financial Key Financial Inc

Facet Wealth Inc. Reduces Stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Facet Wealth Inc. lessened its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 94.2% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 13,692 shares of the company’s stock after selling 223,078 shares during the […]
United States Exchange Commission Empirical Financial Services Laurel Wealth Advisors Inc Worth Asset Management Facet Wealth Inc
Source: wkrb13.com

Facet Wealth Inc. Sells 223,078 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Facet Wealth Inc. decreased its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 94.2% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 13,692 shares of the company’s stock after selling 223,078 shares during the period. […]
Company Profile Exchange Commission Sowa Financial Group Inc Facet Wealth Inc Ridgewood Investments Facet Wealth

Coldstream Capital Management Inc. Grows Stock Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Coldstream Capital Management Inc. lifted its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 21.4% during the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 16,504 shares of the company’s stock after purchasing an additional 2,904 shares during the period. Coldstream […]
United States Securities Exchange Commission Coldstream Capital Management Inc Laurel Wealth Advisors Inc Michigan Advisors Worth Asset Management
Source: wkrb13.com

Mackenzie Financial Corp Has $147.61 Million Stock Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Mackenzie Financial Corp boosted its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 1.3% in the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,512,700 shares of the company’s stock after buying an additional 19,000 shares during the period. […]
Sowa Financial Group Inc Exchange Commission Ridgewood Investments Mackenzie Financial Corp Free Report Financial Corp
Source: wkrb13.com

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