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Stratos Wealth Partners LTD. Reduces Stock Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Stratos Wealth Partners LTD. lessened its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 0.6% during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 96,220 shares of the company’s stock after selling 535 shares […]
Envestnet Asset Management Inc Us Bancorp First Citizens Bank Trust Co Stratos Wealth Partners Moneta Group Investment Advisors Exchange Commission

Diversified Trust Co Has $14 Million Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Diversified Trust Co increased its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 19.1% in the 2nd quarter, HoldingsChannel reports. The institutional investor owned 142,930 shares of the company’s stock after purchasing an additional 22,903 shares during the quarter. iShares Core U.S. Aggregate Bond ETF makes up approximately 0.5% of […]
New York United States Lombard Odier Scm Company Profile First Manhattan Co Steph Co

Zhang Financial LLC Sells 1,507 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Zhang Financial LLC lowered its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 8.0% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 17,403 shares of the company’s stock after selling 1,507 […]
Securities Exchange Commission Morgan Stanley Envestnet Asset Management Inc Moneta Group Investment Advisors Zhang Financial Raymond James Associates
Source: wkrb13.com

Diversified Trust Co Raises Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Diversified Trust Co increased its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 19.1% in the 2nd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 142,930 shares of the company’s stock after purchasing an additional 22,903 shares during the quarter. iShares Core […]
Moneta Group Investment Advisors Envestnet Asset Management Inc Morgan Stanley Jones Financial Companies Lllp Raymond James Associates Free Report
Source: wkrb13.com

iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Shares Sold by Avantax Planning Partners Inc.

Avantax Planning Partners Inc. lowered its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 9.7% in the second quarter, Holdings Channel.com reports. The firm owned 74,719 shares of the company’s stock after selling 8,043 shares during the period. Avantax Planning Partners Inc.’s holdings in iShares Core U.S. Aggregate Bond ETF […]
Enterprise Bank Trust Co Erickson Financial Group Avantax Planning Partners Inc Ridgewood Investments Holdings Channel Company Profile

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Silverhawk Asset Management LLC Reduces Stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Silverhawk Asset Management LLC lowered its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 3.3% in the 2nd quarter, according to the company in its most recent filing with the SEC. The firm owned 42,318 shares of the company’s stock after selling 1,437 shares during the quarter. iShares Core U.S. […]
United States Worth Asset Management Laurel Wealth Advisors Inc Empirical Financial Services Michigan Advisors Silverhawk Asset Management
Source: wkrb13.com

Great Diamond Partners LLC Purchases 247 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Great Diamond Partners LLC boosted its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 0.3% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 78,963 shares of the company’s stock after buying an additional 247 […]
New York United States Lombard Odier Scm Steph Co Securities Exchange Commission Wealth Strategies Group

Chesley Taft & Associates LLC Purchases 6,050 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Chesley Taft & Associates LLC increased its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 5.8% during the second quarter, HoldingsChannel.com reports. The firm owned 110,061 shares of the company’s stock after buying an additional 6,050 shares during the period. Chesley Taft & Associates LLC’s holdings in iShares […]
Chesley Taft Associates Exchange Commission Ridgewood Investments Enterprise Bank Trust Co Erickson Financial Group Chesley Taft

Sowa Financial Group Inc. Buys 3,175 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Sowa Financial Group Inc. raised its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 29.5% in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 13,926 shares of the company’s stock after purchasing an additional 3,175 shares […]
Key Financial Inc Beta Wealth Group Inc Sowa Financial Group Inc Benin Management Gries Financial Exchange Commission
Source: wkrb13.com

Long Run Wealth Advisors LLC Purchases 711 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Long Run Wealth Advisors LLC boosted its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 3.7% during the second quarter, Holdings Channel.com reports. The fund owned 19,979 shares of the company’s stock after acquiring an additional 711 shares during the period. Long Run Wealth Advisors LLC’s holdings in iShares Core […]
United States Michigan Advisors Worth Asset Management Empirical Financial Services Laurel Wealth Advisors Inc Long Run Wealth Advisors

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