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Patriot Financial Group Insurance Agency LLC Has $2.65 Million Stock Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Patriot Financial Group Insurance Agency LLC raised its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 5.5% during the second quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 27,071 shares of the company’s stock after purchasing an additional 1,413 shares […]
Beacon Financial Advisory Patriot Financial Group Insurance Agency Impact Partnership Wealth Wealthcare Advisory Partners Bowman Co Free Report

iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Shares Purchased by Chesley Taft & Associates LLC

Chesley Taft & Associates LLC increased its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 5.8% during the 2nd quarter, according to its most recent filing with the SEC. The institutional investor owned 110,061 shares of the company’s stock after acquiring an additional 6,050 shares during the period. […]
Hengehold Capital Management Investment Advisors Inc Long Run Wealth Advisors Great Diamond Partners Chesley Taft Associates Centennial Wealth Advisory
Source: wkrb13.com

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

Long Run Wealth Advisors LLC grew its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 3.7% in the second quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 19,979 shares of the company’s stock after acquiring an additional 711 shares during […]
New York United States Lombard Odier Scm Company Profile Securities Exchange Commission Steph Co
Source: wkrb13.com

Noble Family Wealth LLC Sells 151 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Noble Family Wealth LLC cut its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 1.5% in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 9,955 shares of the company’s stock after selling 151 shares during […]
Beta Wealth Group Inc Noble Family Wealth Securities Exchange Commission Benin Management Pathstone Family Office Key Financial Inc

Sowa Financial Group Inc. Has $1.36 Million Stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Sowa Financial Group Inc. raised its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 29.5% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 13,926 shares of the company’s stock after buying an additional 3,175 shares during the period. iShares […]
New York United States Lombard Odier Scm First Manhattan Co Sowa Financial Group Inc Steph Co

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Tennessee Valley Asset Management Partners Makes New $384,000 Investment in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Tennessee Valley Asset Management Partners bought a new position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm bought 3,925 shares of the company’s stock, valued at approximately $384,000. […]
New York United States Lombard Odier Scm Wealth Strategies Group Company Profile First Manhattan Co

iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Stock Position Raised by Beacon Financial Advisory LLC

Beacon Financial Advisory LLC lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 49.6% in the 2nd quarter, HoldingsChannel.com reports. The fund owned 4,679 shares of the company’s stock after acquiring an additional 1,551 shares during the quarter. Beacon Financial Advisory LLC’s holdings in iShares Core U.S. […]
New York United States Lombard Odier Scm Steph Co Ruedi Wealth Management Inc Beacon Financial Advisory
Source: wkrb13.com

Beacon Financial Advisory LLC Increases Stock Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Beacon Financial Advisory LLC raised its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 49.6% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 4,679 shares of the company’s stock after purchasing an additional 1,551 shares during the quarter. Beacon […]
New York United States Lombard Odier Scm Exchange Commission Steph Co First Manhattan Co

Donaldson Capital Management LLC Sells 16,270 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Donaldson Capital Management LLC cut its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 34.3% in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 31,193 shares of the company’s stock after selling 16,270 […]
United States Donaldson Capital Management Exchange Commission Baltimore Washington Financial Advisors Inc Company Profile Empirical Financial Services
Source: wkrb13.com

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

Centerpoint Advisors LLC lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 17.3% in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 1,085 shares of the company’s stock after buying an additional 160 shares […]
New York United States Lombard Odier Scm First Manhattan Co Steph Co Exchange Commission

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