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Westside Investment Management Inc. Has $6.36 Million Stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Westside Investment Management Inc. grew its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 2.5% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 63,891 shares of the company’s stock after acquiring an additional 1,580 […]
New York United States Lombard Odier Scm Ruedi Wealth Management Inc Company Profile Exchange Commission

Level Four Advisory Services LLC Raises Stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Level Four Advisory Services LLC raised its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 18.1% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 54,967 shares of the company’s stock after purchasing an additional 8,437 […]
United States America Corp Level Four Advisory Services Us Bancorp Envestnet Asset Management Inc Exchange Commission

Golden State Equity Partners Takes $1.56 Million Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Golden State Equity Partners bought a new stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) in the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm bought 15,622 shares of the company’s stock, valued at approximately $1,557,000. Several other large investors also […]
Tempus Wealth Planning Securities Exchange Commission Key Financial Inc Pathstone Family Office Benin Management Beta Wealth Group Inc

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O Brien Wealth Partners LLC Lowers Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

O Brien Wealth Partners LLC cut its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 1.8% during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 95,794 shares of the company’s stock after selling 1,782 shares […]
New York United States Lombard Odier Scm First Manhattan Co Steph Co Wealth Strategies Group

Matrix Private Capital Group LLC Sells 3,925 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Matrix Private Capital Group LLC trimmed its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 57.1% in the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 2,948 shares of the company’s stock after selling 3,925 shares during […]
United States First Citizens Bank Trust Co Envestnet Asset Management Inc Us Bancorp Moneta Group Investment Advisors Matrix Private Capital Group

Cetera Investment Advisers Reduces Stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Cetera Investment Advisers reduced its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 10.6% in the 1st quarter, Holdings Channel reports. The institutional investor owned 1,401,099 shares of the company’s stock after selling 166,515 shares during the period. iShares Core U.S. Aggregate Bond ETF accounts for approximately 1.2% of Cetera […]
Securities Exchange Commission Company Profile Holdings Channel Stadion Money Management Stephens Inc Asset Management Group Inc
Source: wkrb13.com

Cetera Investment Advisers Sells 166,515 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Cetera Investment Advisers lessened its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 10.6% during the 1st quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 1,401,099 shares of the company’s stock after selling 166,515 shares during the period. iShares Core U.S. Aggregate […]
New York United States Lombard Odier Scm Wealth Strategies Group Company Profile Securities Exchange Commission

Fountainhead AM LLC Sells 554 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Fountainhead AM LLC decreased its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 5.9% during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 8,832 shares of the company’s stock after selling 554 shares during the […]
United States Jones Financial Companies Lllp Moneta Group Investment Advisors Company Profile America Corp Exchange Commission

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