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Prime Capital Investment Advisors LLC Grows Stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Prime Capital Investment Advisors LLC raised its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 37.0% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 1,426,943 shares of the company’s stock after buying an additional […]
Exchange Commission Carmichael Hill Associates Inc Wealthsource Partners Chapin Davis Inc Capital Investment Advisors Company Profile

Total Clarity Wealth Management Inc. Sells 661 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Total Clarity Wealth Management Inc. reduced its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 10.9% in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 5,376 shares of the company’s stock after selling 661 shares during the quarter. […]
Clarity Wealth Management Inc Kgl Capital Management Leavell Investment Management Inc Milestone Asset Management Securities Exchange Commission Carmichael Hill Associates Inc

Total Clarity Wealth Management Inc. Reduces Stock Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Total Clarity Wealth Management Inc. lowered its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 10.9% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 5,376 shares of the company’s stock after selling 661 shares during the quarter. […]
United States Baltimore Washington Financial Advisors Inc Empirical Financial Services Clarity Wealth Management Inc Michigan Advisors Worth Asset Management

Farmers & Merchants Investments Inc. Cuts Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Farmers & Merchants Investments Inc. lessened its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 16.3% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 57,756 shares of the company’s stock after selling 11,238 shares […]
Long Run Wealth Advisors Wealthsource Partners Company Profile Exchange Commission Farmers Merchants Investments Inc Chapin Davis Inc
Source: wkrb13.com

Parcion Private Wealth LLC Lowers Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Parcion Private Wealth LLC decreased its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 96.8% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 2,550 shares of the company’s stock after selling 77,574 shares during the […]
New York United States Kozak Associates Inc Parkside Financial Bank Annis Gardner Whiting Capital Advisors Parcion Private Wealth

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iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Shares Acquired by Richard W. Paul & Associates LLC

Richard W. Paul & Associates LLC lifted its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 1.9% in the fourth quarter, HoldingsChannel reports. The institutional investor owned 50,156 shares of the company’s stock after buying an additional 958 shares during the quarter. iShares Core U.S. Aggregate Bond ETF makes up […]
United States Exchange Commission Richardw Paul Associates Baltimore Washington Financial Advisors Inc Worth Asset Management Michigan Advisors

iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Stock Position Boosted by Richard W. Paul & Associates LLC

Richard W. Paul & Associates LLC raised its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 1.9% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 50,156 shares of the company’s stock after acquiring […]
New York United States Parkside Financial Bank Richardw Paul Associates Kozak Associates Inc Exchange Commission

Panoramic Investment Advisors LLC Cuts Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Panoramic Investment Advisors LLC decreased its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 67.5% during the fourth quarter, Holdings Channel reports. The firm owned 14,952 shares of the company’s stock after selling 31,125 shares during the quarter. iShares Core U.S. Aggregate Bond ETF comprises 1.3% of Panoramic Investment Advisors […]
Richardw Paul Associates Legacy Wealth Management Inc Panoramic Investment Advisors Heartland Bank Trust Co Holdings Channel Strategiq Financial Group

LVZ Inc. Has $27.69 Million Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

LVZ Inc. trimmed its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 1.6% in the fourth quarter, according to its most recent filing with the SEC. The fund owned 279,030 shares of the company’s stock after selling 4,637 shares during the period. iShares Core U.S. Aggregate Bond ETF accounts for […]
Wealthsource Partners Chapin Davis Inc O Connor Financial Group Lvz Inc Company Profile Long Run Wealth Advisors

iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) is LVZ Inc.'s 9th Largest Position

LVZ Inc. decreased its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 1.6% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 279,030 shares of the company’s stock after selling 4,637 shares during the quarter. iShares Core U.S. […]
Wealthsource Partners Chapin Davis Inc Exchange Commission Lvz Inc O Connor Financial Group Long Run Wealth Advisors
Source: wkrb13.com

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