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Wescott Financial Advisory Group LLC Reduces Stock Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Wescott Financial Advisory Group LLC reduced its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 77.9% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 85,566 shares of the company’s stock after selling 301,252 shares during […]
Benin Management Beta Wealth Group Inc Tempus Wealth Planning Pathstone Family Office Exchange Commission Wescott Financial Advisory Group

25 LLC Buys Shares of 5,287 iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

25 LLC purchased a new stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) during the 1st quarter, according to its most recent disclosure with the SEC. The fund purchased 5,287 shares of the company’s stock, valued at approximately $524,000. iShares Core U.S. Aggregate Bond ETF comprises about 0.3% of […]
New York United States Lombard Odier Scm First Manhattan Co Company Profile Millennium Group

iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Shares Sold by Keybank National Association OH

Keybank National Association OH trimmed its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 6.8% in the first quarter, Holdings Channel reports. The fund owned 920,236 shares of the company’s stock after selling 67,125 shares during the period. Keybank National Association OH’s holdings in iShares Core U.S. Aggregate […]
United States Holdings Channel Keybank National Association Empirical Financial Services Laurel Wealth Advisors Inc Michigan Advisors

Ballast Advisors LLC Has $14.54 Million Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Ballast Advisors LLC increased its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 6.1% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 145,912 shares of the company’s stock after buying an […]
New York United States Lombard Odier Scm Exchange Commission Millennium Group First Manhattan Co

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US Bancorp DE Has $2.17 Billion Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

US Bancorp DE lifted its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 31.6% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 21,776,403 shares of the company’s stock after purchasing an additional 5,226,719 shares during […]
Lombard Odier Scm Millennium Group Wealth Strategies Group Ruedi Wealth Management Inc Company Profile Roble Belko Company Inc
Source: wkrb13.com

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

Beaumont Financial Advisors LLC grew its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 14.1% in the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 8,385 shares of the company’s stock after buying an additional 1,036 […]
United States America Corp Envestnet Asset Management Inc Moneta Group Investment Advisors Company Profile Securities Exchange Commission
Source: wkrb13.com

Stokes Family Office LLC Has $891,000 Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Stokes Family Office LLC grew its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 24.2% in the first quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 8,939 shares of the company’s stock after buying an additional 1,741 shares during the […]
New York United States Lombard Odier Scm Roble Belko Company Inc Millennium Group First Manhattan Co

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

NewEdge Wealth LLC cut its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 10.7% during the 1st quarter, HoldingsChannel.com reports. The institutional investor owned 36,293 shares of the company’s stock after selling 4,343 shares during the quarter. NewEdge Wealth LLC’s holdings in iShares Core U.S. Aggregate Bond ETF […]
Wealth Partners Vantage Financial Partners Phillips Financial Management Newedge Wealth Company Profile Hamilton Wealth
Source: wkrb13.com

Sompo Asset Management Co. Ltd. Acquires 52,565 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Sompo Asset Management Co. Ltd. lifted its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 182.3% during the first quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 81,402 shares of the company’s stock after buying an additional 52,565 shares […]
New York United States Lombard Odier Scm Roble Belko Company Inc Millennium Group First Manhattan Co

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