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Sovereign Financial Group Inc. Cuts Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Sovereign Financial Group Inc. cut its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 32.2% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 17,091 shares of the company’s stock after selling 8,101 shares during the […]
United States Wealth Enhancement Advisory Services Raymond James Associates Sovereign Financial Group Inc America Corp Company Profile

iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Stock Holdings Lowered by Great Diamond Partners LLC

Great Diamond Partners LLC reduced its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 0.7% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 78,716 shares of the company’s stock after selling 588 shares during the period. iShares Core […]
United States Morgan Stanley America Corp Envestnet Asset Management Inc Great Diamond Partners Raymond James Associates
Source: wkrb13.com

Holistic Financial Partners Sells 286 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Holistic Financial Partners cut its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 4.9% during the 1st quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 5,510 shares of the company’s stock after selling 286 shares during the quarter. Holistic […]
Cable Hill Partners Edge Capital Group Securities Exchange Commission Wealth Management Whitegate Investment Counselors Inc Holistic Financial Partners
Source: wkrb13.com

Holistic Financial Partners Lowers Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Holistic Financial Partners reduced its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 4.9% during the 1st quarter, according to its most recent filing with the SEC. The firm owned 5,510 shares of the company’s stock after selling 286 shares during the period. Holistic Financial Partners’ holdings in […]
New York United States Lombard Odier Scm Company Profile Financial Strategies Group Roble Belko Company Inc

J.W. Cole Advisors Inc. Has $6.95 Million Stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

J.W. Cole Advisors Inc. reduced its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 12.5% in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 69,742 shares of the company’s stock after selling 9,922 shares during the […]
United States Empirical Financial Services Worth Asset Management Exchange Commission Jw Cole Advisors Inc Laurel Wealth Advisors Inc

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Signature Estate & Investment Advisors LLC Cuts Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Signature Estate & Investment Advisors LLC lessened its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 96.4% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 29,318 shares of the company’s stock after selling […]
United States Laurel Wealth Advisors Inc Exchange Commission Signature Estate Investment Advisors Company Profile Empirical Financial Services

AlphaStar Capital Management LLC Grows Stock Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

AlphaStar Capital Management LLC lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 99.3% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 29,061 shares of the company’s stock after acquiring an additional 14,483 shares during the […]
United States Baltimore Washington Financial Advisors Inc Laurel Wealth Advisors Inc Exchange Commission Worth Asset Management Alphastar Capital Management

ZRC Wealth Management LLC Makes New Investment in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

ZRC Wealth Management LLC bought a new position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) in the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm bought 45,228 shares of the company’s stock, valued at approximately $4,506,000. iShares Core […]
United States Zrc Wealth Management America Corp Wealth Management Wealth Enhancement Advisory Services Geisinger Health

Commonwealth Retirement Investments LLC Has $4.81 Million Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Commonwealth Retirement Investments LLC boosted its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 1.1% in the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 48,287 shares of the company’s stock after purchasing an additional 519 shares […]
Dfpg Investments Ridgewood Investments Daymark Wealth Partners Commonwealth Retirement Investments Baker Tilly Wealth Management Securities Exchange Commission

Arrow Financial Corp Has $4.61 Million Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Arrow Financial Corp reduced its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 10.9% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 46,306 shares of the company’s stock after selling 5,646 shares during the […]
United States Envestnet Asset Management Inc America Corp Exchange Commission Moneta Group Investment Advisors Arrow Financial Corp

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