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Schiavi & Co LLC Has $2.34 Million Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Schiavi & Co LLC lowered its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 16.6% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 23,520 shares of the company’s stock after selling 4,694 shares during the quarter. iShares […]
Key Financial Inc Schiavi Co Tempus Wealth Planning Branch Capital Benin Management Exchange Commission

Arrow Financial Corp Reduces Stock Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Arrow Financial Corp decreased its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 10.9% during the first quarter, according to the company in its most recent disclosure with the SEC. The firm owned 46,306 shares of the company’s stock after selling 5,646 shares during the quarter. Arrow Financial Corp’s holdings […]
Lombard Odier Scm Roble Belko Company Inc Farmers Merchants Trust Co Millennium Group Financial Strategies Group Company Profile
Source: wkrb13.com

Perigon Wealth Management LLC Buys 27,885 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Perigon Wealth Management LLC lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 23.0% during the first quarter, HoldingsChannel.com reports. The institutional investor owned 149,050 shares of the company’s stock after acquiring an additional 27,885 shares during the quarter. iShares Core U.S. Aggregate Bond ETF accounts for […]
Perigon Wealth Management Dfpg Investments Daymark Wealth Partners Baker Tilly Wealth Management Ridgewood Investments Free Report

TCI Wealth Advisors Inc. Sells 56,862 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

TCI Wealth Advisors Inc. reduced its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 52.2% during the 1st quarter, Holdings Channel reports. The fund owned 51,995 shares of the company’s stock after selling 56,862 shares during the period. iShares Core U.S. Aggregate Bond ETF makes up about 0.7% of TCI […]
Daymark Wealth Partners Tci Wealth Advisors Inc Holdings Channel Wealth Advisors Inc Baker Tilly Wealth Management Dfpg Investments

Gryphon Financial Partners LLC Has $2.59 Million Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Gryphon Financial Partners LLC trimmed its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 58.0% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 25,967 shares of the company’s stock after selling 35,912 shares during the period. iShares […]
Branch Capital Tempus Wealth Planning Gryphon Financial Partners Mosaic Advisors Benin Management Exchange Commission

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iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Shares Purchased by Sumitomo Mitsui DS Asset Management Company Ltd

Sumitomo Mitsui DS Asset Management Company Ltd lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 7.4% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 10,935 shares of the company’s stock after buying […]
Lombard Odier Scm Financial Strategies Group Roble Belko Company Inc Farmers Merchants Trust Co Exchange Commission Millennium Group

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

Summit Financial LLC increased its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 5.5% during the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 24,250 shares of the company’s stock after buying an additional […]
Lombard Odier Scm Roble Belko Company Inc Ruedi Wealth Management Inc Financial Strategies Group Millennium Group Exchange Commission
Source: wkrb13.com

Smith Salley & Associates Trims Stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Smith Salley & Associates decreased its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 62.1% in the 1st quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 7,455 shares of the company’s stock after selling 12,228 shares during the period. Smith […]
United States Geisinger Health Smith Salley Associates Moneta Group Investment Advisors Raymond James Associates Wealth Enhancement Advisory Services

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

Rebalance LLC boosted its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 1.4% in the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 536,794 shares of the company’s stock after purchasing an additional 7,273 shares during the quarter. iShares Core […]
Benin Management Key Financial Inc Exchange Commission Tempus Wealth Planning Mosaic Advisors Branch Capital

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