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Great Valley Advisor Group Inc. Purchases 40,080 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Great Valley Advisor Group Inc. grew its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 20.2% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 238,624 shares of the company’s stock after acquiring an additional 40,080 shares during the […]
Lombard Odier Scm Company Profile Farmers Merchants Trust Co Roble Belko Company Inc Financial Strategies Group Exchange Commission

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

Inscription Capital LLC boosted its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 6.7% in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 10,359 shares of the company’s stock after buying an additional 650 shares during the quarter. Inscription […]
Lombard Odier Scm Inscription Capital Financial Strategies Group Millennium Group Exchange Commission Ruedi Wealth Management Inc

Security Financial Services INC. Sells 7,853 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Security Financial Services INC. lowered its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 10.3% during the first quarter, Holdings Channel reports. The firm owned 68,718 shares of the company’s stock after selling 7,853 shares during the period. iShares Core U.S. Aggregate Bond ETF makes up approximately 2.1% of Security […]
Lombard Odier Scm Holdings Channel Financial Strategies Group Security Financial Services Farmers Merchants Trust Co Millennium Group

iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Shares Sold by Vicus Capital

Vicus Capital reduced its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 19.1% during the first quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 359,669 shares of the company’s stock after selling 85,137 shares during the quarter. iShares Core U.S. Aggregate […]
United States America Corp Envestnet Asset Management Inc Morgan Stanley Raymond James Associates Moneta Group Investment Advisors

Friedenthal Financial Has $307,000 Stock Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Friedenthal Financial decreased its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 93.3% during the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 3,077 shares of the company’s stock after selling 43,120 shares during the […]
Exencial Wealth Advisors Advisory Alpha Waldron Private Wealth Securities Exchange Commission Company Profile Victory Capital Management Inc

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

Advisory Alpha LLC grew its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 3.5% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 7,151 shares of the company’s stock after buying an additional 243 shares during […]
Dfpg Investments Advisory Alpha Daymark Wealth Partners Baker Tilly Wealth Management Exchange Commission Ridgewood Investments
Source: wkrb13.com

Oakworth Capital Inc. Increases Stock Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Oakworth Capital Inc. increased its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 0.5% during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 906,060 shares of the company’s stock after purchasing an additional 4,290 shares […]
Oakworth Capital Inc Daymark Wealth Partners Exchange Commission Baker Tilly Wealth Management Dfpg Investments Ridgewood Investments

Money Concepts Capital Corp Has $2.12 Million Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Money Concepts Capital Corp boosted its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 153.5% in the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 147,945 shares of the company’s stock after purchasing an additional 89,576 shares […]
United States Company Profile Securities Exchange Commission Envestnet Asset Management Inc Raymond James Associates Money Concepts Capital Corp

Csenge Advisory Group Has $2.99 Million Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Csenge Advisory Group grew its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 165.5% during the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 29,985 shares of the company’s stock after purchasing an additional 18,693 shares during the period. Csenge Advisory […]
Daymark Wealth Partners Dfpg Investments Ridgewood Investments Csenge Advisory Group Securities Exchange Commission Baker Tilly Wealth Management

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