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Panoramic Investment Advisors LLC Has $1.48 Million Stock Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Panoramic Investment Advisors LLC lowered its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 67.5% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 14,952 shares of the company’s stock after selling 31,125 shares during the […]
W Cole Advisors Inc Fintrust Capital Advisors Jw Cole Advisors Inc Exchange Commission Mosaic Advisors Your Advocates Ltd
Source: wkrb13.com

Pallas Capital Advisors LLC Purchases Shares of 9,175 iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Pallas Capital Advisors LLC acquired a new position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund acquired 9,175 shares of the company’s stock, valued at approximately $911,000. Several other institutional […]
New York United States First Manhattan Co Parkside Financial Bank Kozak Associates Inc Pallas Capital Advisors

iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) is Granite Harbor Advisors Inc.'s 2nd Largest Position

Granite Harbor Advisors Inc. grew its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 2.7% in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 93,416 shares of the company’s stock after purchasing an additional 2,442 shares during the […]
Granite Harbor Advisors Inc Branch Capital Destiny Wealth Partners Flagstar Advisors Inc Synergy Asset Management Mendota Financial Group

iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Announces Dividend of $0.29

IShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Free Report) declared a dividend on Wednesday, November 22nd, NASDAQ reports. Shareholders of record on Tuesday, April 2nd will be given a dividend of 0.2902 per share on Friday, April 5th. The ex-dividend date of this dividend is Monday, April 1st. This is a boost from […]
New York United States True Wealth Design Parkside Financial Bank Worth Asset Management Stonebridge Capital Advisors

iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) is Elwood & Goetz Wealth Advisory Group LLC's 4th Largest Position

Elwood & Goetz Wealth Advisory Group LLC raised its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 9.2% during the 4th quarter, HoldingsChannel reports. The institutional investor owned 396,663 shares of the company’s stock after purchasing an additional 33,490 shares during the quarter. iShares Core U.S. Aggregate Bond […]
Moneta Group Investment Advisors Elwood Goetz Wealth Advisory Group Charles Schwab Investment Management Inc Envestnet Portfolio Solutions Inc National Association Mercer Global Advisors Inc

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iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) is Northstar Advisory Group LLC's 9th Largest Position

Northstar Advisory Group LLC increased its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 3.6% in the 4th quarter, according to its most recent filing with the SEC. The fund owned 57,841 shares of the company’s stock after purchasing an additional 2,023 shares during the period. iShares Core U.S. Aggregate […]
O Connor Financial Group Chapin Davis Inc Wealthsource Partners Northstar Advisory Group Oconnor Financial Group Long Run Wealth Advisors

3,130 Shares in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Bought by Trust Co of the South

Trust Co of the South acquired a new position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) in the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor acquired 3,130 shares of the company’s stock, valued at approximately $311,000. A number of other institutional […]
New York United States Annis Gardner Whiting Capital Advisors Parkside Financial Bank First Manhattan Co Vitalstone Financial
Source: wkrb13.com

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

Fiduciary Alliance LLC lessened its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 86.5% during the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 6,715 shares of the company’s stock after selling 43,159 shares during the period. Fiduciary Alliance LLC’s holdings […]
New York United States Parkside Financial Bank Vitalstone Financial Wolff Wiese Magana Annis Gardner Whiting Capital Advisors

Abundance Wealth Counselors Purchases New Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Abundance Wealth Counselors bought a new stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) during the fourth quarter, according to its most recent filing with the SEC. The firm bought 4,725 shares of the company’s stock, valued at approximately $469,000. A number of other hedge funds and other institutional investors have […]
New York United States Parkside Financial Bank Vitalstone Financial First Manhattan Co Annis Gardner Whiting Capital Advisors

Stordahl Capital Management Inc. Purchases 1,309 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Stordahl Capital Management Inc. boosted its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 57.1% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 3,602 shares of the company’s stock after acquiring an additional 1,309 […]
Company Profile Raymond James Associates Securities Exchange Commission Moneta Group Investment Advisors Jones Financial Companies Lllp Stordahl Capital Management Inc

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