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Acorn Financial Advisory Services Inc. ADV Makes New Investment in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Acorn Financial Advisory Services Inc. ADV bought a new position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) in the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund bought 153,758 shares of the company’s stock, valued at approximately $15,320,000. iShares […]
James Investment Research Inc Pinnacle Financial Partners Inc Tectonic Advisors Atlas Financial Advisors Inc Securities Exchange Commission Acorn Financial Advisory Services Inc

iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) is Cyndeo Wealth Partners LLC's Largest Position

Cyndeo Wealth Partners LLC raised its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 175.0% in the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 475,930 shares of the company’s stock after purchasing an additional 302,896 shares during […]
Branch Capital Perigon Wealth Management Cyndeo Wealth Partners Securities Exchange Commission Mosaic Advisors Tempus Wealth Planning

Amarillo National Bank Boosts Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Amarillo National Bank lifted its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 13.8% during the 1st quarter, according to the company in its most recent filing with the SEC. The fund owned 404,550 shares of the company’s stock after purchasing an additional 48,927 shares during the quarter. iShares Core […]
Lombard Odier Scm Amarillo National Bank Ruedi Wealth Management Inc Vitalstone Financial Financial Strategies Group Roble Belko Company Inc

Halbert Hargrove Global Advisors LLC Acquires 321 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Halbert Hargrove Global Advisors LLC grew its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 7.3% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 4,713 shares of the company’s stock after purchasing an additional […]
United States Michigan Advisors Exchange Commission Empirical Financial Services Laurel Wealth Advisors Inc Worth Asset Management

Diversified LLC Purchases Shares of 2,589 iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Diversified 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 the company in its most recent disclosure with the Securities & Exchange Commission. The fund purchased 2,589 shares of the company’s stock, valued at approximately $258,000. Several other large investors […]
Sowa Financial Group Inc Securities Exchange Commission Db Fitzpatrick Co Inc Oak Harbor Wealth Partners Beacon Capital Management Inc Free Report

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iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Shares Purchased by Peak Financial Management Inc.

Peak Financial Management Inc. grew its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 2.8% during the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 118,978 shares of the company’s stock after purchasing an additional 3,212 shares during […]
United States Securities Exchange Commission Company Profile Peak Financial Management Inc Daymark Wealth Partners Baker Tilly Wealth Management

Sowa Financial Group Inc. Invests $1.07 Million in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Sowa Financial Group Inc. purchased a new position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) in the 1st quarter, Holdings Channel reports. The firm purchased 10,751 shares of the company’s stock, valued at approximately $1,071,000. iShares Core U.S. Aggregate Bond ETF comprises approximately 0.8% of Sowa Financial Group Inc.’s […]
Lombard Odier Scm Millennium Group Holdings Channel Financial Strategies Group Company Profile Roble Belko Company Inc

Tobias Financial Advisors Inc. Sells 975 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Tobias Financial Advisors Inc. reduced its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 3.9% in the first quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 23,949 shares of the company’s stock after selling 975 shares during the quarter. Tobias Financial Advisors […]
United States Tobias Financial Advisors Inc Moneta Group Investment Advisors Raymond James Associates Envestnet Asset Management Inc Exchange Commission

iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) is Main Street Financial Solutions LLC's 6th Largest Position

Main Street Financial Solutions LLC raised its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 3.4% in the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 166,220 shares of the company’s stock after buying an additional 5,526 […]
United States Michigan Advisors Worth Asset Management Company Profile Securities Exchange Commission Financial Solutions
Source: wkrb13.com

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