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Erickson Financial Group LLC Has $5.77 Million Stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Erickson Financial Group LLC raised its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) by 0.8% in the 1st quarter, according to its most recent disclosure with the SEC. The firm owned 57,946 shares of the company’s stock after purchasing an additional 441 shares during the period. iShares Core […]
United States Worth Asset Management Laurel Wealth Advisors Inc Empirical Financial Services Baltimore Washington Financial Advisors Inc Michigan Advisors

Elevated Capital Advisors LLC Purchases New Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Elevated Capital Advisors LLC purchased a new stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) in the first quarter, HoldingsChannel.com reports. The institutional investor purchased 21,457 shares of the company’s stock, valued at approximately $2,138,000. Other large investors also recently bought and sold shares of the company. Empirical Financial […]
United States Baltimore Washington Financial Advisors Inc Empirical Financial Services Capital Advisors Laurel Wealth Advisors Inc Worth Asset Management
Source: wkrb13.com

IFP Advisors Inc Has $4.67 Million Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

IFP Advisors Inc increased its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) by 1.4% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 44,155 shares of the company’s stock after buying an additional 619 shares during the quarter. […]
United States Company Profile Charles Schwab Investment Management Inc Advisors Inc Exchange Commission Ifp Advisors Inc
Source: wkrb13.com

Financial Services Advisory Inc Has $227,000 Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Financial Services Advisory Inc lowered its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) by 97.6% during the first quarter, according to its most recent Form 13F filing with the SEC. The fund owned 2,275 shares of the company’s stock after selling 90,653 shares during the period. Financial Services Advisory Inc’s […]
Lombard Odier Scm Millennium Group Vitalstone Financial Financial Services Advisory Inc Roble Belko Company Inc Financial Strategies Group

Richard P Slaughter Associates Inc Makes New Investment in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Richard P Slaughter Associates Inc purchased a new stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) during the first quarter, according to the company in its most recent filing with the SEC. The firm purchased 17,853 shares of the company’s stock, valued at approximately $1,779,000. Several other hedge funds and other […]
Branch Capital Perigon Wealth Management Richardp Slaughter Associates Inc Pathstone Family Office Mosaic Advisors Tempus Wealth Planning

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Gradient Capital Advisors LLC Has $520,000 Stock Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Gradient Capital Advisors LLC decreased its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) by 3.6% in the 1st quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 5,214 shares of the company’s stock after selling 194 shares during the period. Gradient Capital Advisors […]
Lombard Odier Scm Financial Strategies Group Vitalstone Financial Securities Exchange Commission Millennium Group Roble Belko Company Inc

Wall Capital Group Inc. Acquires 232,909 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Wall Capital Group Inc. raised its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) by 27,628.6% during the 1st quarter, HoldingsChannel.com reports. The firm owned 233,752 shares of the company’s stock after acquiring an additional 232,909 shares during the period. iShares Core U.S. Aggregate Bond ETF accounts for about 28.4% of […]
Lombard Odier Scm Vitalstone Financial Roble Belko Company Inc Millennium Group Financial Strategies Group Wall Capital Group Inc

Atticus Wealth Management LLC Grows Stock Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Atticus Wealth Management LLC increased its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) by 605.2% during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 6,756 shares of the company’s stock after purchasing an additional 5,798 shares […]
Lombard Odier Scm Roble Belko Company Inc Financial Strategies Group Atticus Wealth Management Securities Exchange Commission Vitalstone Financial

Ronald Blue Trust Inc. Purchases 53,399 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Ronald Blue Trust Inc. raised its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) by 2.7% during the first quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 1,998,870 shares of the company’s stock after buying an additional 53,399 shares during […]
United States Moneta Group Investment Advisors America Corp Ronald Blue Trust Inc Company Profile Raymond James Associates

iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Stock Position Lifted by Claro Advisors LLC

Claro Advisors LLC increased its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) by 16.5% in the 1st quarter, HoldingsChannel reports. The institutional investor owned 8,349 shares of the company’s stock after acquiring an additional 1,184 shares during the period. Claro Advisors LLC’s holdings in iShares Core U.S. Aggregate Bond ETF […]
Lombard Odier Scm Ruedi Wealth Management Inc Financial Strategies Group Claro Advisors Vitalstone Financial Roble Belko Company Inc

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