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Alerus Financial NA Has $65.64 Million Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Alerus Financial NA boosted its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) by 1.9% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 676,795 shares of the company’s stock after buying an additional 12,677 shares during […]
United States Continental Investors Services Inc Geisinger Health Envestnet Asset Management Inc Charles Schwab Investment Management Inc America Corp

Baird Financial Group Inc. Trims Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Baird Financial Group Inc. lowered its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) by 0.1% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 345,982 shares of the company’s stock after selling 258 shares during the quarter. Baird Financial Group […]
Lombard Odier Scm Securities Exchange Commission Millennium Group Vitalstone Financial Financial Strategies Group Baird Financial Group Inc

True North Advisors LLC Purchases Shares of 4,932 iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

True North Advisors LLC acquired a new stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 4,932 shares of the company’s stock, valued at approximately […]
Lombard Odier Scm Vitalstone Financial True North Advisors Exchange Commission Millennium Group Financial Strategies Group
Source: wkrb13.com

Charles Schwab Investment Advisory Inc. Buys 8,520 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Charles Schwab Investment Advisory Inc. lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) by 8.4% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 109,959 shares of the company’s stock after acquiring an additional 8,520 […]
United States Michigan Advisors Empirical Financial Services Laurel Wealth Advisors Inc Company Profile Worth Asset Management

Smith Moore & CO. Acquires 1,295 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Smith Moore & CO. increased its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) by 7.9% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 17,732 shares of the company’s stock after buying an additional 1,295 shares during the period. […]
Lombard Odier Scm Smith Moore Financial Strategies Group Vitalstone Financial Securities Exchange Commission Millennium Group

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Rinkey Investments Cuts Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Rinkey Investments reduced its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) by 73.6% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 2,902 shares of the company’s stock after selling 8,073 shares during the quarter. Rinkey Investments’ holdings […]
Exchange Commission Wealthcare Advisory Partners Wealth Concepts Schechter Investment Advisors Cresta Advisors Ltd Rinkey Investments

iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Shares Sold by Smith Shellnut Wilson LLC ADV

Smith Shellnut Wilson LLC ADV decreased its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) by 7.6% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 39,825 shares of the company’s stock after selling 3,290 […]
United States Geisinger Health America Corp Toronto Dominion Bank Smith Shellnut Wilson Exchange Commission

iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Stock Position Lifted by Wealthcare Advisory Partners LLC

Wealthcare Advisory Partners LLC boosted its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) by 23.4% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 77,299 shares of the company’s stock after acquiring an additional 14,635 shares […]
Lombard Odier Scm Exchange Commission Vitalstone Financial Wealthcare Advisory Partners Roble Belko Company Inc Financial Strategies Group

Compagnie Lombard Odier SCmA Takes Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Compagnie Lombard Odier SCmA bought a new position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm bought 317 shares of the company’s stock, valued at approximately $31,000. […]
Lombard Odier Scm Millennium Group Securities Exchange Commission Financial Strategies Group Elevate Inc Roble Belko Company Inc

1ST Source Bank Sells 181 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

1ST Source Bank trimmed its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) by 0.4% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 42,619 shares of the company’s stock after selling 181 shares during the […]
United States Michigan Advisors St Source Bank Baltimore Washington Financial Advisors Inc Worth Asset Management Empirical Financial Services
Source: wkrb13.com

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