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SouthState Corp Buys 515 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

SouthState Corp lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) by 58.7% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 1,392 shares of the company’s stock after buying an additional 515 shares during […]
Securities Exchange Commission Southstate Corp Vitalstone Financial Elevate Inc Millennium Group Financial Strategies Group

SouthState Corp Grows Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

SouthState Corp grew its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) by 58.7% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 1,392 shares of the company’s stock after acquiring an additional 515 shares during the quarter. […]
Exchange Commission Perigon Wealth Management Schechter Investment Advisors Southstate Corp Tempus Wealth Planning Mosaic Advisors

Midwest Professional Planners LTD. Lowers Stock Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Midwest Professional Planners LTD. lowered its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) by 3.0% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 105,603 shares of the company’s stock after selling 3,258 shares […]
Branch Capital Exchange Commission Schechter Investment Advisors Company Profile Mosaic Advisors Perigon Wealth Management

Evoke Wealth LLC Cuts Stock Holdings in UnitedHealth Group Incorporated (NYSE:UNH)

Forum Private Client Group LLC decreased its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) by 2.8% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 82,965 shares of the company’s stock after selling 2,431 shares during […]
United States Company Profile Dfpg Investments Daymark Wealth Partners Manufacturers Life Insurance Company Exchange Commission

Synergy Asset Management LLC Sells 422 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Synergy Asset Management LLC trimmed its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) by 13.3% in the 4th quarter, HoldingsChannel.com reports. The fund owned 2,754 shares of the company’s stock after selling 422 shares during the quarter. Synergy Asset Management LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were […]
Synergy Asset Management Company Profile Farmers Merchants Trust Co Financial Strategies Group Vitalstone Financial Millennium Group
Source: wkrb13.com

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Easterly Investment Partners LLC Trims Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Easterly Investment Partners LLC decreased its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) by 1.1% during the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 125,001 shares of the company’s stock after selling 1,349 shares during the quarter. iShares Core U.S. Aggregate Bond ETF comprises 1.2% of Easterly […]
Envestnet Asset Management Inc Raymond James Associates Milliman Financial Risk Management Easterly Investment Partners Blackrock Inc Charles Schwab Investment Management Inc
Source: wkrb13.com

AIMZ Investment Advisors LLC Trims Stock Holdings in Capri Holdings Limited (NYSE:CPRI)

CoreCap Advisors LLC lowered its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) by 16.6% in the 4th quarter, according to the company in its most recent disclosure with the SEC. The firm owned 206,273 shares of the company’s stock after selling 41,165 shares during the quarter. iShares Core […]
Roble Belko Company Inc Corecap Advisors Millennium Group Vitalstone Financial Farmers Merchants Trust Co Financial Strategies Group

iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Stock Position Lifted by Principal Financial Group Inc.

Principal Financial Group Inc. lifted its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) by 10.4% in the 4th quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 231,285 shares of the company’s stock after purchasing an additional 21,800 shares during the quarter. […]
United States Principal Financial Group Inc Dfpg Investments Baker Tilly Wealth Management Daymark Wealth Partners Manufacturers Life Insurance Company

CoreCap Advisors LLC Reduces Stock Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

CoreCap Advisors LLC lessened its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) by 16.6% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 206,273 shares of the company’s stock after selling 41,165 shares during […]
United States Daymark Wealth Partners Exchange Commission Baker Tilly Wealth Management Manufacturers Life Insurance Company Dfpg Investments
Source: wkrb13.com

Advisor Group Holdings Inc. Grows Stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Advisor Group Holdings Inc. grew its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) by 9.8% in the 4th quarter, according to the company in its most recent filing with the SEC. The firm owned 3,518,482 shares of the company’s stock after buying an additional 313,376 shares during the quarter. iShares […]
Millennium Group Financial Strategies Group Roble Belko Company Inc Elevate Inc Vitalstone Financial Advisor Group Holdings Inc

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