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iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Shares Bought by Acorn Financial Advisory Services Inc. ADV

Acorn Financial Advisory Services Inc. ADV grew its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 34.0% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 234,407 shares of the company’s stock after acquiring an additional 59,435 shares during the […]
Long Run Wealth Advisors Wealthsource Partners Chapin Davis Inc Exchange Commission Wealth Management Acorn Financial Advisory Services Inc

Bar Harbor Wealth Management Has $49.22 Million Stock Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Bar Harbor Wealth Management raised its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 7.4% in the 4th quarter, according to its most recent filing with the SEC. The fund owned 495,897 shares of the company’s stock after purchasing an additional 34,041 shares during the period. iShares Core U.S. Aggregate […]
Fintrust Capital Advisors Jw Cole Advisors Inc Mosaic Advisors Agincourt Capital Management W Cole Advisors Inc Your Advocates Ltd

iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) is Bar Harbor Wealth Management's 3rd Largest Position

Bar Harbor Wealth Management lifted its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 7.4% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 495,897 shares of the company’s stock after purchasing an additional 34,041 shares during […]
Blackrock Inc Raymond James Associates Wells Fargo Company Moneta Group Investment Advisors Exchange Commission Jones Financial Companies Lllp

Centennial Wealth Advisory LLC Sells 326 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Centennial Wealth Advisory LLC decreased its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 7.5% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 4,030 shares of the company’s stock after selling 326 shares during the quarter. […]
Envestnet Portfolio Solutions Inc Centennial Wealth Advisory Exchange Commission Mercer Global Advisors Inc Moneta Group Investment Advisors Charles Schwab Investment Management Inc
Source: wkrb13.com

Schechter Investment Advisors LLC Buys 120 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Schechter Investment Advisors LLC raised its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 0.9% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 14,182 shares of the company’s stock after acquiring an additional 120 shares during the […]
New York United States First Manhattan Co Annis Gardner Whiting Capital Advisors Wolff Wiese Magana Schechter Investment Advisors

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iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Shares Purchased by Schechter Investment Advisors LLC

Schechter Investment Advisors LLC boosted its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 0.9% in the fourth quarter, according to the company in its most recent filing with the SEC. The firm owned 14,182 shares of the company’s stock after acquiring an additional 120 shares during the […]
Blackrock Inc Schechter Investment Advisors Wells Fargo Company Jones Financial Companies Lllp Moneta Group Investment Advisors Raymond James Associates
Source: wkrb13.com

WASHINGTON TRUST Co Sells 3,025 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

WASHINGTON TRUST Co reduced its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 1.8% during the fourth quarter, Holdings Channel.com reports. The institutional investor owned 161,788 shares of the company’s stock after selling 3,025 shares during the period. WASHINGTON TRUST Co’s holdings in iShares Core U.S. Aggregate Bond ETF were […]
United States Company Profile Mercer Global Advisors Inc National Association Envestnet Portfolio Solutions Inc Charles Schwab Investment Management Inc

iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Holdings Raised by Aprio Wealth Management LLC

Aprio Wealth Management LLC grew its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 4.8% during the fourth quarter, Holdings Channel.com reports. The fund owned 141,645 shares of the company’s stock after acquiring an additional 6,452 shares during the period. iShares Core U.S. Aggregate Bond ETF accounts for about 3.1% […]
Blackrock Inc Raymond James Associates Jones Financial Companies Lllp Holdings Channel Aprio Wealth Management Wells Fargo Company

Cliftonlarsonallen Wealth Advisors LLC Purchases 29,559 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Cliftonlarsonallen Wealth Advisors LLC lifted its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 3.2% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 955,774 shares of the company’s stock after buying an additional 29,559 shares during […]
United States Laurel Wealth Advisors Inc Michigan Advisors Worth Asset Management Baltimore Washington Financial Advisors Inc Empirical Financial Services

Invera Wealth Advisors LLC Acquires New Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Invera Wealth Advisors LLC bought a new stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The fund bought 12,382 shares of the company’s stock, valued at approximately $1,229,000. Other hedge funds have also […]
New York United States Annis Gardner Whiting Capital Advisors Securities Exchange Commission Vitalstone Financial First Manhattan Co

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