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Ethos Financial Group LLC Makes New Investment in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Ethos Financial Group LLC purchased 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 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 5,435 shares of the company’s stock, valued at approximately $527,000. […]
United States Financial Advisory Group Exchange Commission Ethos Financial Group Victory Capital Management Inc Chicago Partners Investment Group

iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Shares Bought by Watchman Group Inc.

Watchman Group Inc. raised its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) by 23.3% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 23,025 shares of the company’s stock after acquiring an additional 4,345 shares during the quarter. Watchman […]
Pathstone Family Office Perigon Wealth Management Branch Capital Mosaic Advisors Schechter Investment Advisors Watchman Group Inc

iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Shares Purchased by HBK Sorce Advisory LLC

HBK Sorce Advisory LLC boosted its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) by 69.3% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 50,660 shares of the company’s stock after purchasing an additional 20,735 shares during the quarter. […]
Sorce Advisory Vitalstone Financial Securities Exchange Commission Millennium Group Farmers Merchants Trust Co Roble Belko Company Inc

EverSource Wealth Advisors LLC Buys 524 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

EverSource Wealth Advisors LLC grew its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) by 8.5% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 6,682 shares of the company’s stock after acquiring an additional 524 shares […]
Branch Capital Exchange Commission Mosaic Advisors Schechter Investment Advisors Eversource Wealth Advisors Pathstone Family Office

iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Shares Acquired by HBK Sorce Advisory LLC

HBK Sorce Advisory LLC boosted its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) by 69.3% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 50,660 shares of the company’s stock after purchasing an additional 20,735 shares during the quarter. […]
Roble Belko Company Inc Millennium Group Financial Strategies Group Vitalstone Financial Hbk Sorce Advisory Farmers Merchants Trust Co

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iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Shares Sold by Hayek Kallen Investment Management

Hayek Kallen Investment Management decreased its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) by 40.9% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 30,643 shares of the company’s stock after selling 21,187 […]
Securities Exchange Commission Roble Belko Company Inc Elevate Inc Vitalstone Financial Financial Strategies Group Millennium Group
Source: wkrb13.com

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

Prudential PLC trimmed its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) by 77.5% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 66,831 shares of the company’s stock after selling 229,994 shares during […]
Branch Capital Schechter Investment Advisors Perigon Wealth Management Prudential Plc Securities Exchange Commission Mosaic Advisors

Heartland Bank & Trust Co Takes Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Heartland Bank & Trust Co purchased a new position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 224,656 shares of the company’s stock, valued at approximately $21,789,000. iShares Core […]
Heartland Bank Trust Co Financial Strategies Group Roble Belko Company Inc Exchange Commission Millennium Group Vitalstone Financial

RingCentral (NYSE:RNG) PT Lowered to $45.00 at Truist Financial

Lee Financial Co lessened its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) by 73.5% during the fourth quarter, Holdings Channel.com reports. The institutional investor owned 4,953 shares of the company’s stock after selling 13,720 shares during the period. Lee Financial Co’s holdings in iShares Core U.S. Aggregate Bond […]
United States Baltimore Washington Financial Advisors Inc Lee Financial Co Holdings Channel Worth Asset Management Empirical Financial Services

Citigroup Inc. Grows Stock Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Citigroup Inc. lifted its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) by 9.8% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 2,350,671 shares of the company’s stock after buying an additional 209,023 shares during the quarter. […]
United States Laurel Wealth Advisors Inc Citigroup Inc Exchange Commission Worth Asset Management Baltimore Washington Financial Advisors Inc

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