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May 3, 2023
McKinley Carter Wealth Services Inc. grew its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) by 6.4% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 834,208 shares of the company’s stock after purchasing an additional 50,270 shares during […]
May 3, 2023
Capital Advisors Ltd. LLC lifted its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) by 20.3% during the fourth quarter, according to the company in its most recent filing with the SEC. The fund owned 8,128 shares of the company’s stock after buying an additional 1,374 shares during the quarter. Capital […]
May 3, 2023
Main Street Financial Solutions LLC lessened its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) by 2.4% in the fourth quarter, according to its most recent filing with the SEC. The firm owned 160,694 shares of the company’s stock after selling 3,896 shares during the period. iShares Core U.S. […]
May 3, 2023
J. W. Coons Advisors LLC lessened its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) by 12.7% during the 4th quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 4,811 shares of the company’s stock after selling 700 shares during the period. J. W. Coons […]
May 3, 2023
Cardinal Point Wealth Management Partners 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 its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 15,859 shares of the company’s stock, valued at approximately $1,538,000. […]
May 3, 2023
AMG National Trust Bank decreased its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) by 28.3% in the 4th quarter, Holdings Channel reports. The institutional investor owned 56,595 shares of the company’s stock after selling 22,334 shares during the period. AMG National Trust Bank’s holdings in iShares Core U.S. Aggregate Bond […]
May 3, 2023
Sanford Advisory Services LLC grew its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) by 489.1% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 77,038 shares of the company’s stock after buying an additional 63,961 […]
May 2, 2023
Modera Wealth Management LLC trimmed its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) by 6.8% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 29,006 shares of the company’s stock after selling 2,102 shares during the quarter. Modera Wealth […]
May 2, 2023
Accredited Investors Inc. decreased its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) by 6.6% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 92,331 shares of the company’s stock after selling 6,550 shares during the period. iShares […]
May 2, 2023
Family Firm Inc. reduced its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) by 22.8% during the fourth quarter, Holdings Channel.com reports. The institutional investor owned 47,464 shares of the company’s stock after selling 14,047 shares during the period. iShares Core U.S. Aggregate Bond ETF comprises 1.3% of Family Firm Inc.’s […]