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May 2, 2023
Family Firm Inc. trimmed its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) by 22.8% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 47,464 shares of the company’s stock after selling 14,047 shares during the period. iShares […]
May 2, 2023
Benchmark Wealth Management LLC grew its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) by 133.0% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 7,052 shares of the company’s stock after purchasing an additional 4,026 shares during the period. […]
May 1, 2023
Paul Damon & Associates Inc. 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 & Exchange Commission. The institutional investor purchased 4,207 shares of the company’s stock, valued at approximately $408,000. Several other […]
April 30, 2023
Summit Financial LLC lifted its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) by 3.2% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 22,975 shares of the company’s stock after buying an additional 708 shares during the […]
April 30, 2023
Fort Pitt Capital Group LLC cut its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) by 21.0% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 9,471 shares of the company’s stock after selling 2,513 shares during the quarter. Fort […]
April 30, 2023
Country Club Bank GFN decreased its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) by 43.0% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 7,261 shares of the company’s stock after selling 5,482 shares during the period. […]
April 29, 2023
Hollencrest Capital Management cut its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) by 9.5% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 28,040 shares of the company’s stock after selling 2,928 shares during the […]
April 28, 2023
W Advisors LLC lifted its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) by 63.7% during the 4th quarter, HoldingsChannel.com reports. The firm owned 10,492 shares of the company’s stock after acquiring an additional 4,083 shares during the quarter. W Advisors LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were […]
April 28, 2023
Lionsbridge Wealth Management LLC acquired a new position 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 SEC. The firm acquired 32,479 shares of the company’s stock, valued at approximately $3,150,000. iShares Core U.S. Aggregate Bond ETF […]
April 28, 2023
Tanglewood Wealth Management Inc. lowered its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) by 82.0% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 85,181 shares of the company’s stock after selling 388,868 shares during the quarter. iShares […]