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Milestone Asset Management LLC Purchases New Shares in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Milestone Asset Management LLC purchased a new stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund purchased 2,728 shares of the company’s stock, valued at approximately $272,000. Several other large investors […]
Vitalstone Financial Highmark Wealth Management Milestone Asset Management Farmers Merchants Trust Co Securities Exchange Commission Financial Strategies Group

Full Sail Capital LLC Raises Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Full Sail Capital LLC increased its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) by 16.7% in the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 172,002 shares of the company’s stock after purchasing an additional 24,580 shares during the quarter. iShares […]
Raymond James Associates Jones Financial Companies Lllp Sail Capital Blackrock Inc Milliman Financial Risk Management Us Bancorp

Bricktown Capital LLC Makes New $36.83 Million Investment in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Bricktown Capital LLC purchased a new stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) during the 4th quarter, according to the company in its most recent disclosure with the SEC. The institutional investor purchased 379,750 shares of the company’s stock, valued at approximately $36,832,000. iShares Core U.S. Aggregate Bond ETF comprises […]
Toronto Dominion Bank Orgel Wealth Management Charles Schwab Investment Management Inc Bricktown Capital Continental Investors Services Inc Raymond James Associates

iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Shares Sold by 1900 Wealth Management LLC

1900 Wealth Management LLC lowered its stake 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 filing with the Securities and Exchange Commission (SEC). The firm owned 9,265 shares of the company’s stock after selling 630 shares during the quarter. […]
Elevate Inc Wealth Management Vitalstone Financial Exchange Commission Highmark Wealth Management Financial Strategies Group

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

Parallel Advisors LLC increased its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) by 57.0% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 273,945 shares of the company’s stock after acquiring an additional 99,470 shares […]
Highmark Wealth Management Financial Strategies Group Elevate Inc Exchange Commission Company Profile Farmers Merchants Trust Co

Newport Capital Group LLC Has $2.04 Million Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Newport Capital Group LLC cut its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) by 49.8% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 21,004 shares of the company’s stock after selling 20,854 […]
United States Laurel Wealth Advisors Inc Empirical Financial Services Newport Capital Group Michigan Advisors Worth Asset Management

Wells Financial Advisors INC Cuts Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Wells Financial Advisors INC lowered its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) by 24.6% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 8,376 shares of the company’s stock after selling 2,727 shares during the quarter. iShares […]
Farmers Merchants Trust Co Highmark Wealth Management Elevate Inc Financial Strategies Group Vitalstone Financial Exchange Commission
Source: wkrb13.com

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