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Provence Wealth Management Group Takes Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Provence Wealth Management Group bought a new stake 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 firm bought 8,143 shares of the company’s stock, valued at approximately $790,000. Several other large investors […]
Securities Exchange Commission Stegent Equity Advisors Inc Altfest Lj Co Provence Wealth Management Group Dfpg Investments Compton Wealth Advisory Group
Source: wkrb13.com

Alera Investment Advisors LLC Has $3.08 Million Stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Alera Investment Advisors LLC boosted its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) by 5.8% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 31,741 shares of the company’s stock after buying an additional 1,751 […]
Alera Investment Advisors Highmark Wealth Management Vitalstone Financial Johnw Brooker Co Financial Strategies Group Securities Exchange Commission

Intrepid Financial Planning Group LLC Sells 150 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Intrepid Financial Planning Group LLC lessened its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) by 3.7% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 3,905 shares of the company’s stock after selling 150 […]
Elevate Inc Financial Strategies Group Vitalstone Financial Highmark Wealth Management Johnw Brooker Co Intrepid Financial Planning Group

Ironwood Investment Counsel LLC Acquires 44,256 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Ironwood Investment Counsel LLC boosted its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) by 441.4% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 54,282 shares of the company’s stock after purchasing an additional 44,256 shares during […]
Schechter Investment Advisors Branch Capital Mosaic Advisors Ironwood Investment Counsel Perigon Wealth Management Pathstone Family Office

W.H. Cornerstone Investments Inc. Invests $260,000 in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

W.H. Cornerstone Investments Inc. bought a new position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm bought 2,605 shares of the company’s stock, valued at approximately $260,000. Other hedge funds […]
Johnw Brooker Co Vitalstone Financial Elevate Inc Financial Strategies Group Highmark Wealth Management Exchange Commission
Source: wkrb13.com

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Farmers & Merchants Investments Inc. Acquires 119,546 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Farmers & Merchants Investments Inc. boosted its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) by 480.5% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 144,428 shares of the company’s stock after purchasing an additional 119,546 shares […]
United States Farmers Merchants Investments Inc Daymark Wealth Partners Manufacturers Life Insurance Company Koshinski Asset Management Inc Baker Tilly Wealth Management

Uquid Coin Reaches Market Cap of $40.19 Million (UQC)

Great Diamond Partners LLC lifted its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) by 105.7% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 79,304 shares of the company’s stock after acquiring an additional 40,742 […]
Continental Investors Services Inc Orgel Wealth Management Raymond James Associates Securities Exchange Commission Toronto Dominion Bank Charles Schwab Investment Management Inc

iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Position Raised by Private Ocean LLC

Private Ocean LLC increased its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) by 40.7% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 32,484 shares of the company’s stock after purchasing […]
Exchange Commission Wealth Enhancement Advisory Services Great Diamond Partners Blue Chip Partners Private Ocean Get Rating

All Season Financial Advisors Inc. Makes New Investment in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

All Season Financial Advisors Inc. bought a new position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor bought 9,195 shares of the company’s stock, valued at approximately $892,000. Other hedge funds also recently […]
United States Baltimore Washington Financial Advisors Inc Exchange Commission Worth Asset Management Laurel Wealth Advisors Inc Season Financial Advisors Inc

Clearstead Trust LLC Buys 326 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Clearstead Trust LLC grew its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) by 64.4% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 832 shares of the company’s stock after acquiring an additional 326 shares during the […]
Pathstone Family Office Exchange Commission Schechter Investment Advisors Mosaic Advisors Perigon Wealth Management Branch Capital

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