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GenTrust LLC Trims Stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

GenTrust LLC reduced its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) by 7.4% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 176,921 shares of the company’s stock after selling 14,069 shares during the period. […]
Pathstone Family Office Perigon Wealth Management Mosaic Advisors Exchange Commission Branch Capital Schechter Investment Advisors
Source: wkrb13.com

Regal Wealth Group Inc. Has $5.90 Million Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Regal Wealth Group Inc. lowered its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) by 0.7% during the fourth quarter, HoldingsChannel.com reports. The fund owned 60,813 shares of the company’s stock after selling 398 shares during the period. iShares Core U.S. Aggregate Bond ETF accounts for 4.3% of Regal Wealth Group […]
Regal Wealth Group Inc Elwood Goetz Wealth Advisory Group Mosaic Advisors Securities Exchange Commission Courage Miller Partners Peak Financial Management Inc

Sound Financial Strategies Group LLC Invests $30,000 in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Sound Financial Strategies Group LLC bought a new stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) in the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor bought 305 shares of the company’s stock, valued at approximately $30,000. A number of other large investors […]
Farmers Merchants Trust Co Vitalstone Financial Financial Strategies Group Highmark Wealth Management Elevate Inc Johnw Brooker Co

Chapin Davis Inc. Purchases Shares of 3,176 iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Chapin Davis Inc. acquired a new position 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 fund acquired 3,176 shares of the company’s stock, valued at approximately $308,000. Several other institutional investors and hedge funds have […]
Baldwin Brothers Highmark Wealth Management Chapin Davis Inc Johnw Brooker Co Farmers Merchants Trust Co Elevate Inc

iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Shares Bought by First Interstate Bank

First Interstate Bank grew its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) by 79.4% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 23,871 shares of the company’s stock after buying an additional 10,567 shares during […]
Blackrock Inc Milliman Financial Risk Management First Interstate Bank Jones Financial Companies Lllp Exchange Commission Raymond James Associates

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First Personal Financial Services Acquires 977 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

First Personal Financial Services raised its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) by 2,640.5% in the fourth quarter, HoldingsChannel reports. The firm owned 1,014 shares of the company’s stock after buying an additional 977 shares during the quarter. First Personal Financial Services’ holdings in iShares Core U.S. […]
First Personal Financial Services Elevate Inc Johnw Brooker Co Farmers Merchants Trust Co Baldwin Brothers Highmark Wealth Management

Mosaic Advisors LLC Has $1.19 Million Stock Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Mosaic Advisors LLC grew its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) by 0.9% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 12,230 shares of the company’s stock after purchasing an additional 110 […]
Peak Financial Management Inc Company Profile Securities Exchange Commission Mosaic Advisors Chapin Davis Inc Courage Miller Partners

James Investment Research Inc. Acquires 275 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

James Investment Research Inc. boosted its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) by 1.1% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 26,245 shares of the company’s stock after acquiring an additional 275 shares […]
United States Laurel Wealth Advisors Inc Exchange Commission Empirical Financial Services Worth Asset Management James Investment Research Inc

Berger Financial Group Inc Buys 13,836 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Berger Financial Group Inc raised its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) by 6.9% in the 4th quarter, HoldingsChannel reports. The fund owned 213,238 shares of the company’s stock after buying an additional 13,836 shares during the quarter. iShares Core U.S. Aggregate Bond ETF accounts for about 2.7% of […]
Financial Strategies Group Berger Financial Group Inc Johnw Brooker Co Vitalstone Financial Highmark Wealth Management Farmers Merchants Trust Co

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

Peak Financial Management Inc. increased its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) by 3.6% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 115,766 shares of the company’s stock after acquiring an additional 3,984 shares during the period. […]
International Assets Investment Management Wealth Advisors Peak Financial Management Inc Exchange Commission Chapin Davis Inc Traverso Chambers Private Wealth Management
Source: wkrb13.com

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