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Howard Capital Management Inc. Sells 25,100 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Howard Capital Management Inc. lessened its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) by 6.7% in the fourth quarter, according to its most recent filing with the SEC. The firm owned 351,868 shares of the company’s stock after selling 25,100 shares during the period. iShares Core U.S. Aggregate […]
Raymond James Associates Blackrock Inc Howard Capital Management Inc Company Profile Milliman Financial Risk Management Us Bancorp

Main Street Financial Solutions LLC Lowers Stock Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Main Street Financial Solutions LLC lowered its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) by 90.5% in the 4th quarter, Holdings Channel.com reports. The fund owned 15,586 shares of the company’s stock after selling 149,004 shares during the period. Main Street Financial Solutions LLC’s holdings in iShares Core […]
Baldwin Brothers Highmark Wealth Management Elevate Inc Company Profile Farmers Merchants Trust Co Financial Solutions

Patron Partners LLC Reduces Stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Patron Partners LLC decreased its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) by 5.4% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 8,108 shares of the company’s stock after selling 462 shares […]
Continental Investors Services Inc Toronto Dominion Bank Securities Exchange Commission Charles Schwab Investment Management Inc Company Profile Raymond James Associates

Tanager Wealth Management LLP Has $8.21 Million Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Tanager Wealth Management LLP lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) by 398.4% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 84,633 shares of the company’s stock after purchasing an additional 67,653 shares during […]
Baldwin Brothers Tanager Wealth Management Exchange Commission Means Investment Gratus Capital Joel Isaacson Co

Aave Price Reaches $77.86 (AAVE) | Daily Political

Kohmann Bosshard Financial Services LLC lessened its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) by 26.8% during the fourth quarter, Holdings Channel reports. The institutional investor owned 21,500 shares of the company’s stock after selling 7,858 shares during the quarter. Kohmann Bosshard Financial Services LLC’s holdings in iShares Core U.S. […]
United States Manufacturers Life Insurance Company Koshinski Asset Management Inc Raymond James Associates Holdings Channel Daymark Wealth Partners

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Archford Capital Strategies LLC Cuts Stock Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Archford Capital Strategies LLC lessened its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) by 90.8% in the fourth quarter, HoldingsChannel reports. The institutional investor owned 10,284 shares of the company’s stock after selling 102,099 shares during the quarter. Archford Capital Strategies LLC’s holdings in iShares Core U.S. Aggregate Bond ETF […]
Pathstone Family Office Carsonallaria Wealth Management Ltd Schechter Investment Advisors Perigon Wealth Management Wealth Management Archford Capital Strategies

United Asset Strategies Inc. Grows Stock Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

United Asset Strategies Inc. grew its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) by 1.5% in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 18,098 shares of the company’s stock after acquiring an additional 267 shares during […]
Elevate Inc Farmers Merchants Trust Co Highmark Wealth Management Worth Asset Management United Asset Strategies Inc Johnw Brooker Co

Bigelow Investment Advisors LLC Has $2.16 Million Stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Bigelow Investment Advisors LLC boosted its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) by 52.6% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 22,316 shares of the company’s stock after buying an additional 7,692 […]
Worth Asset Management Bigelow Investment Advisors Company Profile Farmers Merchants Trust Co Highmark Wealth Management Elevate Inc

Granite Bay Wealth Management LLC Sells 4,228 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Granite Bay Wealth Management LLC trimmed its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) by 35.5% in the fourth quarter, according to its most recent filing with the SEC. The fund owned 7,684 shares of the company’s stock after selling 4,228 shares during the period. iShares Core U.S. Aggregate Bond […]
Eagle Bay Advisors Baker Tilly Wealth Management Ballast Inc Granite Bay Wealth Management Elm Partners Management Get Rating

iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Stock Position Lowered by Long Run Wealth Advisors LLC

Long Run Wealth Advisors LLC lessened its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) by 9.9% during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 19,119 shares of the company’s stock after selling 2,106 shares during the period. Long Run Wealth […]
Long Run Wealth Advisors Charles Schwab Investment Management Inc Toronto Dominion Bank Raymond James Associates Company Profile Continental Investors Services Inc

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