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iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Stake Lifted by Ballast Advisors LLC

Ballast Advisors LLC increased its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) by 12.2% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 137,527 shares of the company’s stock after buying an additional 14,905 shares during the period. iShares […]
Charles Schwab Investment Management Inc Raymond James Associates Continental Investors Services Inc Securities Exchange Commission Toronto Dominion Bank Ballast Advisors

iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Holdings Lifted by Greenup Street Wealth Management LLC

Greenup Street Wealth Management LLC lifted its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) by 15.6% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 61,007 shares of the company’s stock after purchasing an additional 8,228 […]
Highmark Wealth Management Company Profile Farmers Merchants Trust Co Johnw Brooker Co Worth Asset Management Exchange Commission

Sterling Investment Advisors LLC ADV Cuts Stock Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Sterling Investment Advisors LLC ADV decreased its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) by 8.6% during the fourth quarter, according to its most recent filing with the SEC. The firm owned 37,608 shares of the company’s stock after selling 3,542 shares during the period. iShares Core U.S. […]
Symphony Financial Ltd Elm Partners Management Baker Tilly Wealth Management Sterling Investment Advisors United Asset Strategies Inc Comerica Bank
Source: wkrb13.com

Boenning & Scattergood Inc. Buys 2,426 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Boenning & Scattergood Inc. raised its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) by 43.1% during the 4th quarter, according to the company in its most recent filing with the SEC. The firm owned 8,061 shares of the company’s stock after purchasing an additional 2,426 shares during the […]
Highmark Wealth Management Farmers Merchants Trust Co Elevate Inc Boenning Scattergood Inc Worth Asset Management Johnw Brooker Co
Source: wkrb13.com

Jackson Grant Investment Advisers Inc. Reduces Stock Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Jackson Grant Investment Advisers Inc. lowered its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) by 28.6% during the 4th quarter, HoldingsChannel reports. The fund owned 47,565 shares of the company’s stock after selling 19,084 shares during the period. iShares Core U.S. Aggregate Bond ETF accounts for approximately 2.2% […]
United States Daymark Wealth Partners Manufacturers Life Insurance Company Raymond James Associates Exchange Commission Jackson Grant Investment Advisers Inc

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Duncker Streett & Co. Inc. Cuts Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Duncker Streett & Co. Inc. trimmed its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) by 21.0% during the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 1,660 shares of the company’s stock after selling 440 shares during the quarter. Duncker Streett & Co. Inc.’s holdings in iShares Core […]
Highmark Wealth Management Elevate Inc Johnw Brooker Co Farmers Merchants Trust Co Worth Asset Management Duncker Streett

iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Shares Sold by Red Cedar Investment Management LLC

Red Cedar Investment Management LLC reduced its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) by 0.2% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 49,753 shares of the company’s stock after selling 119 […]
Blackrock Inc Jones Financial Companies Lllp Exchange Commission Raymond James Associates Milliman Financial Risk Management Red Cedar Investment Management

4,565 Shares in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Bought by Daymark Wealth Partners LLC

Daymark Wealth Partners LLC purchased a new stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) in the fourth quarter, Holdings Channel.com reports. The institutional investor purchased 4,565 shares of the company’s stock, valued at approximately $443,000. Several other hedge funds and other institutional investors also recently made changes to […]
Highmark Wealth Management Farmers Merchants Trust Co Daymark Wealth Partners Elevate Inc Johnw Brooker Co Worth Asset Management

Lpwm LLC Buys 13,986 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Lpwm LLC lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) by 14.9% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 107,872 shares of the company’s stock after purchasing an additional 13,986 shares […]
Advisors Socal Verum Partners Exchange Commission Financial Services Inc Findec Wealth Services Inc Cornerstone Wealth Group
Source: wkrb13.com

Kowal Investment Group LLC Has $2.21 Million Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Kowal Investment Group LLC cut its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) by 2.0% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The firm owned 22,799 shares of the company’s stock after selling 460 shares during the period. iShares Core U.S. […]
Farmers Merchants Trust Co Elevate Inc Kowal Investment Group Worth Asset Management Johnw Brooker Co Highmark Wealth Management

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