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iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Shares Sold by Colton Groome Financial Advisors LLC

Colton Groome Financial Advisors LLC reduced its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) by 2.6% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 52,832 shares of the company’s stock after selling […]
Securities Exchange Commission Highmark Wealth Management Farmers Merchants Trust Co Elevate Inc Colton Groome Financial Advisors Worth Asset Management
Source: wkrb13.com

iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) is Enzi Wealth's 9th Largest Position

Enzi Wealth trimmed its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) by 10.4% in the 4th quarter, according to its most recent disclosure with the SEC. The firm owned 57,664 shares of the company’s stock after selling 6,700 shares during the period. iShares Core U.S. Aggregate Bond ETF makes up […]
Verum Partners Findec Wealth Services Inc Cornerstone Wealth Group Corepath Wealth Partners Daymark Wealth Partners Kenzi Wealth

iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Position Increased by Steel Peak Wealth Management LLC

Steel Peak Wealth Management LLC lifted its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) by 617.6% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 99,139 shares of the company’s stock after buying an additional 85,323 shares […]
United States Manufacturers Life Insurance Company Steel Peak Wealth Management Leavell Investment Management Inc Raymond James Associates Koshinski Asset Management Inc
Source: wkrb13.com

iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Shares Sold by Stone Asset Management Inc.

Stone Asset Management Inc. reduced its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) by 10.0% during the 4th quarter, according to the company in its most recent filing with the SEC. The fund owned 25,106 shares of the company’s stock after selling 2,791 shares during the quarter. iShares Core U.S. […]
Worth Asset Management Johnw Brooker Co Farmers Merchants Trust Co Elevate Inc Stone Asset Management Inc Highmark Wealth Management

Grimes & Company Inc. Sells 37,739 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Grimes & Company Inc. reduced its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) by 29.9% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 88,559 shares of the company’s stock after selling 37,739 shares during the quarter. Grimes […]
Pathstone Family Office Perigon Wealth Management Grimes Company Inc Exchange Commission Carsonallaria Wealth Management Ltd Schechter Investment Advisors

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iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Stock Holdings Raised by Corepath Wealth Partners LLC

Corepath Wealth Partners LLC grew its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) by 4.0% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 96,533 shares of the company’s stock after buying an additional […]
Milliman Financial Risk Management Raymond James Associates Jones Financial Companies Lllp Blackrock Inc Exchange Commission Corepath Wealth Partners

Fifth Third Bancorp Decreases Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Fifth Third Bancorp cut its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) by 11.2% in the fourth quarter, Holdings Channel.com reports. The institutional investor owned 729,413 shares of the company’s stock after selling 91,782 shares during the quarter. Fifth Third Bancorp’s holdings in iShares Core U.S. Aggregate Bond […]
Blackrock Inc Fifth Third Bancorp Milliman Financial Risk Management Third Bancorp Jones Financial Companies Lllp Exchange Commission

WESPAC Advisors SoCal LLC Purchases New Stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

WESPAC Advisors SoCal LLC purchased a new stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 2,533 shares of the company’s stock, valued at approximately $246,000. Other institutional investors also recently […]
United States Leavell Investment Management Inc Raymond James Associates Manufacturers Life Insurance Company Koshinski Asset Management Inc Exchange Commission
Source: wkrb13.com

Verum Partners LLC Purchases New Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Verum Partners LLC purchased a new stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) in the 4th quarter, according to its most recent filing with the SEC. The institutional investor purchased 5,497 shares of the company’s stock, valued at approximately $533,000. Several other large investors have also recently added to or […]
United States Koshinski Asset Management Inc Leavell Investment Management Inc Verum Partners Manufacturers Life Insurance Company Company Profile

Alpha Financial Partners LLC Makes New Investment in Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB)

Colton Groome Financial Advisors LLC trimmed its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) by 2.6% during the 4th quarter, Holdings Channel.com reports. The institutional investor owned 52,832 shares of the company’s stock after selling 1,422 shares during the quarter. iShares Core U.S. Aggregate Bond ETF accounts for […]
United States Holdings Channel Laurel Wealth Advisors Inc Baltimore Washington Financial Advisors Inc Michigan Advisors Worth Asset Management

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