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Madison Wealth Partners Inc Boosts Stock Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Madison Wealth Partners Inc boosted its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) by 23.5% in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 21,047 shares of the company’s stock after purchasing an additional 4,006 shares […]
Madison Wealth Partners Inc Raymond James Associates Jones Financial Companies Lllp Blackrock Inc Us Bancorp Milliman Financial Risk Management
Source: wkrb13.com

Rockland Trust Co. Lowers Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Rockland Trust Co. lessened its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) by 11.9% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 10,772 shares of the company’s stock after selling 1,454 shares during the quarter. Rockland […]
Financial Group Royal Harbor Partners Rockland Trust Co Securities Exchange Commission Occidental Asset Management Clear Creek Financial Management

CRA Financial Services LLC Makes New Investment in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

CRA Financial Services LLC acquired 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 filing with the Securities and Exchange Commission. The firm acquired 2,470 shares of the company’s stock, valued at approximately $240,000. Several other institutional investors […]
Highmark Wealth Management Exchange Commission Core Wealth Advisors Inc Cra Financial Services Johnw Brooker Co Farmers Merchants Trust Co

iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Stake Boosted by Stonegate Investment Group LLC

Stonegate Investment Group LLC increased its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) by 22.1% during the fourth quarter, HoldingsChannel reports. The firm owned 40,100 shares of the company’s stock after acquiring an additional 7,250 shares during the period. Stonegate Investment Group LLC’s holdings in iShares Core U.S. Aggregate Bond […]
Harbor Investment Advisory Koshinski Asset Management Inc Stonegate Investment Group First Citizens Bank Trust Co Madison Wealth Partners Inc Bouchey Financial Group Ltd
Source: wkrb13.com

Bouchey Financial Group Ltd Raises Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Bouchey Financial Group Ltd lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) by 9.9% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 272,025 shares of the company’s stock after purchasing an additional 24,547 shares […]
Core Wealth Advisors Inc Company Profile Johnw Brooker Co Elevate Inc Highmark Wealth Management Farmers Merchants Trust Co
Source: wkrb13.com

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iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) is Atlas Financial Advisors Inc.'s 2nd Largest Position

Atlas Financial Advisors Inc. lessened its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) by 33.6% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund owned 125,745 shares of the company’s stock after selling 63,679 shares during the period. iShares Core […]
Atlas Financial Advisors Inc Wealth Management Schechter Investment Advisors Carsonallaria Wealth Management Ltd Perigon Wealth Management Pathstone Family Office

Clear Creek Financial Management LLC Has $580,000 Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Clear Creek Financial Management LLC raised its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) by 7.4% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 5,976 shares of the company’s stock after purchasing an additional 414 shares during […]
Blackrock Inc Jones Financial Companies Lllp Milliman Financial Risk Management Raymond James Associates Us Bancorp Clear Creek Financial Management

Schlumberger Limited (NYSE:SLB) Shares Sold by Fragasso Group Inc.

Financial Alternatives Inc acquired a new stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) in the 4th quarter, HoldingsChannel reports. The fund acquired 2,975 shares of the company’s stock, valued at approximately $289,000. Other large investors also recently made changes to their positions in the company. American Trust boosted its holdings […]
United States Koshinski Asset Management Inc Leavell Investment Management Inc Manufacturers Life Insurance Company Financial Alternatives Inc Raymond James Associates

iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) is Chesapeake Wealth Management's Largest Position

Chesapeake Wealth Management lessened its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) by 8.8% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 130,465 shares of the company’s stock after selling 12,553 shares during the […]
Financial Strategies Group Securities Exchange Commission Company Profile Roble Belko Company Inc Vitalstone Financial Highmark Wealth Management

Park Avenue Securities LLC Increases Stock Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Park Avenue Securities LLC boosted its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) by 29.1% in the 4th quarter, HoldingsChannel reports. The institutional investor owned 307,986 shares of the company’s stock after acquiring an additional 69,436 shares during the quarter. iShares Core U.S. Aggregate Bond ETF makes up […]
United States Manufacturers Life Insurance Company Koshinski Asset Management Inc Raymond James Associates Leavell Investment Management Inc Park Avenue Securities
Source: wkrb13.com

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