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Eudaimonia Partners LLC Has $2.36 Million Stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Eudaimonia Partners LLC decreased its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) by 13.5% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 24,363 shares of the company’s stock after selling 3,815 shares during the quarter. […]
Eudaimonia Partners Carsonallaria Wealth Management Ltd Perigon Wealth Management Securities Exchange Commission Pathstone Family Office Wealth Management

Mascoma Wealth Management LLC Has $8.84 Million Stock Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Mascoma Wealth Management LLC raised its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) by 184.8% in the fourth quarter, Holdings Channel.com reports. The firm owned 91,098 shares of the company’s stock after acquiring an additional 59,106 shares during the period. iShares Core U.S. Aggregate Bond ETF makes up approximately 2.8% […]
Elevate Inc Holdings Channel Core Wealth Advisors Inc Mascoma Wealth Management Johnw Brooker Co Highmark Wealth Management

RFP Financial Group LLC Purchases New Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

RFP Financial Group LLC purchased a new stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor purchased 116,009 shares of the company’s stock, valued at approximately $11,252,000. iShares Core […]
Raymond James Associates Toronto Dominion Bank Charles Schwab Investment Management Inc Continental Investors Services Inc Financial Group Exchange Commission
Source: wkrb13.com

Diversified Portfolios Inc. Increases Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Diversified Portfolios Inc. boosted its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) by 54.6% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 44,308 shares of the company’s stock after purchasing an additional 15,651 […]
United States Koshinski Asset Management Inc Exchange Commission Raymond James Associates Portfolios Inc Manufacturers Life Insurance Company

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Patton Albertson Miller Group LLC Makes New $12.57 Million Investment in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Patton Albertson Miller Group LLC acquired a new position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) during the 4th quarter, according to its most recent 13F filing with the SEC. The fund acquired 129,626 shares of the company’s stock, valued at approximately $12,572,000. iShares Core U.S. Aggregate Bond ETF […]
Elevate Inc Johnw Brooker Co Highmark Wealth Management Farmers Merchants Trust Co Core Wealth Advisors Inc Patton Albertson Miller Group

iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Shares Sold by Measured Wealth Private Client Group LLC

Measured Wealth Private Client Group LLC trimmed its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) by 30.0% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 73,744 shares of the company’s stock after selling […]
United States Exchange Commission Worth Asset Management Laurel Wealth Advisors Inc Baltimore Washington Financial Advisors Inc Empirical Financial Services

RHS Financial LLC Increases Stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

RHS Financial LLC boosted its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) by 187.6% during the 4th quarter, HoldingsChannel reports. The institutional investor owned 6,329 shares of the company’s stock after purchasing an additional 4,128 shares during the quarter. RHS Financial LLC’s holdings in iShares Core U.S. Aggregate Bond ETF […]
Raymond James Associates Rhs Financial Continental Investors Services Inc Charles Schwab Investment Management Inc Toronto Dominion Bank Get Rating

iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Position Reduced by Quattro Financial Advisors LLC

Quattro Financial Advisors LLC lessened its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) by 19.8% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 255,662 shares of the company’s stock after selling 63,317 shares during the period. iShares Core […]
United States Quattro Financial Advisors Empirical Financial Services Company Profile Baltimore Washington Financial Advisors Inc Michigan Advisors
Source: wkrb13.com

Domani Wealth LLC Purchases Shares of 15,209 iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Domani Wealth LLC purchased 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 purchased 15,209 shares of the company’s stock, valued at approximately $1,475,000. Other institutional investors and hedge funds also recently […]
Elevate Inc Highmark Wealth Management Johnw Brooker Co Domani Wealth Farmers Merchants Trust Co Core Wealth Advisors Inc

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