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376,599 Shares in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Purchased by Marquette Asset Management LLC

Marquette Asset Management LLC purchased a new position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) in the fourth quarter, HoldingsChannel reports. The fund purchased 376,599 shares of the company’s stock, valued at approximately $37,377,000. iShares Core U.S. Aggregate Bond ETF makes up approximately 6.9% of Marquette Asset Management LLC’s portfolio, making […]

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Legacy Capital Wealth Partners LLC Trims Stock Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Legacy Capital Wealth Partners LLC lessened its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 12.9% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 10,098 shares of the company’s stock after selling 1,492 shares during the […]

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Citizens Financial Group Inc. RI Has $16.91 Million Stock Holdings in iShares 3-7 Year Treasury Bond ETF (NASDAQ:IEI)

Citizens Financial Group Inc. RI boosted its stake in iShares 3-7 Year Treasury Bond ETF (NASDAQ:IEI – Free Report) by 6,879.9% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 144,345 shares of the company’s stock after purchasing an additional 142,277 shares during the quarter. […]

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Core Wealth Management Inc. Buys Shares of 95,694 iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Core Wealth Management Inc. Buys Shares of 95,694 iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)
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Citizens Financial Group Inc. RI Has $16.91 Million Stock Holdings in iShares 3-7 Year Treasury Bond ETF (NASDAQ:IEI)

Citizens Financial Group Inc. RI Has $16.91 Million Stock Holdings in iShares 3-7 Year Treasury Bond ETF (NASDAQ:IEI)
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Alphabet Inc. (NASDAQ:GOOG) Position Raised by Syon Capital LLC

Syon Capital LLC grew its holdings in shares of Alphabet Inc. (NASDAQ:GOOG – Free Report) by 872.7% in the 4th quarter, Holdings Channel.com reports. The firm owned 325,089 shares of the information services provider’s stock after acquiring an additional 291,667 shares during the period. Alphabet makes up approximately 3.3% of Syon Capital LLC’s portfolio, making […]

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iShares 5-10 Year Investment Grade Corporate Bond ETF (NASDAQ:IGIB) Stock Position Decreased by Boyd Watterson Asset Management LLC OH

Boyd Watterson Asset Management LLC OH cut its position in shares of iShares 5-10 Year Investment Grade Corporate Bond ETF (NASDAQ:IGIB – Free Report) by 10.2% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 13,933 shares of the company’s stock after […]

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Boyd Watterson Asset Management LLC OH Lowers Stock Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Boyd Watterson Asset Management LLC OH trimmed its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 31.1% in the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 8,370 shares of the company’s stock after selling 3,772 shares during the period. Boyd Watterson […]

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Alphabet Inc. (NASDAQ:GOOG) Shares Sold by K.J. Harrison & Partners Inc

K.J. Harrison & Partners Inc reduced its holdings in Alphabet Inc. (NASDAQ:GOOG – Free Report) by 12.3% during the 4th quarter, Holdings Channel reports. The fund owned 120,230 shares of the information services provider’s stock after selling 16,800 shares during the quarter. Alphabet comprises 2.9% of K.J. Harrison & Partners Inc’s portfolio, making the stock […]

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WD Rutherford LLC Has $856,000 Position in Alphabet Inc. (NASDAQ:GOOG)

WD Rutherford LLC lowered its position in shares of Alphabet Inc. (NASDAQ:GOOG – Free Report) by 4.4% in the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor owned 5,792 shares of the information services provider’s stock after selling 268 shares during the quarter. WD Rutherford LLC’s holdings in Alphabet […]

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