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Sterling Investment Advisors LLC ADV cut its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 20.1% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 31,687 shares of the company’s stock after selling 7,996 shares during the period. […]
Acorn Financial Advisory Services Inc. ADV grew its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 34.0% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 234,407 shares of the company’s stock after acquiring an additional 59,435 shares during the […]
Abundance Wealth Counselors acquired a new stake in iShares Core High Dividend ETF (NYSEARCA:HDV – Free Report) in the 4th quarter, according to the company in its most recent filing with the SEC. The fund acquired 21,787 shares of the exchange traded fund’s stock, valued at approximately $2,222,000. iShares Core High Dividend ETF comprises approximately […]
Bar Harbor Wealth Management grew its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 7.4% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 495,897 shares of the company’s stock after purchasing an additional 34,041 shares during the quarter. iShares […]
Aprio Wealth Management LLC lowered its holdings in shares of iShares Russell Mid-Cap Growth ETF (NYSEARCA:IWP – Free Report) by 10.8% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 11,248 shares of the company’s stock after selling 1,362 shares during the period. Aprio […]