Opes Wealth Management LLC Has $7.39 Million Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Opes Wealth Management LLC grew its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 1.9% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 74,408 shares of the company’s stock after buying an additional 1,412 shares during the quarter. iShares Core U.S. Aggregate Bond ETF accounts for about 1.8% of Opes Wealth Management LLC’s portfolio, making the stock its 15th largest holding. Opes Wealth Management LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $7,385,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. First Pacific Financial acquired a new position in shares of iShares Core U.S. Aggregate Bond ETF in the 4th quarter valued at approximately $25,000. Parkside Financial Bank & Trust grew its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 191.1% during the 2nd quarter. Parkside Financial Bank & Trust now owns 294 shares of the company’s stock valued at $29,000 after purchasing an additional 193 shares during the last quarter. Arlington Trust Co LLC bought a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the 4th quarter valued at approximately $33,000. Annis Gardner Whiting Capital Advisors LLC bought a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the 3rd quarter valued at approximately $34,000. Finally, Kozak & Associates Inc. bought a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the 4th quarter valued at approximately $35,000. 83.63% of the stock is currently owned by institutional investors and hedge funds.

iShares Core U.S. Aggregate Bond ETF Trading Down 0.3 %

Shares of iShares Core U.S. Aggregate Bond ETF stock traded down $0.27 during midday trading on Thursday, hitting $95.28. 7,717,347 shares of the company traded hands, compared to its average volume of 9,309,486. The firm’s fifty day moving average price is $97.17 and its 200-day moving average price is $96.54. iShares Core U.S. Aggregate Bond ETF has a 12 month low of $91.58 and a 12 month high of $100.42.

iShares Core U.S. Aggregate Bond ETF Company Profile

IShares are index funds that are bought and sold like common stocks on national securities exchanges as well as certain foreign exchanges. iShares are attractive because of their relatively low cost, tax efficiency and trading flexibility. Investors can purchase and sell shares through any brokerage firm, financial advisor, or online broker, and hold the funds in any type of brokerage account.