Aries Wealth Management Increases Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Aries Wealth Management lifted its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 2.7% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 20,569 shares of the company’s stock after acquiring an additional 548 shares during the quarter. Aries Wealth Management’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $2,035,000 at the end of the most recent quarter.

Several other institutional investors have also modified their holdings of the company. Bradley & Co. Private Wealth Management LLC purchased a new stake in iShares Core U.S. Aggregate Bond ETF in the 4th quarter valued at approximately $25,000. Greenline Partners LLC purchased a new stake in iShares Core U.S. Aggregate Bond ETF in the 4th quarter valued at approximately $31,000. Bank of Jackson Hole Trust purchased a new stake in iShares Core U.S. Aggregate Bond ETF in the 4th quarter valued at approximately $35,000. Godsey & Gibb Inc. purchased a new stake in iShares Core U.S. Aggregate Bond ETF in the 1st quarter valued at approximately $46,000. Finally, Curio Wealth LLC purchased a new stake in iShares Core U.S. Aggregate Bond ETF in the 4th quarter valued at approximately $50,000. Hedge funds and other institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Down 0.4%

Shares of iShares Core U.S. Aggregate Bond ETF stock opened at $97.96 on Friday. iShares Core U.S. Aggregate Bond ETF has a fifty-two week low of $95.74 and a fifty-two week high of $102.04. The firm has a market cap of $124.41 billion, a PE ratio of 124.57 and a beta of 0.24. The business’s fifty day moving average is $97.76 and its two-hundred day moving average is $97.81.

iShares Core U.S. Aggregate Bond ETF 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.