PUREfi Wealth LLC Invests $513,000 in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

PUREfi Wealth LLC purchased a new position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) in the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor purchased 5,188 shares of the company’s stock, valued at approximately $513,000.

Other institutional investors have also modified their holdings of the company. Prevail Innovative Wealth Advisors LLC grew its position in shares of iShares Core U.S. Aggregate Bond ETF by 32.1% during the fourth quarter. Prevail Innovative Wealth Advisors LLC now owns 17,314 shares of the company’s stock worth $1,678,000 after acquiring an additional 4,207 shares during the last quarter. Diversified Enterprises LLC lifted its holdings in iShares Core U.S. Aggregate Bond ETF by 6.6% in the fourth quarter. Diversified Enterprises LLC now owns 122,104 shares of the company’s stock worth $11,832,000 after purchasing an additional 7,526 shares during the period. WealthTrust Asset Management LLC lifted its holdings in iShares Core U.S. Aggregate Bond ETF by 0.3% in the fourth quarter. WealthTrust Asset Management LLC now owns 59,467 shares of the company’s stock worth $5,762,000 after purchasing an additional 198 shares during the period. Howe & Rusling Inc. lifted its holdings in iShares Core U.S. Aggregate Bond ETF by 96.9% in the fourth quarter. Howe & Rusling Inc. now owns 8,691 shares of the company’s stock worth $842,000 after purchasing an additional 4,277 shares during the period. Finally, Invesco Ltd. acquired a new stake in iShares Core U.S. Aggregate Bond ETF in the fourth quarter worth about $9,181,000. Institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Up 0.3%

AGG stock opened at $98.06 on Wednesday. The company has a market capitalization of $124.54 billion, a P/E ratio of 124.57 and a beta of 0.24. The company has a 50-day simple moving average of $97.76 and a 200 day simple moving average of $97.79. 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.

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.