iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Stock Position Raised by Smith & Howard Wealth Management LLC

Smith & Howard Wealth Management LLC increased its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGGFree Report) by 16.8% during the 1st quarter, Holdings Channel reports. The firm owned 713,245 shares of the company’s stock after acquiring an additional 102,609 shares during the period. iShares Core U.S. Aggregate Bond ETF comprises 19.2% of Smith & Howard Wealth Management LLC’s investment portfolio, making the stock its biggest position. Smith & Howard Wealth Management LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $70,554,000 as of its most recent SEC filing.

Several other institutional investors also recently bought and sold shares of the stock. Prevail Innovative Wealth Advisors LLC boosted its stake in iShares Core U.S. Aggregate Bond ETF by 32.1% in the fourth quarter. Prevail Innovative Wealth Advisors LLC now owns 17,314 shares of the company’s stock valued at $1,678,000 after acquiring an additional 4,207 shares in the last quarter. Diversified Enterprises LLC grew its position in iShares Core U.S. Aggregate Bond ETF by 6.6% during the fourth quarter. Diversified Enterprises LLC now owns 122,104 shares of the company’s stock valued at $11,832,000 after buying an additional 7,526 shares during the period. WealthTrust Asset Management LLC grew its position in iShares Core U.S. Aggregate Bond ETF by 0.3% during the fourth quarter. WealthTrust Asset Management LLC now owns 59,467 shares of the company’s stock valued at $5,762,000 after buying an additional 198 shares during the period. Howe & Rusling Inc. grew its position in iShares Core U.S. Aggregate Bond ETF by 96.9% during the fourth quarter. Howe & Rusling Inc. now owns 8,691 shares of the company’s stock valued at $842,000 after buying an additional 4,277 shares during the period. Finally, Invesco Ltd. acquired a new stake in iShares Core U.S. Aggregate Bond ETF during the fourth quarter valued at $9,181,000. 83.63% of the stock is owned by hedge funds and other institutional investors.

iShares Core U.S. Aggregate Bond ETF Stock Up 0.2%

AGG opened at $98.42 on Tuesday. The company has a market cap of $124.99 billion, a price-to-earnings ratio of 124.57 and a beta of 0.24. iShares Core U.S. Aggregate Bond ETF has a 52-week low of $95.74 and a 52-week high of $102.04. The firm’s fifty day simple moving average is $97.83 and its two-hundred day simple moving average is $97.76.

iShares Core U.S. Aggregate Bond ETF Company Profile

(Free Report)

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.

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Institutional Ownership by Quarter for iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

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