iShares Core U.S. Aggregate Bond ETF $AGG Shares Sold by Wealthspire Advisors LLC

Wealthspire Advisors LLC lowered its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGGFree Report) by 55.1% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 164,341 shares of the company’s stock after selling 201,921 shares during the period. Wealthspire Advisors LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $16,414,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also modified their holdings of the company. Blueline Advisors LLC acquired a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the 4th quarter worth approximately $25,000. Cresta Advisors Ltd. acquired a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the 4th quarter worth approximately $25,000. Valley National Advisers Inc. grew its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 339.0% in the 4th quarter. Valley National Advisers Inc. now owns 259 shares of the company’s stock worth $25,000 after acquiring an additional 200 shares during the period. First Command Advisory Services Inc. grew its holdings in iShares Core U.S. Aggregate Bond ETF by 321.2% during the 4th quarter. First Command Advisory Services Inc. now owns 278 shares of the company’s stock valued at $28,000 after buying an additional 212 shares during the last quarter. Finally, Wiser Advisor Group LLC acquired a new stake in iShares Core U.S. Aggregate Bond ETF during the 3rd quarter valued at $29,000. Institutional investors and hedge funds own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Performance

Shares of NYSEARCA:AGG opened at $98.76 on Friday. The business’s fifty day moving average price is $98.94 and its two-hundred day moving average price is $99.68. The stock has a market cap of $134.94 billion, a PE ratio of 124.57 and a beta of 0.25. iShares Core U.S. Aggregate Bond ETF has a one year low of $97.51 and a one year high of $101.46.

About iShares Core U.S. Aggregate Bond ETF

(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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