Ellis Investment Partners LLC Acquires 635 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Ellis Investment Partners LLC boosted its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 6.3% in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 10,743 shares of the company’s stock after purchasing an additional 635 shares during the quarter. Ellis Investment Partners LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $1,043,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also added to or reduced their stakes in the business. Brio Consultants LLC bought a new position in shares of iShares Core U.S. Aggregate Bond ETF during the 4th quarter valued at approximately $218,000. Vantage Financial Partners LLC boosted its position in shares of iShares Core U.S. Aggregate Bond ETF by 9.2% during the 4th quarter. Vantage Financial Partners LLC now owns 335,320 shares of the company’s stock valued at $33,281,000 after acquiring an additional 28,241 shares during the last quarter. Aveo Capital Partners LLC boosted its position in shares of iShares Core U.S. Aggregate Bond ETF by 26.5% during the 4th quarter. Aveo Capital Partners LLC now owns 91,766 shares of the company’s stock valued at $9,108,000 after acquiring an additional 19,222 shares during the last quarter. 9258 Wealth Management LLC boosted its position in shares of iShares Core U.S. Aggregate Bond ETF by 4.3% during the 4th quarter. 9258 Wealth Management LLC now owns 153,369 shares of the company’s stock valued at $15,222,000 after acquiring an additional 6,379 shares during the last quarter. Finally, Gryphon Financial Partners LLC boosted its position in shares of iShares Core U.S. Aggregate Bond ETF by 2.1% during the 4th quarter. Gryphon Financial Partners LLC now owns 27,133 shares of the company’s stock valued at $2,693,000 after acquiring an additional 549 shares during the last quarter. 83.63% of the stock is currently owned by institutional investors.

iShares Core U.S. Aggregate Bond ETF Trading Up 0.1 %

NYSEARCA AGG opened at $101.19 on Friday. iShares Core U.S. Aggregate Bond ETF has a one year low of $91.58 and a one year high of $101.60. The stock has a 50 day moving average price of $99.16 and a 200-day moving average price of $97.66.

About iShares Core U.S. Aggregate Bond ETF

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.