iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Shares Purchased by McGlone Suttner Wealth Management Inc.

McGlone Suttner Wealth Management Inc. boosted its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 40.9% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 104,986 shares of the company’s stock after purchasing an additional 30,478 shares during the quarter. iShares Core U.S. Aggregate Bond ETF comprises approximately 1.7% of McGlone Suttner Wealth Management Inc.’s portfolio, making the stock its 13th biggest position. McGlone Suttner Wealth Management Inc.’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $10,173,000 as of its most recent SEC filing.

Other large investors have also recently made changes to their positions in the company. Ironwood Wealth Management LLC. boosted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 5.2% during the 2nd quarter. Ironwood Wealth Management LLC. now owns 53,307 shares of the company’s stock worth $5,174,000 after acquiring an additional 2,624 shares in the last quarter. Squarepoint Ops LLC acquired a new stake in iShares Core U.S. Aggregate Bond ETF in the second quarter valued at $11,694,000. Ameriprise Financial Inc. increased its holdings in iShares Core U.S. Aggregate Bond ETF by 1.1% during the 2nd quarter. Ameriprise Financial Inc. now owns 10,171,335 shares of the company’s stock valued at $992,843,000 after acquiring an additional 111,445 shares in the last quarter. Drucker Wealth 3.0 LLC purchased a new position in shares of iShares Core U.S. Aggregate Bond ETF during the 2nd quarter worth approximately $523,000. Finally, Daymark Wealth Partners LLC increased its position in iShares Core U.S. Aggregate Bond ETF by 46.6% during the second quarter. Daymark Wealth Partners LLC now owns 22,871 shares of the company’s stock worth $2,220,000 after buying an additional 7,266 shares in the last quarter. 83.63% of the stock is owned by institutional investors and hedge funds.

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

AGG stock opened at $96.85 on Friday. iShares Core U.S. Aggregate Bond ETF has a one year low of $94.85 and a one year high of $102.04. The company has a 50 day moving average price of $97.53 and a two-hundred day moving average price of $98.90.

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.