WealthTrust Asset Management LLC Has $5.76 Million Stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

WealthTrust Asset Management LLC raised its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGGFree Report) by 0.3% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 59,467 shares of the company’s stock after buying an additional 198 shares during the period. iShares Core U.S. Aggregate Bond ETF comprises approximately 4.1% of WealthTrust Asset Management LLC’s investment portfolio, making the stock its 3rd biggest position. WealthTrust Asset Management LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $5,762,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Diversified Enterprises LLC raised its holdings in iShares Core U.S. Aggregate Bond ETF by 6.6% in the 4th quarter. Diversified Enterprises LLC now owns 122,104 shares of the company’s stock worth $11,832,000 after acquiring an additional 7,526 shares during the period. Professional Financial Advisors LLC lifted its holdings in iShares Core U.S. Aggregate Bond ETF by 1.3% during the 4th quarter. Professional Financial Advisors LLC now owns 664,736 shares of the company’s stock valued at $64,413,000 after purchasing an additional 8,242 shares during the last quarter. Fairvoy Private Wealth LLC bought a new position in iShares Core U.S. Aggregate Bond ETF during the 4th quarter valued at about $12,479,000. Kingsview Wealth Management LLC raised its stake in shares of iShares Core U.S. Aggregate Bond ETF by 35.9% in the fourth quarter. Kingsview Wealth Management LLC now owns 1,286,651 shares of the company’s stock worth $124,676,000 after acquiring an additional 339,637 shares during the last quarter. Finally, Drucker Wealth 3.0 LLC raised its stake in shares of iShares Core U.S. Aggregate Bond ETF by 6.3% in the third quarter. Drucker Wealth 3.0 LLC now owns 5,724 shares of the company’s stock worth $580,000 after acquiring an additional 340 shares during the last quarter. Institutional investors and hedge funds own 83.63% of the company’s stock.

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

Shares of NYSEARCA AGG opened at $98.28 on Friday. The company has a market cap of $124.82 billion, a PE ratio of 125.34 and a beta of 0.22. The company has a 50-day moving average of $97.58 and a two-hundred day moving average of $98.59. iShares Core U.S. Aggregate Bond ETF has a 1-year low of $94.85 and a 1-year high of $102.04.

iShares Core U.S. Aggregate Bond ETF 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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