iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Shares Sold by Heritage Family Offices LLP

Heritage Family Offices LLP lowered its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 2.7% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 67,237 shares of the company’s stock after selling 1,853 shares during the quarter. iShares Core U.S. Aggregate Bond ETF accounts for approximately 3.5% of Heritage Family Offices LLP’s holdings, making the stock its 6th biggest holding. Heritage Family Offices LLP’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $6,809,000 at the end of the most recent quarter.

A number of other institutional investors have also recently added to or reduced their stakes in the company. Oliver Lagore Vanvalin Investment Group increased its position in shares of iShares Core U.S. Aggregate Bond ETF by 162.9% during the second quarter. Oliver Lagore Vanvalin Investment Group now owns 255 shares of the company’s stock worth $25,000 after acquiring an additional 158 shares during the last quarter. First Community Trust NA purchased a new position in iShares Core U.S. Aggregate Bond ETF in the first quarter valued at about $25,000. Lynx Investment Advisory acquired a new stake in iShares Core U.S. Aggregate Bond ETF during the 2nd quarter valued at approximately $28,000. Atlas Capital Advisors LLC purchased a new stake in iShares Core U.S. Aggregate Bond ETF during the 1st quarter worth approximately $29,000. Finally, Wagner Wealth Management LLC raised its position in shares of iShares Core U.S. Aggregate Bond ETF by 30,500.0% in the 3rd quarter. Wagner Wealth Management LLC now owns 306 shares of the company’s stock valued at $31,000 after purchasing an additional 305 shares in the last quarter. Institutional investors and hedge funds own 83.63% of the company’s stock.

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

iShares Core U.S. Aggregate Bond ETF stock opened at $99.94 on Thursday. iShares Core U.S. Aggregate Bond ETF has a 52 week low of $91.58 and a 52 week high of $102.04. The stock has a 50 day moving average of $100.65 and a 200-day moving average of $98.31.

iShares Core U.S. Aggregate Bond ETF Company 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.