Essential Planning LLC. Sells 104 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Essential Planning LLC. decreased its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 4.5% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 2,224 shares of the company’s stock after selling 104 shares during the period. Essential Planning LLC.’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $225,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Raymond James & Associates raised its stake in iShares Core U.S. Aggregate Bond ETF by 3.5% during the 3rd quarter. Raymond James & Associates now owns 71,065,150 shares of the company’s stock worth $7,196,768,000 after acquiring an additional 2,376,267 shares during the period. Envestnet Asset Management Inc. raised its stake in iShares Core U.S. Aggregate Bond ETF by 11.8% during the 2nd quarter. Envestnet Asset Management Inc. now owns 44,077,554 shares of the company’s stock worth $4,278,608,000 after acquiring an additional 4,641,016 shares during the period. US Bancorp DE raised its stake in iShares Core U.S. Aggregate Bond ETF by 11.1% during the 3rd quarter. US Bancorp DE now owns 37,260,740 shares of the company’s stock worth $3,697,061,000 after acquiring an additional 3,717,053 shares during the period. Mercer Global Advisors Inc. ADV raised its stake in iShares Core U.S. Aggregate Bond ETF by 9.7% during the 2nd quarter. Mercer Global Advisors Inc. ADV now owns 19,344,478 shares of the company’s stock worth $1,857,893,000 after acquiring an additional 1,704,132 shares during the period. Finally, Creative Planning grew its holdings in iShares Core U.S. Aggregate Bond ETF by 2.5% during the 2nd quarter. Creative Planning now owns 12,959,116 shares of the company’s stock valued at $1,257,941,000 after buying an additional 318,944 shares in the last quarter. Institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Up 0.0 %

Shares of AGG opened at $97.66 on Friday. iShares Core U.S. Aggregate Bond ETF has a 1 year low of $94.85 and a 1 year high of $102.04. The company has a 50 day simple moving average of $99.77 and a two-hundred day simple moving average of $98.69.

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.