Confluence Investment Management LLC Buys New Holdings in Ishares Core U.S. Aggregate Bond Etf (AGG)

Confluence Investment Management LLC bought a new position in shares of Ishares Core U.S. Aggregate Bond Etf (BMV:AGG) during the 4th quarter, according to its most recent disclosure with the SEC. The fund bought 3,091 shares of the company’s stock, valued at approximately $338,000.

A number of other institutional investors and hedge funds also recently made changes to their positions in the business. Hefty Wealth Partners raised its position in shares of Ishares Core U.S. Aggregate Bond Etf by 57.9% in the 4th quarter. Hefty Wealth Partners now owns 60,745 shares of the company’s stock worth $6,641,000 after acquiring an additional 22,271 shares in the last quarter. Atlantic Trust Group LLC raised its position in shares of Ishares Core U.S. Aggregate Bond Etf by 4.3% in the 3rd quarter. Atlantic Trust Group LLC now owns 100,775 shares of the company’s stock worth $11,044,000 after acquiring an additional 4,111 shares in the last quarter. Prudential Financial Inc. raised its position in shares of Ishares Core U.S. Aggregate Bond Etf by 2.0% in the 3rd quarter. Prudential Financial Inc. now owns 2,305,889 shares of the company’s stock worth $252,703,000 after acquiring an additional 45,182 shares in the last quarter. Finally, Parametric Portfolio Associates LLC raised its position in shares of Ishares Core U.S. Aggregate Bond Etf by 53.4% in the 3rd quarter. Parametric Portfolio Associates LLC now owns 2,735,930 shares of the company’s stock worth $299,831,000 after acquiring an additional 952,969 shares in the last quarter.

Ishares Core U.S. Aggregate Bond Etf (BMV AGG) opened at $108.71 on Thursday. Ishares Core U.S. Aggregate Bond Etf has a 12-month low of $1,920.01 and a 12-month high of $2,385.50.

The firm also recently disclosed a monthly dividend, which was paid on Thursday, December 28th. Stockholders of record on Friday, December 22nd were given a $0.0364 dividend. This represents a $0.44 annualized dividend and a dividend yield of 0.40%. The ex-dividend date of this dividend was Thursday, December 21st.

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Institutional Ownership by Quarter for Ishares Core U.S. Aggregate Bond Etf (BMV:AGG)

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