Moneywise Inc. Invests $283,000 in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Moneywise Inc. purchased a new position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGGFree Report) in the 4th quarter, HoldingsChannel.com reports. The institutional investor purchased 2,855 shares of the company’s stock, valued at approximately $283,000.

Other institutional investors also recently modified their holdings of the company. Long Run Wealth Advisors LLC lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 0.5% in the fourth quarter. Long Run Wealth Advisors LLC now owns 20,150 shares of the company’s stock worth $2,000,000 after acquiring an additional 105 shares during the last quarter. Carmichael Hill & Associates Inc. increased its position in iShares Core U.S. Aggregate Bond ETF by 6.6% during the 4th quarter. Carmichael Hill & Associates Inc. now owns 1,697 shares of the company’s stock valued at $168,000 after purchasing an additional 105 shares during the period. Wealthsource Partners LLC increased its position in iShares Core U.S. Aggregate Bond ETF by 0.8% during the 2nd quarter. Wealthsource Partners LLC now owns 13,844 shares of the company’s stock valued at $1,356,000 after purchasing an additional 108 shares during the period. Brickley Wealth Management increased its position in iShares Core U.S. Aggregate Bond ETF by 4.4% during the 3rd quarter. Brickley Wealth Management now owns 2,623 shares of the company’s stock valued at $247,000 after purchasing an additional 110 shares during the period. Finally, O Connor Financial Group LLC increased its position in iShares Core U.S. Aggregate Bond ETF by 4.4% during the 4th quarter. O Connor Financial Group LLC now owns 2,676 shares of the company’s stock valued at $266,000 after purchasing an additional 112 shares during the period. Institutional investors and hedge funds own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Performance

NYSEARCA:AGG traded up $0.18 on Friday, reaching $95.96. 17,284,702 shares of the stock traded hands, compared to its average volume of 8,692,142. The company’s 50 day moving average is $97.33 and its 200-day moving average is $96.49. iShares Core U.S. Aggregate Bond ETF has a 1-year low of $91.58 and a 1-year high of $100.42.

iShares Core U.S. Aggregate Bond ETF Company 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.

See Also

Want to see what other hedge funds are holding AGG? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGGFree Report).

Institutional Ownership by Quarter for iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

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