Heritage Wealth Management Inc. Buys 2,145 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Heritage Wealth Management Inc. increased its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 17.1% during the fourth quarter, Holdings Channel.com reports. The firm owned 14,656 shares of the company’s stock after purchasing an additional 2,145 shares during the quarter. Heritage Wealth Management Inc.’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $1,420,000 as of its most recent filing with the SEC.

A number of other institutional investors also recently bought and sold shares of the stock. Mesirow Financial Investment Management Inc. raised its stake in shares of iShares Core U.S. Aggregate Bond ETF by 0.8% during the third quarter. Mesirow Financial Investment Management Inc. now owns 12,674 shares of the company’s stock valued at $1,283,000 after acquiring an additional 104 shares in the last quarter. Howe & Rusling Inc. raised its stake in shares of iShares Core U.S. Aggregate Bond ETF by 2.4% during the third quarter. Howe & Rusling Inc. now owns 4,414 shares of the company’s stock valued at $447,000 after acquiring an additional 105 shares in the last quarter. Braun Bostich & Associates Inc. raised its stake in shares of iShares Core U.S. Aggregate Bond ETF by 4.5% during the fourth quarter. Braun Bostich & Associates Inc. now owns 2,533 shares of the company’s stock valued at $245,000 after acquiring an additional 109 shares in the last quarter. Vestia Personal Wealth Advisors raised its stake in shares of iShares Core U.S. Aggregate Bond ETF by 5.1% during the fourth quarter. Vestia Personal Wealth Advisors now owns 2,493 shares of the company’s stock valued at $242,000 after acquiring an additional 121 shares in the last quarter. Finally, Mount Yale Investment Advisors LLC raised its stake in shares of iShares Core U.S. Aggregate Bond ETF by 1.5% during the fourth quarter. Mount Yale Investment Advisors LLC now owns 8,246 shares of the company’s stock valued at $799,000 after acquiring an additional 122 shares in the last quarter. 83.63% of the stock is owned by institutional investors.

iShares Core U.S. Aggregate Bond ETF Stock Performance

iShares Core U.S. Aggregate Bond ETF stock opened at $99.25 on Friday. The company has a 50 day moving average price of $97.23 and a 200-day moving average price of $98.72. iShares Core U.S. Aggregate Bond ETF has a fifty-two week low of $94.85 and a fifty-two week high of $102.04. The company has a market capitalization of $125.06 billion, a PE ratio of 125.24 and a beta of 0.20.

About iShares Core U.S. Aggregate Bond ETF

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.