Vision Financial Markets LLC Makes New $484,000 Investment in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Vision Financial Markets LLC purchased a new position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor purchased 5,000 shares of the company’s stock, valued at approximately $484,000.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in AGG. Crescent Grove Advisors LLC grew its stake in shares of iShares Core U.S. Aggregate Bond ETF by 4.4% in the third quarter. Crescent Grove Advisors LLC now owns 5,104 shares of the company’s stock valued at $517,000 after buying an additional 213 shares in the last quarter. Tobias Financial Advisors Inc. grew its stake in shares of iShares Core U.S. Aggregate Bond ETF by 0.5% in the third quarter. Tobias Financial Advisors Inc. now owns 48,455 shares of the company’s stock valued at $4,907,000 after buying an additional 258 shares in the last quarter. Balentine LLC grew its stake in shares of iShares Core U.S. Aggregate Bond ETF by 86.4% in the third quarter. Balentine LLC now owns 4,580,986 shares of the company’s stock valued at $463,916,000 after buying an additional 2,123,395 shares in the last quarter. Long Run Wealth Advisors LLC grew its stake in shares of iShares Core U.S. Aggregate Bond ETF by 163.0% in the third quarter. Long Run Wealth Advisors LLC now owns 53,633 shares of the company’s stock valued at $5,431,000 after buying an additional 33,244 shares in the last quarter. Finally, Beacon Financial Advisory LLC grew its stake in shares of iShares Core U.S. Aggregate Bond ETF by 34.8% in the third quarter. Beacon Financial Advisory LLC now owns 4,626 shares of the company’s stock valued at $468,000 after buying an additional 1,195 shares in the last quarter. 83.63% of the stock is currently owned by institutional investors and hedge funds.

iShares Core U.S. Aggregate Bond ETF Stock Performance

AGG stock opened at $98.57 on Thursday. iShares Core U.S. Aggregate Bond ETF has a 1 year low of $94.85 and a 1 year high of $102.04. The firm has a market cap of $124.20 billion, a P/E ratio of 125.24 and a beta of 0.20. The stock has a 50-day simple moving average of $97.36 and a 200-day simple moving average of $98.69.

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.