iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Shares Bought by Heritage Wealth Management Inc. CA

Heritage Wealth Management Inc. CA raised its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 4.8% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 18,252 shares of the company’s stock after purchasing an additional 842 shares during the quarter. iShares Core U.S. Aggregate Bond ETF comprises 1.3% of Heritage Wealth Management Inc. CA’s holdings, making the stock its 22nd biggest position. Heritage Wealth Management Inc. CA’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $1,769,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds and other institutional investors have also made changes to their positions in AGG. Insight 2811 Inc. grew its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 14.4% during the fourth quarter. Insight 2811 Inc. now owns 144,112 shares of the company’s stock valued at $13,964,000 after buying an additional 18,091 shares during the last quarter. TIAA Trust National Association grew its stake in iShares Core U.S. Aggregate Bond ETF by 2.5% during the 4th quarter. TIAA Trust National Association now owns 8,881,649 shares of the company’s stock valued at $860,993,000 after purchasing an additional 216,826 shares during the last quarter. FineMark National Bank & Trust increased its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 5.4% in the fourth quarter. FineMark National Bank & Trust now owns 24,350 shares of the company’s stock valued at $2,360,000 after purchasing an additional 1,241 shares during the period. Modern Wealth Management LLC increased its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 831.1% in the fourth quarter. Modern Wealth Management LLC now owns 50,114 shares of the company’s stock valued at $4,886,000 after purchasing an additional 44,732 shares during the period. Finally, Prudential Financial Inc. raised its stake in shares of iShares Core U.S. Aggregate Bond ETF by 13.0% in the fourth quarter. Prudential Financial Inc. now owns 7,553,615 shares of the company’s stock worth $731,945,000 after purchasing an additional 871,207 shares during the last quarter. Hedge funds and other institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Down 0.4 %

Shares of NYSEARCA AGG opened at $98.36 on Tuesday. iShares Core U.S. Aggregate Bond ETF has a 52 week low of $94.85 and a 52 week high of $102.04. The business’s 50 day moving average price is $97.85 and its 200 day moving average price is $98.49. The firm has a market cap of $124.92 billion, a P/E ratio of 125.34 and a beta of 0.22.

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.