iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Shares Sold by Pinnacle Wealth Planning Services Inc.

Pinnacle Wealth Planning Services Inc. decreased its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGGFree Report) by 0.5% in the 4th quarter, HoldingsChannel reports. The institutional investor owned 45,348 shares of the company’s stock after selling 242 shares during the period. iShares Core U.S. Aggregate Bond ETF accounts for 0.1% of Pinnacle Wealth Planning Services Inc.’s portfolio, making the stock its 25th biggest position. Pinnacle Wealth Planning Services Inc.’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $4,394,000 as of its most recent SEC filing.

Several other large investors have also modified their holdings 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 purchasing an additional 104 shares during the period. 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 purchasing an additional 105 shares during the period. 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 purchasing an additional 109 shares during the period. 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 purchasing an additional 121 shares during the period. 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 purchasing an additional 122 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 Down 0.3 %

AGG opened at $98.57 on Thursday. The firm has a market capitalization of $124.20 billion, a P/E ratio of 125.24 and a beta of 0.20. The firm’s 50 day moving average is $97.36 and its 200-day moving average is $98.69. iShares Core U.S. Aggregate Bond ETF has a 52-week low of $94.85 and a 52-week high of $102.04.

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.

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

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