Florida Trust Wealth Management Co Acquires 52,827 Shares of iShares Core U.S. Aggregate Bond ETF $AGG

Florida Trust Wealth Management Co raised its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 30.5% in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 226,313 shares of the company’s stock after buying an additional 52,827 shares during the period. Florida Trust Wealth Management Co’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $22,688,000 at the end of the most recent reporting period.

Other large investors have also recently modified their holdings of the company. Angeles Investment Advisors LLC bought a new position in iShares Core U.S. Aggregate Bond ETF during the 2nd quarter worth approximately $26,000. North Ridge Wealth Advisors Inc. bought a new stake in iShares Core U.S. Aggregate Bond ETF in the second quarter valued at approximately $29,000. Evolution Wealth Management Inc. purchased a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the third quarter valued at approximately $40,000. Transce3nd LLC boosted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 84.7% during the second quarter. Transce3nd LLC now owns 484 shares of the company’s stock valued at $48,000 after purchasing an additional 222 shares during the period. Finally, GAMMA Investing LLC grew its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 509.3% in the third quarter. GAMMA Investing LLC now owns 524 shares of the company’s stock worth $53,000 after purchasing an additional 438 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 0.2%

Shares of NYSEARCA AGG opened at $100.05 on Monday. The firm’s fifty day moving average is $100.15 and its 200 day moving average is $99.82. iShares Core U.S. Aggregate Bond ETF has a 52 week low of $96.15 and a 52 week high of $101.35. The company has a market cap of $136.60 billion, a price-to-earnings ratio of 124.57 and a beta of 0.25.

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.