iShares Core U.S. Aggregate Bond ETF $AGG Stock Holdings Lifted by Atria Investments Inc

Atria Investments Inc lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 55.3% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 284,924 shares of the company’s stock after acquiring an additional 101,418 shares during the quarter. Atria Investments Inc’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $28,564,000 at the end of the most recent reporting period.

Other hedge funds have also modified their holdings of the company. Brighton Jones LLC boosted its position in iShares Core U.S. Aggregate Bond ETF by 238.0% during the 4th quarter. Brighton Jones LLC now owns 9,984 shares of the company’s stock worth $967,000 after acquiring an additional 7,030 shares during the period. Revolve Wealth Partners LLC grew its stake in iShares Core U.S. Aggregate Bond ETF by 50.0% in the 4th quarter. Revolve Wealth Partners LLC now owns 9,127 shares of the company’s stock valued at $884,000 after buying an additional 3,044 shares during the last quarter. Vontobel Holding Ltd. increased its stake in shares of iShares Core U.S. Aggregate Bond ETF by 6.9% in the second quarter. Vontobel Holding Ltd. now owns 4,805 shares of the company’s stock worth $477,000 after purchasing an additional 310 shares during the period. Courier Capital LLC lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 60.6% during the second quarter. Courier Capital LLC now owns 6,376 shares of the company’s stock worth $632,000 after buying an additional 2,407 shares during the last quarter. Finally, Aries Wealth Management boosted its holdings in iShares Core U.S. Aggregate Bond ETF by 4.5% in the 2nd quarter. Aries Wealth Management now owns 21,485 shares of the company’s stock valued at $2,131,000 after purchasing an additional 916 shares during the period. 83.63% of the stock is currently owned by institutional investors and hedge funds.

iShares Core U.S. Aggregate Bond ETF Price Performance

Shares of iShares Core U.S. Aggregate Bond ETF stock opened at $100.22 on Thursday. iShares Core U.S. Aggregate Bond ETF has a 52-week low of $96.15 and a 52-week high of $101.35. The firm has a market capitalization of $138.50 billion, a PE ratio of 124.57 and a beta of 0.25. The company’s fifty day moving average price is $100.03 and its two-hundred day moving average price is $100.04.

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.