iShares Core U.S. Aggregate Bond ETF $AGG Shares Bought by Avior Wealth Management LLC

Avior Wealth Management LLC lifted its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 74.9% during the fourth quarter, according to the company in its most recent filing with the SEC. The fund owned 26,159 shares of the company’s stock after buying an additional 11,206 shares during the quarter. Avior Wealth Management LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $2,603,000 as of its most recent filing with the SEC.

Several other institutional investors also recently made changes to their positions in AGG. Wiser Advisor Group LLC acquired a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the 3rd quarter worth about $29,000. North Ridge Wealth Advisors Inc. bought a new stake in iShares Core U.S. Aggregate Bond ETF during the 2nd quarter valued at $29,000. Collier Financial acquired a new position in iShares Core U.S. Aggregate Bond ETF during the 3rd quarter worth $31,000. JCIC Asset Management Inc. acquired a new stake in iShares Core U.S. Aggregate Bond ETF in the third quarter worth about $32,000. Finally, Evolution Wealth Management Inc. bought a new position in iShares Core U.S. Aggregate Bond ETF in the 3rd quarter valued at about $40,000. 83.63% of the stock is owned by institutional investors.

iShares Core U.S. Aggregate Bond ETF Stock Down 0.8%

Shares of AGG stock opened at $98.66 on Friday. The stock has a 50-day simple moving average of $100.23 and a 200 day simple moving average of $100.27. The stock has a market capitalization of $136.35 billion, a P/E ratio of 124.57 and a beta of 0.25. iShares Core U.S. Aggregate Bond ETF has a fifty-two week low of $96.15 and a fifty-two week high of $101.46.

iShares Core U.S. Aggregate Bond ETF 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.