S Harris Financial Group LLC Takes Position in iShares Core U.S. Aggregate Bond ETF $AGG

S Harris Financial Group LLC purchased a new position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 10,119 shares of the company’s stock, valued at approximately $1,011,000. iShares Core U.S. Aggregate Bond ETF comprises 1.0% of S Harris Financial Group LLC’s holdings, making the stock its 19th biggest holding.

Several other institutional investors and hedge funds have also recently bought and sold shares of the business. Raymond James Financial Inc. boosted its position in iShares Core U.S. Aggregate Bond ETF by 7.0% during the fourth quarter. Raymond James Financial Inc. now owns 84,760,819 shares of the company’s stock worth $8,465,912,000 after purchasing an additional 5,514,115 shares during the period. Bank of America Corp DE boosted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 16.0% during the fourth quarter. Bank of America Corp DE now owns 53,737,402 shares of the company’s stock worth $5,367,292,000 after acquiring an additional 7,411,242 shares during the period. US Bancorp DE grew its position in shares of iShares Core U.S. Aggregate Bond ETF by 1.2% in the fourth quarter. US Bancorp DE now owns 42,844,111 shares of the company’s stock valued at $4,279,296,000 after purchasing an additional 489,837 shares during the last quarter. Mercer Global Advisors Inc. ADV grew its position in shares of iShares Core U.S. Aggregate Bond ETF by 9.1% in the fourth quarter. Mercer Global Advisors Inc. ADV now owns 36,259,568 shares of the company’s stock valued at $3,621,605,000 after purchasing an additional 3,032,433 shares during the last quarter. Finally, Morgan Stanley increased its stake in shares of iShares Core U.S. Aggregate Bond ETF by 4.0% during the fourth quarter. Morgan Stanley now owns 32,483,415 shares of the company’s stock worth $3,244,444,000 after purchasing an additional 1,245,217 shares during the period. Institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Price Performance

AGG stock opened at $98.90 on Friday. The business’s fifty day moving average price is $98.90 and its two-hundred day moving average price is $99.61. The stock has a market capitalization of $135.13 billion, a price-to-earnings ratio of 124.57 and a beta of 0.25. iShares Core U.S. Aggregate Bond ETF has a fifty-two week low of $97.51 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.