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

Ritholtz Wealth Management lifted its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 3.9% in the 1st quarter, HoldingsChannel reports. The institutional investor owned 1,243,118 shares of the company’s stock after purchasing an additional 46,615 shares during the quarter. iShares Core U.S. Aggregate Bond ETF accounts for approximately 2.1% of Ritholtz Wealth Management’s investment portfolio, making the stock its 10th largest holding. Ritholtz Wealth Management’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $123,404,000 at the end of the most recent reporting period.

Other large investors have also added to or reduced their stakes in the company. Bank of America Corp DE raised its holdings in iShares Core U.S. Aggregate Bond ETF by 16.0% in the 4th quarter. Bank of America Corp DE now owns 53,737,402 shares of the company’s stock valued at $5,367,292,000 after acquiring an additional 7,411,242 shares in the last quarter. Raymond James Financial Inc. lifted its position in shares of iShares Core U.S. Aggregate Bond ETF by 7.0% during the 4th quarter. Raymond James Financial Inc. now owns 84,760,819 shares of the company’s stock valued at $8,465,912,000 after acquiring an additional 5,514,115 shares during the period. Mercer Global Advisors Inc. ADV grew its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 17.5% during the 3rd quarter. Mercer Global Advisors Inc. ADV now owns 33,227,135 shares of the company’s stock worth $3,331,020,000 after purchasing an additional 4,942,715 shares in the last quarter. Northern Trust Corp grew its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 25.1% during the 4th quarter. Northern Trust Corp now owns 20,705,925 shares of the company’s stock worth $2,068,108,000 after purchasing an additional 4,148,106 shares in the last quarter. Finally, Constellation Investments Inc. increased its position in shares of iShares Core U.S. Aggregate Bond ETF by 70.2% in the fourth quarter. Constellation Investments Inc. now owns 7,062,919 shares of the company’s stock worth $705,444,000 after purchasing an additional 2,914,000 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 Up 0.5%

AGG stock opened at $99.19 on Thursday. The company has a market cap of $135.52 billion, a PE ratio of 124.57 and a beta of 0.25. The business has a 50-day simple moving average of $98.86 and a 200 day simple moving average of $99.58. iShares Core U.S. Aggregate Bond ETF has a 52 week low of $97.51 and a 52 week high of $101.46.

About iShares Core U.S. Aggregate Bond ETF

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.