Waldron Private Wealth LLC Makes New $2.14 Million Investment in iShares Core U.S. Aggregate Bond ETF $AGG

Waldron Private Wealth LLC acquired a new stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) during the 3rd quarter, HoldingsChannel.com reports. The institutional investor acquired 22,589 shares of the company’s stock, valued at approximately $2,136,000.

Several other institutional investors and hedge funds have also recently modified their holdings of the stock. Calamos Wealth Management LLC acquired a new position in iShares Core U.S. Aggregate Bond ETF in the 3rd quarter valued at about $13,226,000. Alamar Capital Management LLC raised its holdings in iShares Core U.S. Aggregate Bond ETF by 1.2% in the 3rd quarter. Alamar Capital Management LLC now owns 78,086 shares of the company’s stock valued at $7,382,000 after acquiring an additional 936 shares during the period. Burke & Herbert Bank & Trust Co. acquired a new stake in iShares Core U.S. Aggregate Bond ETF during the third quarter worth approximately $3,324,000. Joel Adams & Associates Inc. lifted its position in iShares Core U.S. Aggregate Bond ETF by 2.7% during the third quarter. Joel Adams & Associates Inc. now owns 196,248 shares of the company’s stock worth $18,553,000 after acquiring an additional 5,110 shares during the last quarter. Finally, Steele Capital Management Inc. acquired a new stake in iShares Core U.S. Aggregate Bond ETF during the third quarter worth approximately $94,825,000. 83.63% of the stock is currently owned by institutional investors and hedge funds.

iShares Core U.S. Aggregate Bond ETF Trading Down 0.1%

Shares of NYSEARCA:AGG traded down $0.07 during trading on Friday, reaching $96.55. 11,643,365 shares of the stock were exchanged, compared to its average volume of 9,771,159. iShares Core U.S. Aggregate Bond ETF has a 12 month low of $93.83 and a 12 month high of $101.46. The firm has a market cap of $139.35 billion, a PE ratio of 124.57 and a beta of 0.26. The stock has a 50-day moving average price of $95.71 and a 200-day moving average price of $98.16.

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.