Ritholtz Wealth Management increased its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 2.0% in the 3rd quarter, Holdings Channel reports. The firm owned 1,308,293 shares of the company’s stock after purchasing an additional 25,060 shares during the period. iShares Core U.S. Aggregate Bond ETF accounts for approximately 1.8% of Ritholtz Wealth Management’s holdings, making the stock its 12th biggest position. Ritholtz Wealth Management’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $123,686,000 at the end of the most recent reporting period.
A number of other large investors have also recently added to or reduced their stakes in AGG. Fortitude Advisory Group L.L.C. raised its position in shares of iShares Core U.S. Aggregate Bond ETF by 1.3% in the second quarter. Fortitude Advisory Group L.L.C. now owns 8,566 shares of the company’s stock valued at $848,000 after purchasing an additional 107 shares during the period. Asset Management Group Inc. lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 0.5% in the first quarter. Asset Management Group Inc. now owns 25,418 shares of the company’s stock worth $2,523,000 after buying an additional 122 shares during the last quarter. Trilogy Capital Inc. lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 0.5% in the second quarter. Trilogy Capital Inc. now owns 23,395 shares of the company’s stock worth $2,316,000 after buying an additional 126 shares during the last quarter. Everhart Financial Group Inc. boosted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 3.7% during the 2nd quarter. Everhart Financial Group Inc. now owns 3,551 shares of the company’s stock worth $351,000 after buying an additional 126 shares during the period. Finally, Investors Research Corp boosted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 73.4% during the 2nd quarter. Investors Research Corp now owns 352 shares of the company’s stock worth $35,000 after buying an additional 149 shares during the period. Institutional investors own 83.63% of the company’s stock.
iShares Core U.S. Aggregate Bond ETF Trading Down 0.0%
NYSEARCA:AGG opened at $95.84 on Thursday. iShares Core U.S. Aggregate Bond ETF has a 1 year low of $93.83 and a 1 year high of $101.46. The firm’s fifty day simple moving average is $95.64 and its 200 day simple moving average is $98.10. The firm has a market capitalization of $138.13 billion, a PE ratio of 124.57 and a beta of 0.26.
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.
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