Atria Investments Inc Raises Position in iShares Core U.S. Aggregate Bond ETF $AGG

Atria Investments Inc raised its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 105.8% in the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 183,506 shares of the company’s stock after buying an additional 94,332 shares during the quarter. Atria Investments Inc’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $18,204,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors have also added to or reduced their stakes in the company. Savvy Advisors Inc. grew its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 523.5% during the second quarter. Savvy Advisors Inc. now owns 311,642 shares of the company’s stock worth $30,915,000 after purchasing an additional 261,662 shares in the last quarter. Noesis Capital Mangement Corp bought a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the 2nd quarter worth $276,000. Retirement Systems of Alabama lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 1.4% during the 2nd quarter. Retirement Systems of Alabama now owns 25,683 shares of the company’s stock worth $2,548,000 after acquiring an additional 353 shares during the last quarter. Keybank National Association OH grew its position in iShares Core U.S. Aggregate Bond ETF by 1.5% in the second quarter. Keybank National Association OH now owns 988,788 shares of the company’s stock worth $98,088,000 after acquiring an additional 14,199 shares in the last quarter. Finally, Premier Path Wealth Partners LLC increased its stake in iShares Core U.S. Aggregate Bond ETF by 71.8% in the second quarter. Premier Path Wealth Partners LLC now owns 10,319 shares of the company’s stock valued at $1,024,000 after acquiring an additional 4,312 shares during the last quarter. 83.63% of the stock is currently owned by institutional investors.

iShares Core U.S. Aggregate Bond ETF Stock Down 0.5%

NYSEARCA AGG opened at $100.79 on Thursday. The stock’s 50-day simple moving average is $100.27 and its two-hundred day simple moving average is $98.92. iShares Core U.S. Aggregate Bond ETF has a twelve month low of $95.74 and a twelve month high of $101.35. The company has a market capitalization of $135.28 billion, a price-to-earnings ratio of 124.57 and a beta of 0.25.

iShares Core U.S. Aggregate Bond ETF Company 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.