Evolution Wealth Advisors LLC Makes New $450,000 Investment in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Evolution Wealth Advisors LLC acquired a new position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund acquired 4,533 shares of the company’s stock, valued at approximately $450,000.

Several other institutional investors and hedge funds have also recently bought and sold shares of the stock. Empirical Financial Services LLC d.b.a. Empirical Wealth Management increased its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 145.5% in the 1st quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management now owns 6,590 shares of the company’s stock valued at $705,000 after purchasing an additional 3,906 shares during the period. Laurel Wealth Advisors Inc. grew its stake in shares of iShares Core U.S. Aggregate Bond ETF by 36.2% in the 1st quarter. Laurel Wealth Advisors Inc. now owns 52,003 shares of the company’s stock valued at $5,570,000 after buying an additional 13,829 shares in the last quarter. Worth Asset Management LLC bought a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the 1st quarter valued at approximately $44,000. Baltimore Washington Financial Advisors Inc. bought a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the 1st quarter valued at approximately $241,000. Finally, West Michigan Advisors LLC grew its stake in shares of iShares Core U.S. Aggregate Bond ETF by 2.0% in the 1st quarter. West Michigan Advisors LLC now owns 14,640 shares of the company’s stock valued at $1,568,000 after buying an additional 292 shares in the last quarter. Institutional investors and hedge funds own 83.63% of the company’s stock.

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

Shares of NYSEARCA AGG traded up $0.11 during trading hours on Friday, hitting $95.39. The stock had a trading volume of 9,121,593 shares, compared to its average volume of 9,307,015. The firm’s 50-day moving average price is $97.12 and its two-hundred day moving average price is $96.53. iShares Core U.S. Aggregate Bond ETF has a 52 week low of $91.58 and a 52 week high of $100.42.

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.