iShares Core U.S. Aggregate Bond ETF $AGG Position Lowered by Heritage Family Offices LLP

Heritage Family Offices LLP reduced its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 57.0% during the third quarter, according to its most recent filing with the SEC. The fund owned 12,081 shares of the company’s stock after selling 16,008 shares during the quarter. Heritage Family Offices LLP’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $1,142,000 at the end of the most recent quarter.

Several other institutional investors also recently added to or reduced their stakes in AGG. Financial Network Wealth Advisors LLC bought a new stake in iShares Core U.S. Aggregate Bond ETF in the third quarter worth about $27,000. Main Street Group LTD bought a new position in shares of iShares Core U.S. Aggregate Bond ETF during the 1st quarter valued at approximately $30,000. JCIC Asset Management Inc. bought a new position in shares of iShares Core U.S. Aggregate Bond ETF during the 3rd quarter valued at approximately $30,000. John Boyer Inc. bought a new position in shares of iShares Core U.S. Aggregate Bond ETF during the 3rd quarter valued at approximately $33,000. Finally, Investors Research Corp increased its stake 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 purchasing an additional 149 shares during the last quarter. Institutional investors own 83.63% of the company’s stock.

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

Shares of AGG stock traded down $0.07 during trading hours on Friday, hitting $96.55. 11,643,365 shares of the company were exchanged, compared to its average volume of 9,771,159. The stock has a market capitalization of $139.35 billion, a price-to-earnings ratio of 124.57 and a beta of 0.26. The firm has a fifty day simple moving average of $95.71 and a 200 day simple moving average of $98.16. iShares Core U.S. Aggregate Bond ETF has a 52-week low of $93.83 and a 52-week high of $101.46.

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.