iShares ESG Aware U.S. Aggregate Bond ETF (NYSEARCA:EAGG) Position Boosted by Invera Wealth Advisors LLC

Invera Wealth Advisors LLC boosted its position in iShares ESG Aware U.S. Aggregate Bond ETF (NYSEARCA:EAGG) by 38.2% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 22,150 shares of the company’s stock after buying an additional 6,118 shares during the quarter. Invera Wealth Advisors LLC’s holdings in iShares ESG Aware U.S. Aggregate Bond ETF were worth $1,014,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. JPMorgan Chase & Co. raised its holdings in shares of iShares ESG Aware U.S. Aggregate Bond ETF by 32.1% during the third quarter. JPMorgan Chase & Co. now owns 5,435,095 shares of the company’s stock worth $246,210,000 after purchasing an additional 1,321,321 shares during the period. Bank of New York Mellon Corp grew its position in shares of iShares ESG Aware U.S. Aggregate Bond ETF by 638.8% during the 3rd quarter. Bank of New York Mellon Corp now owns 395,167 shares of the company’s stock valued at $17,901,000 after buying an additional 341,678 shares during the last quarter. Ameriprise Financial Inc. raised its stake in iShares ESG Aware U.S. Aggregate Bond ETF by 13.6% during the third quarter. Ameriprise Financial Inc. now owns 2,088,329 shares of the company’s stock worth $94,553,000 after acquiring an additional 249,716 shares during the period. Bear Mountain Capital Inc. acquired a new stake in iShares ESG Aware U.S. Aggregate Bond ETF during the fourth quarter worth about $2,384,000. Finally, Baystate Wealth Management LLC lifted its holdings in iShares ESG Aware U.S. Aggregate Bond ETF by 109.6% in the fourth quarter. Baystate Wealth Management LLC now owns 61,772 shares of the company’s stock worth $2,949,000 after acquiring an additional 32,299 shares during the last quarter.

iShares ESG Aware U.S. Aggregate Bond ETF Stock Performance

EAGG stock traded up $0.13 during midday trading on Monday, reaching $45.93. The company had a trading volume of 198,937 shares, compared to its average volume of 290,570. The stock has a 50 day moving average price of $46.56 and a 200 day moving average price of $46.48. iShares ESG Aware U.S. Aggregate Bond ETF has a fifty-two week low of $44.07 and a fifty-two week high of $48.39.

iShares ESG Aware U.S. Aggregate Bond ETF Company Profile

The iShares ESG U.S. Aggregate Bond ETF (EAGG) is an exchange-traded fund that mostly invests in investment grade fixed income. The fund tracks a market-value-weighted index of US dollar-denominated bonds from issuers evaluated for favorable ESG practices. EAGG was launched on Oct 18, 2018 and is managed by BlackRock.