Whitegate Investment Counselors Inc. Buys 1,038 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Whitegate Investment Counselors Inc. lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 1.6% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 65,222 shares of the company’s stock after acquiring an additional 1,038 shares during the quarter. iShares Core U.S. Aggregate Bond ETF makes up approximately 2.0% of Whitegate Investment Counselors Inc.’s holdings, making the stock its 19th biggest position. Whitegate Investment Counselors Inc.’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $6,473,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Long Run Wealth Advisors LLC raised its holdings in iShares Core U.S. Aggregate Bond ETF by 0.5% in the fourth quarter. Long Run Wealth Advisors LLC now owns 20,150 shares of the company’s stock worth $2,000,000 after purchasing an additional 105 shares in the last quarter. Carmichael Hill & Associates Inc. raised its stake in shares of iShares Core U.S. Aggregate Bond ETF by 6.6% during the 4th quarter. Carmichael Hill & Associates Inc. now owns 1,697 shares of the company’s stock worth $168,000 after acquiring an additional 105 shares in the last quarter. Brickley Wealth Management lifted its position in iShares Core U.S. Aggregate Bond ETF by 4.4% during the third quarter. Brickley Wealth Management now owns 2,623 shares of the company’s stock valued at $247,000 after acquiring an additional 110 shares during the last quarter. O Connor Financial Group LLC boosted its stake in iShares Core U.S. Aggregate Bond ETF by 4.4% in the fourth quarter. O Connor Financial Group LLC now owns 2,676 shares of the company’s stock valued at $266,000 after acquiring an additional 112 shares in the last quarter. Finally, RKL Wealth Management LLC grew its holdings in iShares Core U.S. Aggregate Bond ETF by 0.3% in the third quarter. RKL Wealth Management LLC now owns 45,871 shares of the company’s stock worth $4,314,000 after purchasing an additional 116 shares during the last quarter. 83.63% of the stock is owned by hedge funds and other institutional investors.

iShares Core U.S. Aggregate Bond ETF Stock Performance

Shares of AGG traded up $0.49 during midday trading on Friday, hitting $96.19. 9,146,714 shares of the company’s stock traded hands, compared to its average volume of 10,411,634. iShares Core U.S. Aggregate Bond ETF has a 1 year low of $91.58 and a 1 year high of $100.42. The firm’s fifty day moving average is $96.75 and its 200-day moving average is $96.70.

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.