iShares Core U.S. Aggregate Bond ETF $AGG Shares Purchased by Koss Olinger Consulting LLC

by · The Cerbat Gem

Koss Olinger Consulting LLC increased its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 111.5% during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 703,413 shares of the company’s stock after acquiring an additional 370,869 shares during the period. iShares Core U.S. Aggregate Bond ETF comprises about 5.4% of Koss Olinger Consulting LLC’s portfolio, making the stock its 3rd biggest position. Koss Olinger Consulting LLC owned about 0.05% of iShares Core U.S. Aggregate Bond ETF worth $70,257,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also bought and sold shares of the company. ARK & TLK Investments LLC raised its stake in iShares Core U.S. Aggregate Bond ETF by 23.1% during the 4th quarter. ARK & TLK Investments LLC now owns 9,959 shares of the company’s stock worth $995,000 after buying an additional 1,867 shares during the period. Yukon Wealth Management Inc. raised its stake in iShares Core U.S. Aggregate Bond ETF by 1.2% during the 4th quarter. Yukon Wealth Management Inc. now owns 11,414 shares of the company’s stock worth $1,137,000 after buying an additional 137 shares during the period. Zhang Financial LLC raised its stake in iShares Core U.S. Aggregate Bond ETF by 57.7% during the 4th quarter. Zhang Financial LLC now owns 455,781 shares of the company’s stock worth $45,523,000 after buying an additional 166,678 shares during the period. Valpey Financial Services LLC raised its stake in iShares Core U.S. Aggregate Bond ETF by 9,942.1% during the 4th quarter. Valpey Financial Services LLC now owns 2,872,830 shares of the company’s stock worth $286,938,000 after buying an additional 2,844,222 shares during the period. Finally, Principia Wealth Advisory LLC raised its stake in iShares Core U.S. Aggregate Bond ETF by 102.8% during the 4th quarter. Principia Wealth Advisory LLC now owns 4,048 shares of the company’s stock worth $404,000 after buying an additional 2,052 shares during the period. Institutional investors own 83.63% of the company’s stock.

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

AGG stock opened at $99.06 on Friday. The firm has a market cap of $135.35 billion, a PE ratio of 124.57 and a beta of 0.26. The business has a 50 day moving average of $99.02 and a 200-day moving average of $99.80. iShares Core U.S. Aggregate Bond ETF has a 12-month low of $97.23 and a 12-month high of $101.46.

About iShares Core U.S. Aggregate Bond ETF

(Free Report)

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.

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