26,569 Shares in iShares Core U.S. Aggregate Bond ETF $AGG Bought by Surience Private Wealth LLC
by Scott Moore · The Cerbat GemSurience Private Wealth LLC bought a new position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) in the third quarter, HoldingsChannel.com reports. The firm bought 26,569 shares of the company’s stock, valued at approximately $2,664,000. iShares Core U.S. Aggregate Bond ETF comprises about 2.4% of Surience Private Wealth LLC’s portfolio, making the stock its 14th largest position.
Several other hedge funds and other institutional investors also recently made changes to their positions in AGG. Brighton Jones LLC increased its position in iShares Core U.S. Aggregate Bond ETF by 238.0% during the fourth quarter. Brighton Jones LLC now owns 9,984 shares of the company’s stock worth $967,000 after acquiring an additional 7,030 shares during the period. Revolve Wealth Partners LLC grew its position in iShares Core U.S. Aggregate Bond ETF by 50.0% during the fourth quarter. Revolve Wealth Partners LLC now owns 9,127 shares of the company’s stock worth $884,000 after buying an additional 3,044 shares in the last quarter. Price T Rowe Associates Inc. MD lifted its position in shares of iShares Core U.S. Aggregate Bond ETF by 31.3% in the 1st quarter. Price T Rowe Associates Inc. MD now owns 720,405 shares of the company’s stock worth $71,263,000 after acquiring an additional 171,677 shares during the period. Wescott Financial Advisory Group LLC grew its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 3.7% during the 1st quarter. Wescott Financial Advisory Group LLC now owns 100,114 shares of the company’s stock worth $9,903,000 after purchasing an additional 3,528 shares in the last quarter. Finally, Gitterman Wealth Management LLC increased its position in shares of iShares Core U.S. Aggregate Bond ETF by 44.6% during the first quarter. Gitterman Wealth Management LLC now owns 6,314 shares of the company’s stock valued at $625,000 after purchasing an additional 1,946 shares during the period. 83.63% of the stock is owned by institutional investors and hedge funds.
iShares Core U.S. Aggregate Bond ETF Price Performance
Shares of AGG stock opened at $99.84 on Friday. The stock has a market cap of $134.35 billion, a P/E ratio of 124.57 and a beta of 0.25. The stock has a fifty day moving average price of $100.44 and a 200 day moving average price of $99.54. iShares Core U.S. Aggregate Bond ETF has a one year low of $95.74 and a one year high of $101.35.
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.
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