Investment House LLC Has $2.40 Million Stake in iShares Core U.S. Aggregate Bond ETF $AGG

Investment House LLC raised its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 202.8% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 23,968 shares of the company’s stock after buying an additional 16,053 shares during the period. Investment House LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $2,403,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently made changes to their positions in the stock. Brighton Jones LLC grew its holdings 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 valued at $967,000 after purchasing an additional 7,030 shares during the last quarter. Revolve Wealth Partners LLC grew its stake in iShares Core U.S. Aggregate Bond ETF by 50.0% in the 4th quarter. Revolve Wealth Partners LLC now owns 9,127 shares of the company’s stock valued at $884,000 after buying an additional 3,044 shares during the last quarter. Novem Group raised its holdings in iShares Core U.S. Aggregate Bond ETF by 9.8% in the 2nd quarter. Novem Group now owns 2,367 shares of the company’s stock worth $235,000 after acquiring an additional 211 shares during the period. ST Germain D J Co. Inc. raised its holdings in iShares Core U.S. Aggregate Bond ETF by 6,192.0% in the 2nd quarter. ST Germain D J Co. Inc. now owns 1,573 shares of the company’s stock worth $156,000 after acquiring an additional 1,548 shares during the period. Finally, Vestia Personal Wealth Advisors lifted its position in iShares Core U.S. Aggregate Bond ETF by 5.2% during the 2nd quarter. Vestia Personal Wealth Advisors now owns 2,167 shares of the company’s stock worth $215,000 after acquiring an additional 107 shares during the last quarter. Institutional investors and hedge funds own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Performance

Shares of NYSEARCA:AGG opened at $100.11 on Friday. The company has a market cap of $137.01 billion, a P/E ratio of 124.57 and a beta of 0.25. The stock’s 50-day moving average is $100.13 and its 200-day moving average is $99.87. iShares Core U.S. Aggregate Bond ETF has a 52-week low of $96.15 and a 52-week high of $101.35.

About iShares Core U.S. Aggregate Bond ETF

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.