Optivise Advisory Services LLC Sells 9,729 Shares of iShares Core U.S. Aggregate Bond ETF $AGG

Optivise Advisory Services LLC lessened its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 54.1% in the 4th quarter, Holdings Channel.com reports. The firm owned 8,251 shares of the company’s stock after selling 9,729 shares during the quarter. Optivise Advisory Services LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $824,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Fiduciary Financial Group LLC boosted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 30.2% in the 4th quarter. Fiduciary Financial Group LLC now owns 13,506 shares of the company’s stock valued at $1,349,000 after buying an additional 3,134 shares in the last quarter. Curated Wealth Partners LLC bought a new position in shares of iShares Core U.S. Aggregate Bond ETF during the 4th quarter worth approximately $3,913,000. MKD Wealth Coaches LLC raised its stake in shares of iShares Core U.S. Aggregate Bond ETF by 0.6% during the 4th quarter. MKD Wealth Coaches LLC now owns 73,424 shares of the company’s stock worth $7,334,000 after acquiring an additional 455 shares in the last quarter. Balefire LLC lifted its position in iShares Core U.S. Aggregate Bond ETF by 134.7% during the fourth quarter. Balefire LLC now owns 27,602 shares of the company’s stock valued at $2,757,000 after acquiring an additional 15,841 shares during the last quarter. Finally, Howard Financial Services LTD. purchased a new stake in iShares Core U.S. Aggregate Bond ETF during the fourth quarter valued at approximately $441,000. 83.63% of the stock is currently owned by institutional investors.

iShares Core U.S. Aggregate Bond ETF Stock Up 0.4%

Shares of AGG opened at $99.11 on Thursday. The company has a 50 day moving average of $100.16 and a two-hundred day moving average of $100.26. iShares Core U.S. Aggregate Bond ETF has a twelve month low of $96.15 and a twelve month high of $101.46. The company has a market cap of $136.97 billion, a price-to-earnings ratio of 124.57 and a beta of 0.25.

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.