iShares Core U.S. Aggregate Bond ETF $AGG Shares Bought by Sequoia Financial Advisors LLC

Sequoia Financial Advisors LLC grew its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 7.5% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 168,392 shares of the company’s stock after acquiring an additional 11,800 shares during the quarter. Sequoia Financial Advisors LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $16,819,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently modified their holdings of AGG. Brighton Jones LLC increased its stake in shares of iShares Core U.S. Aggregate Bond ETF by 238.0% during the 4th quarter. Brighton Jones LLC now owns 9,984 shares of the company’s stock valued at $967,000 after acquiring an additional 7,030 shares during the last quarter. Revolve Wealth Partners LLC increased its stake in shares of iShares Core U.S. Aggregate Bond ETF by 50.0% during the 4th quarter. Revolve Wealth Partners LLC now owns 9,127 shares of the company’s stock valued at $884,000 after acquiring an additional 3,044 shares during the last quarter. Russell Investments Group Ltd. acquired a new position in shares of iShares Core U.S. Aggregate Bond ETF during the 2nd quarter valued at about $111,000. Ieq Capital LLC increased its stake in shares of iShares Core U.S. Aggregate Bond ETF by 9.9% during the 2nd quarter. Ieq Capital LLC now owns 47,381 shares of the company’s stock valued at $4,700,000 after acquiring an additional 4,269 shares during the last quarter. Finally, Quantinno Capital Management LP increased its stake in shares of iShares Core U.S. Aggregate Bond ETF by 7.6% during the 2nd quarter. Quantinno Capital Management LP now owns 13,419 shares of the company’s stock valued at $1,331,000 after acquiring an additional 943 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 Price Performance

NYSEARCA AGG opened at $98.95 on Friday. iShares Core U.S. Aggregate Bond ETF has a 12 month low of $96.66 and a 12 month high of $101.46. The company has a 50-day moving average of $99.55 and a 200-day moving average of $100.04. The company has a market cap of $135.20 billion, a P/E ratio of 124.57 and a beta of 0.26.

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.