iShares Core U.S. Aggregate Bond ETF $AGG Shares Acquired by Kovack Advisors Inc.

Kovack Advisors Inc. lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 24.5% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 76,516 shares of the company’s stock after acquiring an additional 15,060 shares during the quarter. Kovack Advisors Inc.’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $7,642,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Kampmann Melissa S. raised its position in iShares Core U.S. Aggregate Bond ETF by 1.0% during the fourth quarter. Kampmann Melissa S. now owns 10,508 shares of the company’s stock valued at $1,051,000 after buying an additional 100 shares during the period. Rothschild Investment LLC grew its stake in iShares Core U.S. Aggregate Bond ETF by 4.4% during the 3rd quarter. Rothschild Investment LLC now owns 2,441 shares of the company’s stock valued at $245,000 after acquiring an additional 102 shares in the last quarter. Woodside Wealth Management LLC increased its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 1.7% in the 3rd quarter. Woodside Wealth Management LLC now owns 6,241 shares of the company’s stock valued at $626,000 after purchasing an additional 104 shares during the period. Stephens Consulting LLC lifted its position in shares of iShares Core U.S. Aggregate Bond ETF by 9.4% in the fourth quarter. Stephens Consulting LLC now owns 1,288 shares of the company’s stock worth $129,000 after purchasing an additional 111 shares in the last quarter. Finally, Hoge Financial Services LLC boosted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 1.3% during the fourth quarter. Hoge Financial Services LLC now owns 8,521 shares of the company’s stock worth $851,000 after purchasing an additional 111 shares during the period. 83.63% of the stock is currently owned by hedge funds and other institutional investors.

iShares Core U.S. Aggregate Bond ETF Stock Performance

Shares of AGG opened at $98.88 on Friday. The company has a market capitalization of $135.10 billion, a PE ratio of 124.57 and a beta of 0.25. The company’s 50 day moving average price is $98.94 and its 200 day moving average price is $99.69. iShares Core U.S. Aggregate Bond ETF has a 52 week low of $97.51 and a 52 week high of $101.46.

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.