iShares Core U.S. Aggregate Bond ETF $AGG Shares Acquired by Kingswood Wealth Advisors LLC

Kingswood Wealth Advisors LLC grew its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 92.1% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 109,257 shares of the company’s stock after purchasing an additional 52,382 shares during the quarter. Kingswood Wealth Advisors LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $10,913,000 as of its most recent filing with the SEC.

A number of other institutional investors have also modified their holdings of AGG. Brighton Jones LLC raised its stake in shares of iShares Core U.S. Aggregate Bond ETF by 238.0% in the 4th 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 in the last quarter. Revolve Wealth Partners LLC raised its stake in shares of 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 purchasing an additional 3,044 shares in the last quarter. Russell Investments Group Ltd. acquired a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the 2nd quarter valued at about $111,000. Ieq Capital LLC raised its stake in shares of iShares Core U.S. Aggregate Bond ETF by 9.9% in the 2nd quarter. Ieq Capital LLC now owns 47,381 shares of the company’s stock valued at $4,700,000 after purchasing an additional 4,269 shares in the last quarter. Finally, Quantinno Capital Management LP raised its stake in shares of iShares Core U.S. Aggregate Bond ETF by 7.6% in the 2nd quarter. Quantinno Capital Management LP now owns 13,419 shares of the company’s stock valued at $1,331,000 after purchasing an additional 943 shares in 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 iShares Core U.S. Aggregate Bond ETF stock opened at $99.47 on Wednesday. The firm has a market cap of $135.86 billion, a PE ratio of 124.57 and a beta of 0.27. The firm’s 50-day simple moving average is $99.88 and its 200-day simple moving average is $100.12. iShares Core U.S. Aggregate Bond ETF has a 1 year low of $96.66 and a 1 year high of $101.46.

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.