Legacy Financial Advisors Inc. Makes New Investment in iShares Core U.S. Aggregate Bond ETF $AGG

Legacy Financial Advisors Inc. acquired a new stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGGFree Report) in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm acquired 6,736 shares of the company’s stock, valued at approximately $673,000.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in AGG. Valley National Advisers Inc. increased its position in iShares Core U.S. Aggregate Bond ETF by 339.0% during the 4th quarter. Valley National Advisers Inc. now owns 259 shares of the company’s stock valued at $25,000 after buying an additional 200 shares in the last quarter. Cresta Advisors Ltd. bought a new position in iShares Core U.S. Aggregate Bond ETF in the 4th quarter worth about $25,000. Wiser Advisor Group LLC bought a new position in iShares Core U.S. Aggregate Bond ETF in the 3rd quarter worth about $29,000. North Ridge Wealth Advisors Inc. bought a new position in iShares Core U.S. Aggregate Bond ETF in the 2nd quarter worth about $29,000. Finally, Collier Financial bought a new position in iShares Core U.S. Aggregate Bond ETF in the 3rd quarter worth about $31,000. Institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Price Performance

Shares of iShares Core U.S. Aggregate Bond ETF stock opened at $98.67 on Thursday. The firm’s 50-day moving average is $99.37 and its 200 day moving average is $99.97. The stock has a market cap of $134.81 billion, a price-to-earnings ratio of 124.57 and a beta of 0.26. 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

(Free Report)

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.

See Also

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Institutional Ownership by Quarter for iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

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