iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Stake Boosted by Geller Advisors LLC

Geller Advisors LLC increased its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 7.0% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 318,324 shares of the company’s stock after acquiring an additional 20,843 shares during the quarter. iShares Core U.S. Aggregate Bond ETF makes up about 2.2% of Geller Advisors LLC’s investment portfolio, making the stock its 6th largest position. Geller Advisors LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $32,237,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Vawter Financial Ltd. raised its position in iShares Core U.S. Aggregate Bond ETF by 0.9% in the second quarter. Vawter Financial Ltd. now owns 11,001 shares of the company’s stock valued at $1,068,000 after purchasing an additional 100 shares during the period. Mesirow Financial Investment Management Inc. lifted its position in shares of iShares Core U.S. Aggregate Bond ETF by 0.8% during the 3rd quarter. Mesirow Financial Investment Management Inc. now owns 12,674 shares of the company’s stock worth $1,283,000 after purchasing an additional 104 shares during the last quarter. Evergreen Capital Management LLC grew its stake in shares of iShares Core U.S. Aggregate Bond ETF by 0.6% during the second quarter. Evergreen Capital Management LLC now owns 16,518 shares of the company’s stock worth $1,603,000 after purchasing an additional 105 shares in the last quarter. Howe & Rusling Inc. increased its holdings in iShares Core U.S. Aggregate Bond ETF by 2.4% in the third quarter. Howe & Rusling Inc. now owns 4,414 shares of the company’s stock valued at $447,000 after buying an additional 105 shares during the last quarter. Finally, Bank Hapoalim BM lifted its holdings in iShares Core U.S. Aggregate Bond ETF by 1.2% during the 2nd quarter. Bank Hapoalim BM now owns 8,782 shares of the company’s stock worth $852,000 after buying an additional 106 shares during the last quarter. 83.63% of the stock is currently owned by institutional investors.

iShares Core U.S. Aggregate Bond ETF Stock Up 0.3 %

Shares of AGG opened at $99.33 on Monday. iShares Core U.S. Aggregate Bond ETF has a 52-week low of $94.85 and a 52-week high of $102.04. The stock has a 50 day moving average price of $98.87 and a 200 day moving average price of $98.93.

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.