Gray Private Wealth LLC Acquires 13,512 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Gray Private Wealth LLC increased its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 513.0% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 16,146 shares of the company’s stock after purchasing an additional 13,512 shares during the period. iShares Core U.S. Aggregate Bond ETF makes up 0.9% of Gray Private Wealth LLC’s portfolio, making the stock its 13th biggest position. Gray Private Wealth LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $1,565,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also modified their holdings of the business. Kozak & Associates Inc. acquired a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the fourth quarter worth $26,000. ST Germain D J Co. Inc. increased its holdings in iShares Core U.S. Aggregate Bond ETF by 1,020.0% during the 3rd quarter. ST Germain D J Co. Inc. now owns 280 shares of the company’s stock worth $28,000 after purchasing an additional 255 shares in the last quarter. Wagner Wealth Management LLC increased its holdings in iShares Core U.S. Aggregate Bond ETF by 30,500.0% during the 3rd quarter. Wagner Wealth Management LLC now owns 306 shares of the company’s stock worth $31,000 after purchasing an additional 305 shares in the last quarter. Bank of New Hampshire raised its stake in shares of iShares Core U.S. Aggregate Bond ETF by 71.7% in the 4th quarter. Bank of New Hampshire now owns 455 shares of the company’s stock valued at $44,000 after purchasing an additional 190 shares during the period. Finally, Concord Wealth Partners lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 110.3% in the third quarter. Concord Wealth Partners now owns 511 shares of the company’s stock valued at $52,000 after purchasing an additional 268 shares in the last quarter. 83.63% of the stock is currently owned by institutional investors and hedge funds.

iShares Core U.S. Aggregate Bond ETF Trading Down 0.3 %

NYSEARCA:AGG opened at $97.46 on Friday. The stock has a 50-day simple moving average of $97.38 and a 200 day simple moving average of $98.85. iShares Core U.S. Aggregate Bond ETF has a 52-week low of $94.85 and a 52-week high of $102.04.

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.