Essential Planning LLC. increased its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 6,353.6% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 143,528 shares of the company’s stock after buying an additional 141,304 shares during the quarter. Essential Planning LLC.’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $14,140,000 at the end of the most recent reporting period.
Several other institutional investors have also recently made changes to their positions in the company. Jones Financial Companies Lllp raised its position in shares of iShares Core U.S. Aggregate Bond ETF by 6.1% during the 4th quarter. Jones Financial Companies Lllp now owns 128,947,585 shares of the company’s stock valued at $12,495,021,000 after buying an additional 7,463,618 shares during the period. Raymond James Financial Inc. purchased a new stake in iShares Core U.S. Aggregate Bond ETF in the fourth quarter valued at approximately $7,545,901,000. Wealth Enhancement Advisory Services LLC raised its position in iShares Core U.S. Aggregate Bond ETF by 1.8% in the fourth quarter. Wealth Enhancement Advisory Services LLC now owns 13,048,808 shares of the company’s stock valued at $1,321,453,000 after purchasing an additional 230,711 shares during the period. WealthNavi Inc. raised its position in iShares Core U.S. Aggregate Bond ETF by 2.1% in the fourth quarter. WealthNavi Inc. now owns 10,070,637 shares of the company’s stock valued at $975,845,000 after purchasing an additional 207,960 shares during the period. Finally, United Services Automobile Association raised its position in iShares Core U.S. Aggregate Bond ETF by 105.8% in the third quarter. United Services Automobile Association now owns 9,129,161 shares of the company’s stock valued at $924,510,000 after purchasing an additional 4,694,299 shares during the period. Hedge funds and other institutional investors own 83.63% of the company’s stock.
iShares Core U.S. Aggregate Bond ETF Stock Down 0.4 %
Shares of NYSEARCA AGG opened at $98.47 on Wednesday. The firm has a market cap of $124.07 billion, a price-to-earnings ratio of 125.24 and a beta of 0.20. iShares Core U.S. Aggregate Bond ETF has a 52-week low of $94.85 and a 52-week high of $102.04. The business’s 50 day moving average is $97.49 and its two-hundred day moving average is $98.62.
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.
Further Reading
- Five stocks we like better than iShares Core U.S. Aggregate Bond ETF
- What is the Hang Seng index?
- Rockwell Automation Poised to Gain From U.S. Tariffs & Onshoring
- What Does a Stock Split Mean?
- 3 Companies Buying Back Stock—Why It Matters
- Value Investing: Is it a Good Strategy in 2022? (Hint: Always)
- Institutions Bought 3 Stocks Heavily in Q1 2025
Want to see what other hedge funds are holding AGG? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report).
Receive News & Ratings for iShares Core U.S. Aggregate Bond ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for iShares Core U.S. Aggregate Bond ETF and related companies with MarketBeat.com's FREE daily email newsletter.
