Northwest Financial Advisors increased its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 218.3% during the 4th quarter, according to its most recent filing with the SEC. The institutional investor owned 5,869 shares of the company’s stock after acquiring an additional 4,025 shares during the period. Northwest Financial Advisors’ holdings in iShares Core U.S. Aggregate Bond ETF were worth $569,000 at the end of the most recent reporting period.
A number of other institutional investors and hedge funds have also recently bought and sold shares of the stock. Professional Financial Advisors LLC boosted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 1.3% in the fourth quarter. Professional Financial Advisors LLC now owns 664,736 shares of the company’s stock valued at $64,413,000 after purchasing an additional 8,242 shares during the period. Wagner Wealth Management LLC lifted its holdings in iShares Core U.S. Aggregate Bond ETF by 30,500.0% in the 3rd quarter. Wagner Wealth Management LLC now owns 306 shares of the company’s stock worth $31,000 after buying an additional 305 shares in the last quarter. Drucker Wealth 3.0 LLC boosted its position in iShares Core U.S. Aggregate Bond ETF by 6.3% in the 3rd quarter. Drucker Wealth 3.0 LLC now owns 5,724 shares of the company’s stock valued at $580,000 after buying an additional 340 shares during the last quarter. World Investment Advisors LLC grew its stake in shares of iShares Core U.S. Aggregate Bond ETF by 1,845.5% during the third quarter. World Investment Advisors LLC now owns 320,965 shares of the company’s stock valued at $32,037,000 after acquiring an additional 304,467 shares in the last quarter. Finally, Heritage Wealth Management Inc. purchased a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the second quarter worth about $2,097,000. Hedge funds and other institutional investors own 83.63% of the company’s stock.
iShares Core U.S. Aggregate Bond ETF Trading Up 0.6 %
NYSEARCA:AGG opened at $97.55 on Tuesday. iShares Core U.S. Aggregate Bond ETF has a one year low of $94.85 and a one year high of $102.04. The business’s 50-day simple moving average is $97.50 and its 200 day simple moving average is $98.90.
iShares Core U.S. Aggregate Bond ETF Company 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
- Dividend King Proctor & Gamble Is A Buy On Post-Earnings Weakness
- Sizing Up a New Opportunity for NVIDIA Investors
- How to Know Which Cryptocurrency to Buy: A Guide for Investors
- Is DeepSeek Challenging NVIDIA’s AI Dominance?
- What is a Low P/E Ratio and What Does it Tell Investors?
- The 3 Biggest M&A Stock Opportunities for 2025
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.