Aries Wealth Management Boosts Stock Holdings in iShares Core U.S. Aggregate Bond ETF $AGG

Aries Wealth Management grew its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 4.5% during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 21,485 shares of the company’s stock after acquiring an additional 916 shares during the period. Aries Wealth Management’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $2,131,000 at the end of the most recent reporting period.

Several other institutional investors have also recently made changes to their positions in AGG. Brighton Jones LLC lifted its position in shares of iShares Core U.S. Aggregate Bond ETF by 238.0% during the fourth quarter. Brighton Jones LLC now owns 9,984 shares of the company’s stock worth $967,000 after acquiring an additional 7,030 shares in the last quarter. Revolve Wealth Partners LLC lifted its position in shares of iShares Core U.S. Aggregate Bond ETF by 50.0% during the fourth quarter. Revolve Wealth Partners LLC now owns 9,127 shares of the company’s stock worth $884,000 after acquiring an additional 3,044 shares in the last quarter. GAMMA Investing LLC purchased a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the first quarter worth $842,000. Wealth Enhancement Advisory Services LLC lifted its position in shares of iShares Core U.S. Aggregate Bond ETF by 6.0% during the first quarter. Wealth Enhancement Advisory Services LLC now owns 15,197,862 shares of the company’s stock worth $1,503,372,000 after acquiring an additional 862,965 shares in the last quarter. Finally, Cyndeo Wealth Partners LLC lifted its position in shares of iShares Core U.S. Aggregate Bond ETF by 14.0% during the first quarter. Cyndeo Wealth Partners LLC now owns 24,236 shares of the company’s stock worth $2,397,000 after acquiring an additional 2,980 shares in the last quarter. Hedge funds and other institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Price Performance

NYSEARCA:AGG opened at $100.78 on Wednesday. The company has a market cap of $133.21 billion, a P/E ratio of 124.57 and a beta of 0.12. The stock’s fifty day moving average price is $99.82 and its two-hundred day moving average price is $98.70. iShares Core U.S. Aggregate Bond ETF has a 1 year low of $95.74 and a 1 year high of $101.02.

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.