Elios Financial Group Inc. reduced its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 24.5% during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 5,077 shares of the company’s stock after selling 1,650 shares during the period. Elios Financial Group Inc.’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $492,000 at the end of the most recent quarter.
A number of other institutional investors and hedge funds have also recently modified their holdings of the company. Prevail Innovative Wealth Advisors LLC grew its holdings in iShares Core U.S. Aggregate Bond ETF by 32.1% in the fourth quarter. Prevail Innovative Wealth Advisors LLC now owns 17,314 shares of the company’s stock worth $1,678,000 after purchasing an additional 4,207 shares during the last quarter. Diversified Enterprises LLC boosted its position in shares of iShares Core U.S. Aggregate Bond ETF by 6.6% in the 4th quarter. Diversified Enterprises LLC now owns 122,104 shares of the company’s stock worth $11,832,000 after purchasing an additional 7,526 shares in the last quarter. Professional Financial Advisors LLC grew its stake in iShares Core U.S. Aggregate Bond ETF by 1.3% during the 4th quarter. Professional Financial Advisors LLC now owns 664,736 shares of the company’s stock worth $64,413,000 after buying an additional 8,242 shares during the last quarter. Fairvoy Private Wealth LLC acquired a new position in iShares Core U.S. Aggregate Bond ETF during the 4th quarter valued at about $12,479,000. Finally, WealthTrust Asset Management LLC raised its stake in iShares Core U.S. Aggregate Bond ETF by 0.3% in the fourth quarter. WealthTrust Asset Management LLC now owns 59,467 shares of the company’s stock valued at $5,762,000 after buying an additional 198 shares during the last quarter. Hedge funds and other institutional investors own 83.63% of the company’s stock.
iShares Core U.S. Aggregate Bond ETF Stock Performance
Shares of NYSEARCA AGG opened at $97.14 on Friday. iShares Core U.S. Aggregate Bond ETF has a fifty-two week low of $94.85 and a fifty-two week high of $102.04. The company has a market cap of $123.37 billion, a PE ratio of 126.17 and a beta of 0.24. The business has a 50-day simple moving average of $98.24 and a two-hundred day simple moving average of $98.20.
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.
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