Invera Wealth Advisors LLC Has $1.69 Million Stake in iShares ESG Aware U.S. Aggregate Bond ETF (NYSEARCA:EAGG)

Invera Wealth Advisors LLC raised its position in shares of iShares ESG Aware U.S. Aggregate Bond ETF (NYSEARCA:EAGG) by 16.6% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 36,299 shares of the company’s stock after purchasing an additional 5,158 shares during the period. iShares ESG Aware U.S. Aggregate Bond ETF makes up approximately 1.7% of Invera Wealth Advisors LLC’s investment portfolio, making the stock its 21st biggest position. Invera Wealth Advisors LLC’s holdings in iShares ESG Aware U.S. Aggregate Bond ETF were worth $1,686,000 at the end of the most recent quarter.

Several other institutional investors also recently modified their holdings of EAGG. Wilmington Savings Fund Society FSB bought a new stake in shares of iShares ESG Aware U.S. Aggregate Bond ETF in the third quarter worth $26,000. GPS Wealth Strategies Group LLC raised its holdings in shares of iShares ESG Aware U.S. Aggregate Bond ETF by 27.8% in the 4th quarter. GPS Wealth Strategies Group LLC now owns 1,057 shares of the company’s stock worth $49,000 after acquiring an additional 230 shares during the last quarter. BNP Paribas Financial Markets increased its stake in iShares ESG Aware U.S. Aggregate Bond ETF by 35.0% in the 3rd quarter. BNP Paribas Financial Markets now owns 1,709 shares of the company’s stock valued at $83,000 after buying an additional 443 shares during the last quarter. First Horizon Advisors Inc. increased its stake in iShares ESG Aware U.S. Aggregate Bond ETF by 55.3% in the 3rd quarter. First Horizon Advisors Inc. now owns 3,021 shares of the company’s stock valued at $147,000 after buying an additional 1,076 shares during the last quarter. Finally, Graypoint LLC bought a new position in iShares ESG Aware U.S. Aggregate Bond ETF in the 4th quarter worth approximately $236,000.

iShares ESG Aware U.S. Aggregate Bond ETF Price Performance

Shares of NYSEARCA:EAGG opened at $46.74 on Thursday. The firm has a fifty day moving average price of $46.55 and a two-hundred day moving average price of $47.38. iShares ESG Aware U.S. Aggregate Bond ETF has a one year low of $45.55 and a one year high of $48.95.

iShares ESG Aware U.S. Aggregate Bond ETF Company Profile

The iShares ESG U.S. Aggregate Bond ETF (EAGG) is an exchange-traded fund that mostly invests in investment grade fixed income. The fund tracks a market-value-weighted index of US dollar-denominated bonds from issuers evaluated for favorable ESG practices. EAGG was launched on Oct 18, 2018 and is managed by BlackRock.