iShares Core U.S. Aggregate Bond ETF $AGG Shares Acquired by Corient Private Wealth LLC

Corient Private Wealth LLC boosted its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 41.5% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 1,527,634 shares of the company’s stock after buying an additional 448,144 shares during the quarter. Corient Private Wealth LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $152,580,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently bought and sold shares of the business. Valley National Advisers Inc. boosted its position in shares of iShares Core U.S. Aggregate Bond ETF by 339.0% during the 4th quarter. Valley National Advisers Inc. now owns 259 shares of the company’s stock valued at $25,000 after purchasing an additional 200 shares in the last quarter. Cresta Advisors Ltd. bought a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the 4th quarter worth approximately $25,000. Blueline Advisors LLC bought a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the 4th quarter worth approximately $25,000. First Command Advisory Services Inc. lifted its stake in iShares Core U.S. Aggregate Bond ETF by 321.2% during the fourth quarter. First Command Advisory Services Inc. now owns 278 shares of the company’s stock valued at $28,000 after purchasing an additional 212 shares during the last quarter. Finally, Wiser Advisor Group LLC acquired a new stake in iShares Core U.S. Aggregate Bond ETF during the third quarter valued at approximately $29,000. 83.63% of the stock is currently owned by institutional investors.

iShares Core U.S. Aggregate Bond ETF Stock Performance

Shares of NYSEARCA:AGG opened at $98.90 on Friday. The stock has a market capitalization of $135.13 billion, a price-to-earnings ratio of 124.57 and a beta of 0.25. iShares Core U.S. Aggregate Bond ETF has a 1-year low of $97.51 and a 1-year high of $101.46. The company has a 50 day moving average price of $98.90 and a 200 day moving average price of $99.61.

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.