Livet Wealth LLC Takes $7.75 Million Position in iShares Core U.S. Aggregate Bond ETF $AGG

Livet Wealth LLC bought a new stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) in the fourth quarter, HoldingsChannel.com reports. The firm bought 77,631 shares of the company’s stock, valued at approximately $7,754,000. iShares Core U.S. Aggregate Bond ETF comprises 4.8% of Livet Wealth LLC’s holdings, making the stock its 5th largest holding.

Other institutional investors also recently modified their holdings of the company. Blueline Advisors LLC bought a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the fourth quarter valued at about $25,000. Cresta Advisors Ltd. bought a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the fourth quarter valued at about $25,000. Valley National Advisers Inc. boosted its position in shares of iShares Core U.S. Aggregate Bond ETF by 339.0% in the fourth quarter. Valley National Advisers Inc. now owns 259 shares of the company’s stock valued at $25,000 after acquiring an additional 200 shares during the period. First Command Advisory Services Inc. boosted its position in shares of iShares Core U.S. Aggregate Bond ETF by 321.2% in the fourth quarter. First Command Advisory Services Inc. now owns 278 shares of the company’s stock valued at $28,000 after acquiring an additional 212 shares during the period. Finally, Wiser Advisor Group LLC bought a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the third quarter valued at about $29,000. Institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Performance

Shares of iShares Core U.S. Aggregate Bond ETF stock opened at $98.76 on Friday. The firm has a 50-day moving average of $98.94 and a 200-day moving average of $99.68. The stock has a market cap of $134.94 billion, a PE ratio of 124.57 and a beta of 0.25. iShares Core U.S. Aggregate Bond ETF has a 52-week low of $97.51 and a 52-week high of $101.46.

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.