McKinley Carter Wealth Services Inc. Makes New Investment in iShares Core U.S. Aggregate Bond ETF $AGG

McKinley Carter Wealth Services Inc. purchased a new position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm purchased 657,700 shares of the company’s stock, valued at approximately $62,179,000. iShares Core U.S. Aggregate Bond ETF makes up 3.2% of McKinley Carter Wealth Services Inc.’s portfolio, making the stock its 6th biggest holding.

Other large investors also recently bought and sold shares of the company. Empower Annuity Insurance Co purchased a new stake in iShares Core U.S. Aggregate Bond ETF in the second quarter worth about $267,968,630,000. Bank of America Corp DE grew its stake in shares of iShares Core U.S. Aggregate Bond ETF by 29.6% in the first quarter. Bank of America Corp DE now owns 69,660,482 shares of the company’s stock worth $6,915,196,000 after acquiring an additional 15,923,080 shares during the last quarter. WealthNavi Inc. grew its position in iShares Core U.S. Aggregate Bond ETF by 3.2% during the 1st quarter. WealthNavi Inc. now owns 11,513,352 shares of the company’s stock valued at $1,142,930,000 after purchasing an additional 354,238 shares during the last quarter. PNC Financial Services Group Inc. increased its position in shares of iShares Core U.S. Aggregate Bond ETF by 4.6% during the first quarter. PNC Financial Services Group Inc. now owns 10,336,251 shares of the company’s stock valued at $1,026,080,000 after acquiring an additional 451,566 shares in the last quarter. Finally, Royal Bank of Canada raised its stake in shares of iShares Core U.S. Aggregate Bond ETF by 39.2% in the first quarter. Royal Bank of Canada now owns 6,744,642 shares of the company’s stock worth $669,542,000 after purchasing an additional 1,898,484 shares during the last quarter. 83.63% of the stock is owned by hedge funds and other institutional investors.

iShares Core U.S. Aggregate Bond ETF Stock Down 0.0%

AGG traded down $0.03 during mid-day trading on Friday, reaching $95.38. 11,388,734 shares of the company traded hands, compared to its average volume of 9,586,846. The stock has a market capitalization of $138.48 billion, a P/E ratio of 124.57 and a beta of 0.26. The company’s fifty day moving average price is $96.16 and its 200-day moving average price is $97.77. iShares Core U.S. Aggregate Bond ETF has a 52-week low of $93.83 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.