Orin Green Financial LLC Purchases 582 Shares of iShares Core U.S. Aggregate Bond ETF $AGG

Orin Green Financial LLC raised its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 7.2% during the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 8,675 shares of the company’s stock after acquiring an additional 582 shares during the quarter. Orin Green Financial LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $861,000 as of its most recent SEC filing.

Other large investors have also made changes to their positions in the company. Brighton Jones LLC lifted its holdings in iShares Core U.S. Aggregate Bond ETF by 238.0% in the 4th quarter. Brighton Jones LLC now owns 9,984 shares of the company’s stock worth $967,000 after purchasing an additional 7,030 shares in the last quarter. Revolve Wealth Partners LLC lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 50.0% in the fourth quarter. Revolve Wealth Partners LLC now owns 9,127 shares of the company’s stock worth $884,000 after buying an additional 3,044 shares in the last quarter. Appleton Partners Inc. MA bought a new position in shares of iShares Core U.S. Aggregate Bond ETF during the first quarter worth $206,000. Woodmont Investment Counsel LLC bought a new position in shares of iShares Core U.S. Aggregate Bond ETF during the first quarter worth $200,000. Finally, Bright Futures Wealth Management LLC. bought a new stake in iShares Core U.S. Aggregate Bond ETF in the 1st quarter valued at $200,000. 83.63% of the stock is currently owned by hedge funds and other institutional investors.

iShares Core U.S. Aggregate Bond ETF Stock Down 0.1%

Shares of AGG stock opened at $100.96 on Monday. The company’s fifty day simple moving average is $99.93 and its two-hundred day simple moving average is $98.74. iShares Core U.S. Aggregate Bond ETF has a 52 week low of $95.74 and a 52 week high of $101.11. The stock has a market cap of $134.25 billion, a P/E ratio of 124.57 and a beta of 0.12.

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.