W.G. Shaheen & Associates DBA Whitney & Co Sells 3,841 Shares of iShares Core U.S. Aggregate Bond ETF $AGG

W.G. Shaheen & Associates DBA Whitney & Co lowered its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 32.7% during the 2nd quarter, according to the company in its most recent filing with the SEC. The fund owned 7,922 shares of the company’s stock after selling 3,841 shares during the period. W.G. Shaheen & Associates DBA Whitney & Co’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $786,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Briaud Financial Planning Inc purchased a new stake in iShares Core U.S. Aggregate Bond ETF during the 1st quarter valued at $25,000. MTM Investment Management LLC purchased a new stake in iShares Core U.S. Aggregate Bond ETF during the 1st quarter valued at $37,000. AlphaCore Capital LLC purchased a new stake in iShares Core U.S. Aggregate Bond ETF during the 1st quarter valued at $40,000. Atlas Capital Advisors Inc. boosted its position in iShares Core U.S. Aggregate Bond ETF by 66.7% during the 1st quarter. Atlas Capital Advisors Inc. now owns 500 shares of the company’s stock valued at $49,000 after buying an additional 200 shares during the period. Finally, MJT & Associates Financial Advisory Group Inc. purchased a new stake in iShares Core U.S. Aggregate Bond ETF during the 1st quarter valued at $56,000. Institutional investors own 83.63% of the company’s stock.

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

Shares of AGG opened at $100.54 on Monday. The stock has a market capitalization of $135.30 billion, a P/E ratio of 124.57 and a beta of 0.25. The firm has a fifty day simple moving average of $100.32 and a two-hundred day simple moving average of $98.97. iShares Core U.S. Aggregate Bond ETF has a twelve month low of $95.74 and a twelve month high of $101.35.

iShares Core U.S. Aggregate Bond ETF 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.