Wescott Financial Advisory Group LLC Purchases 30,046 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Wescott Financial Advisory Group LLC grew its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 45.2% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 96,586 shares of the company’s stock after acquiring an additional 30,046 shares during the quarter. iShares Core U.S. Aggregate Bond ETF comprises 1.0% of Wescott Financial Advisory Group LLC’s holdings, making the stock its 22nd largest holding. Wescott Financial Advisory Group LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $9,359,000 at the end of the most recent reporting period.

Other institutional investors also recently modified their holdings of the company. Raymond James Financial Inc. bought a new stake in iShares Core U.S. Aggregate Bond ETF during the 4th quarter valued at $7,545,901,000. Jones Financial Companies Lllp grew its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 6.1% during the fourth quarter. Jones Financial Companies Lllp now owns 128,947,585 shares of the company’s stock valued at $12,495,021,000 after buying an additional 7,463,618 shares during the last quarter. United Services Automobile Association increased its position in shares of iShares Core U.S. Aggregate Bond ETF by 105.8% during the third quarter. United Services Automobile Association now owns 9,129,161 shares of the company’s stock worth $924,510,000 after acquiring an additional 4,694,299 shares in the last quarter. Constellation Investments Inc. acquired a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the 4th quarter worth about $431,100,000. Finally, Proficio Capital Partners LLC lifted its position in iShares Core U.S. Aggregate Bond ETF by 2,980.1% in the 4th quarter. Proficio Capital Partners LLC now owns 4,576,801 shares of the company’s stock valued at $443,492,000 after acquiring an additional 4,428,207 shares in the last quarter. 83.63% of the stock is owned by institutional investors and hedge funds.

iShares Core U.S. Aggregate Bond ETF Stock Performance

AGG stock opened at $99.37 on Friday. The business has a 50-day simple moving average of $98.16 and a two-hundred day simple moving average of $98.38. The company has a market capitalization of $126.20 billion, a P/E ratio of 126.17 and a beta of 0.24. iShares Core U.S. Aggregate Bond ETF has a 52-week low of $94.85 and a 52-week high of $102.04.

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.