Perennial Investment Advisors LLC Has $440,000 Stock Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Perennial Investment Advisors LLC lowered its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGGGet Rating) by 38.1% during the first quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 4,098 shares of the company’s stock after selling 2,524 shares during the quarter. Perennial Investment Advisors LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $440,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also modified their holdings of the company. Calamos Advisors LLC boosted its stake in iShares Core U.S. Aggregate Bond ETF by 54.9% in the fourth quarter. Calamos Advisors LLC now owns 3,020 shares of the company’s stock worth $345,000 after purchasing an additional 1,070 shares in the last quarter. Pinnacle Associates Ltd. increased its holdings in iShares Core U.S. Aggregate Bond ETF by 1.1% in the fourth quarter. Pinnacle Associates Ltd. now owns 10,548 shares of the company’s stock valued at $1,203,000 after purchasing an additional 111 shares during the last quarter. Oppenheimer & Co. Inc. increased its holdings in iShares Core U.S. Aggregate Bond ETF by 5.5% in the fourth quarter. Oppenheimer & Co. Inc. now owns 42,616 shares of the company’s stock valued at $4,862,000 after purchasing an additional 2,217 shares during the last quarter. Oppenheimer Asset Management Inc. increased its holdings in iShares Core U.S. Aggregate Bond ETF by 0.9% in the fourth quarter. Oppenheimer Asset Management Inc. now owns 46,574 shares of the company’s stock valued at $5,313,000 after purchasing an additional 432 shares during the last quarter. Finally, TrueWealth Advisors LLC increased its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 140.9% in the fourth quarter. TrueWealth Advisors LLC now owns 35,958 shares of the company’s stock worth $4,102,000 after acquiring an additional 21,029 shares in the last quarter. 82.41% of the stock is currently owned by institutional investors.

iShares Core U.S. Aggregate Bond ETF Stock Performance

Shares of iShares Core U.S. Aggregate Bond ETF stock opened at $102.71 on Friday. iShares Core U.S. Aggregate Bond ETF has a 1 year low of $98.86 and a 1 year high of $116.38. The business has a 50-day moving average of $102.03 and a two-hundred day moving average of $105.20.

iShares Core U.S. Aggregate Bond ETF Profile

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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.

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Institutional Ownership by Quarter for iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

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