iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Shares Purchased by Cherry Tree Wealth Management LLC

Cherry Tree Wealth Management LLC increased its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 26.4% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 32,582 shares of the company’s stock after purchasing an additional 6,799 shares during the period. Cherry Tree Wealth Management LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $3,234,000 as of its most recent filing with the Securities & Exchange Commission.

Other large investors also recently bought and sold shares of the company. Envestnet Portfolio Solutions Inc. purchased a new stake in iShares Core U.S. Aggregate Bond ETF during the 3rd quarter valued at about $1,416,230,000. Charles Schwab Investment Management Inc. increased its holdings in iShares Core U.S. Aggregate Bond ETF by 120.7% in the 3rd quarter. Charles Schwab Investment Management Inc. now owns 18,145,366 shares of the company’s stock worth $1,706,332,000 after buying an additional 9,923,920 shares during the period. TIAA Trust National Association purchased a new position in iShares Core U.S. Aggregate Bond ETF during the 3rd quarter worth approximately $657,826,000. United Services Automobile Association lifted its stake in iShares Core U.S. Aggregate Bond ETF by 127.4% during the 3rd quarter. United Services Automobile Association now owns 7,073,294 shares of the company’s stock valued at $665,173,000 after acquiring an additional 3,962,762 shares during the period. Finally, P E Global LLC boosted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 77.2% in the 4th quarter. P E Global LLC now owns 6,745,576 shares of the company’s stock valued at $669,498,000 after acquiring an additional 2,937,853 shares during the last quarter. Hedge funds and other institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Trading Down 0.2 %

Shares of iShares Core U.S. Aggregate Bond ETF stock traded down $0.20 during trading on Wednesday, hitting $96.26. 4,587,142 shares of the company’s stock were exchanged, compared to its average volume of 9,204,211. The business has a 50-day simple moving average of $96.72 and a 200-day simple moving average of $96.83. iShares Core U.S. Aggregate Bond ETF has a 52-week low of $91.58 and a 52-week high of $100.19.

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.