Everhart Financial Group Inc. Purchases New Stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Everhart Financial Group Inc. bought a new position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) in the 1st quarter, according to the company in its most recent filing with the SEC. The institutional investor bought 3,557 shares of the company’s stock, valued at approximately $352,000.

Several other institutional investors have also recently made changes to their positions in AGG. Brighton Jones LLC grew its stake in shares of 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 acquiring an additional 7,030 shares in the last quarter. Revolve Wealth Partners LLC grew its stake in shares of iShares Core U.S. Aggregate Bond ETF by 50.0% in the 4th quarter. Revolve Wealth Partners LLC now owns 9,127 shares of the company’s stock worth $884,000 after acquiring an additional 3,044 shares in the last quarter. Vontobel Holding Ltd. purchased a new position in shares of iShares Core U.S. Aggregate Bond ETF in the 4th quarter worth about $594,000. Blue Trust Inc. boosted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 4.2% in the 4th quarter. Blue Trust Inc. now owns 2,250,666 shares of the company’s stock worth $218,090,000 after buying an additional 91,287 shares during the last quarter. Finally, Valeo Financial Advisors LLC boosted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 4.4% in the 4th quarter. Valeo Financial Advisors LLC now owns 60,172 shares of the company’s stock worth $5,831,000 after buying an additional 2,561 shares during the last quarter. Institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Performance

Shares of NYSEARCA:AGG opened at $97.96 on Friday. The company’s 50-day moving average is $97.76 and its 200 day moving average is $97.81. The company has a market capitalization of $124.41 billion, a P/E ratio of 124.57 and a beta of 0.24. iShares Core U.S. Aggregate Bond ETF has a fifty-two week low of $95.74 and a fifty-two week high of $102.04.

About iShares Core U.S. Aggregate Bond ETF

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.