21,153 Shares in iShares Core U.S. Aggregate Bond ETF $AGG Purchased by MW Advisory LLC

MW Advisory LLC bought a new position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) in the 2nd quarter, according to the company in its most recent disclosure with the SEC. The fund bought 21,153 shares of the company’s stock, valued at approximately $2,094,000. iShares Core U.S. Aggregate Bond ETF accounts for about 0.8% of MW Advisory LLC’s holdings, making the stock its 21st largest holding.

A number of other institutional investors and hedge funds have also bought and sold shares of the stock. Clearstead Advisors LLC raised its stake in iShares Core U.S. Aggregate Bond ETF by 22.2% in the 4th quarter. Clearstead Advisors LLC now owns 217,140 shares of the company’s stock worth $21,688,000 after purchasing an additional 39,415 shares in the last quarter. Prentice Wealth Management LLC increased its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 7.7% during the first quarter. Prentice Wealth Management LLC now owns 651,758 shares of the company’s stock worth $64,700,000 after purchasing an additional 46,515 shares during the period. Moneywise Inc. acquired a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the fourth quarter valued at approximately $800,000. Stone Wealth Partners acquired a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the fourth quarter valued at approximately $5,065,000. Finally, Center for Financial Planning Inc. boosted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 3.2% in the fourth quarter. Center for Financial Planning Inc. now owns 1,030,946 shares of the company’s stock valued at $102,971,000 after buying an additional 31,935 shares during the period. Institutional investors and hedge funds own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Price Performance

Shares of NYSEARCA:AGG opened at $97.00 on Friday. The company has a market capitalization of $136.88 billion, a P/E ratio of 124.57 and a beta of 0.25. The business’s 50 day simple moving average is $97.75 and its 200 day simple moving average is $98.76. iShares Core U.S. Aggregate Bond ETF has a 1 year low of $96.72 and a 1 year high of $101.46.

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.