iShares Core U.S. Aggregate Bond ETF $AGG Shares Newly Acquired by OLIO Financial Planning

OLIO Financial Planning acquired a new stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The firm acquired 5,644 shares of the company’s stock, valued at approximately $534,000.

Other hedge funds and other institutional investors have also modified their holdings of the company. Insight Advisors LLC PA bought a new position in iShares Core U.S. Aggregate Bond ETF in the third quarter valued at approximately $206,000. Curry Webb Wealth Management LLC boosted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 13.1% in the 3rd quarter. Curry Webb Wealth Management LLC now owns 91,696 shares of the company’s stock valued at $8,669,000 after buying an additional 10,647 shares during the last quarter. Sharkey Howes & Javer acquired a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the 3rd quarter valued at approximately $529,000. Indiana Trust & Investment Management Co acquired a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the 3rd quarter valued at approximately $119,000. Finally, Benin Management CORP bought a new position in shares of iShares Core U.S. Aggregate Bond ETF in the third quarter valued at $264,000. Institutional investors and hedge funds own 83.63% of the company’s stock.

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

Shares of NYSEARCA:AGG traded down $0.16 during midday trading on Friday, hitting $95.96. The stock had a trading volume of 7,446,518 shares, compared to its average volume of 9,589,422. The company has a market cap of $139.32 billion, a P/E ratio of 124.57 and a beta of 0.26. iShares Core U.S. Aggregate Bond ETF has a 12 month low of $93.83 and a 12 month high of $101.46. The business’s 50-day simple moving average is $95.97 and its 200-day simple moving average is $97.64.

iShares Core U.S. Aggregate Bond ETF 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.