Atticus Wealth Management LLC acquired a new position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm acquired 150,153 shares of the company’s stock, valued at approximately $14,550,000. iShares Core U.S. Aggregate Bond ETF comprises about 4.5% of Atticus Wealth Management LLC’s portfolio, making the stock its 4th biggest holding.
Other institutional investors have also recently bought and sold shares of the company. Mesirow Financial Investment Management Inc. grew its position in shares of iShares Core U.S. Aggregate Bond ETF by 0.8% in the 3rd quarter. Mesirow Financial Investment Management Inc. now owns 12,674 shares of the company’s stock valued at $1,283,000 after purchasing an additional 104 shares during the period. Howe & Rusling Inc. lifted its stake in iShares Core U.S. Aggregate Bond ETF by 2.4% in the third quarter. Howe & Rusling Inc. now owns 4,414 shares of the company’s stock valued at $447,000 after buying an additional 105 shares in the last quarter. Cornerstone Wealth Management LLC increased its position in shares of iShares Core U.S. Aggregate Bond ETF by 2.1% during the third quarter. Cornerstone Wealth Management LLC now owns 5,196 shares of the company’s stock worth $526,000 after acquiring an additional 109 shares in the last quarter. Braun Bostich & Associates Inc. increased its position in shares of iShares Core U.S. Aggregate Bond ETF by 4.5% during the fourth quarter. Braun Bostich & Associates Inc. now owns 2,533 shares of the company’s stock worth $245,000 after acquiring an additional 109 shares in the last quarter. Finally, Heritage Wealth Management Inc. CA raised its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 0.7% during the third quarter. Heritage Wealth Management Inc. CA now owns 17,410 shares of the company’s stock worth $1,763,000 after acquiring an additional 116 shares during the period. Institutional investors and hedge funds own 83.63% of the company’s stock.
iShares Core U.S. Aggregate Bond ETF Stock Performance
NYSEARCA AGG opened at $97.01 on Monday. iShares Core U.S. Aggregate Bond ETF has a 52 week low of $94.85 and a 52 week high of $102.04. The stock’s 50 day moving average price is $97.50 and its two-hundred day moving average price is $98.89.
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.
Read More
- Five stocks we like better than iShares Core U.S. Aggregate Bond ETF
- EV Stocks and How to Profit from Them
- 3 Energy ETFs That Could Power Big Gains This Year
- Best of the list of Dividend Aristocrats: Build wealth with the aristocrat index
- 5 Space Stocks to Watch as the Industry Reaches New Heights
- What Are Dividend Contenders? Investing in Dividend Contenders
- MP Materials: Rare Earth Elements Powering the EV Boom
Receive News & Ratings for iShares Core U.S. Aggregate Bond ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for iShares Core U.S. Aggregate Bond ETF and related companies with MarketBeat.com's FREE daily email newsletter.