Captrust Financial Advisors Purchases 688,188 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Captrust Financial Advisors raised its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 15.2% during the third quarter, according to its most recent filing with the SEC. The firm owned 5,207,707 shares of the company’s stock after purchasing an additional 688,188 shares during the period. iShares Core U.S. Aggregate Bond ETF accounts for approximately 1.6% of Captrust Financial Advisors’ portfolio, making the stock its 11th largest position. Captrust Financial Advisors’ holdings in iShares Core U.S. Aggregate Bond ETF were worth $527,385,000 at the end of the most recent reporting period.

A number of other institutional investors also recently modified their holdings of AGG. Oliver Lagore Vanvalin Investment Group boosted its position in iShares Core U.S. Aggregate Bond ETF by 162.9% during the second quarter. Oliver Lagore Vanvalin Investment Group now owns 255 shares of the company’s stock valued at $25,000 after acquiring an additional 158 shares during the last quarter. ST Germain D J Co. Inc. lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 1,020.0% in the 3rd quarter. ST Germain D J Co. Inc. now owns 280 shares of the company’s stock valued at $28,000 after purchasing an additional 255 shares during the period. Lynx Investment Advisory bought a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the 2nd quarter valued at about $28,000. Wagner Wealth Management LLC grew its stake in iShares Core U.S. Aggregate Bond ETF by 30,500.0% during the third quarter. Wagner Wealth Management LLC now owns 306 shares of the company’s stock worth $31,000 after purchasing an additional 305 shares during the period. Finally, LRI Investments LLC acquired a new stake in iShares Core U.S. Aggregate Bond ETF during the first quarter worth approximately $34,000. 83.63% of the stock is owned by institutional investors.

iShares Core U.S. Aggregate Bond ETF Price Performance

Shares of AGG opened at $98.81 on Friday. iShares Core U.S. Aggregate Bond ETF has a 52-week low of $94.85 and a 52-week high of $102.04. The business’s 50 day moving average price is $99.15 and its two-hundred day moving average price is $98.80.

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.