Wescott Financial Advisory Group LLC Increases Stock Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Wescott Financial Advisory Group LLC increased its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 5.5% in the third quarter, HoldingsChannel.com reports. The fund owned 66,540 shares of the company’s stock after acquiring an additional 3,467 shares during the period. iShares Core U.S. Aggregate Bond ETF comprises about 0.7% of Wescott Financial Advisory Group LLC’s portfolio, making the stock its 28th largest holding. Wescott Financial Advisory Group LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $6,739,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the business. Raymond James & Associates lifted its stake in iShares Core U.S. Aggregate Bond ETF by 3.5% in the third quarter. Raymond James & Associates now owns 71,065,150 shares of the company’s stock worth $7,196,768,000 after acquiring an additional 2,376,267 shares during the period. Envestnet Asset Management Inc. lifted its stake in iShares Core U.S. Aggregate Bond ETF by 11.8% in the second quarter. Envestnet Asset Management Inc. now owns 44,077,554 shares of the company’s stock worth $4,278,608,000 after acquiring an additional 4,641,016 shares during the period. US Bancorp DE lifted its stake in iShares Core U.S. Aggregate Bond ETF by 11.1% in the third quarter. US Bancorp DE now owns 37,260,740 shares of the company’s stock worth $3,697,061,000 after acquiring an additional 3,717,053 shares during the period. Mercer Global Advisors Inc. ADV lifted its stake in iShares Core U.S. Aggregate Bond ETF by 9.7% in the second quarter. Mercer Global Advisors Inc. ADV now owns 19,344,478 shares of the company’s stock worth $1,857,893,000 after acquiring an additional 1,704,132 shares during the period. Finally, Creative Planning lifted its stake in iShares Core U.S. Aggregate Bond ETF by 2.5% in the second quarter. Creative Planning now owns 12,959,116 shares of the company’s stock worth $1,257,941,000 after acquiring an additional 318,944 shares during the period. Hedge funds and other institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Up 0.1 %

Shares of AGG stock opened at $97.81 on Friday. The stock has a fifty day moving average of $99.39 and a 200 day moving average of $98.75. iShares Core U.S. Aggregate Bond ETF has a 52 week low of $94.85 and a 52 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.