Heritage Wealth Management Inc. Cuts Stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Heritage Wealth Management Inc. lowered its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 41.8% in the 3rd quarter, Holdings Channel.com reports. The institutional investor owned 12,511 shares of the company’s stock after selling 8,982 shares during the period. Heritage Wealth Management Inc.’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $1,267,000 as of its most recent filing with the SEC.

A number of other large investors have also added to or reduced their stakes in AGG. Oliver Lagore Vanvalin Investment Group increased its stake in shares of iShares Core U.S. Aggregate Bond ETF by 162.9% during the 2nd quarter. Oliver Lagore Vanvalin Investment Group now owns 255 shares of the company’s stock worth $25,000 after purchasing an additional 158 shares during the last quarter. ST Germain D J Co. Inc. grew its holdings in iShares Core U.S. Aggregate Bond ETF by 1,020.0% during the third 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 position in iShares Core U.S. Aggregate Bond ETF during the second quarter valued at $28,000. Wagner Wealth Management LLC raised its stake in shares of iShares Core U.S. Aggregate Bond ETF by 30,500.0% in the third quarter. Wagner Wealth Management LLC now owns 306 shares of the company’s stock valued at $31,000 after buying an additional 305 shares during the period. Finally, LRI Investments LLC bought a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the first quarter valued at $34,000. Hedge funds and other institutional investors own 83.63% of the company’s stock.

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

Shares of AGG stock traded up $0.16 on Friday, hitting $98.49. 625,206 shares of the stock were exchanged, compared to its average volume of 8,007,693. iShares Core U.S. Aggregate Bond ETF has a one year low of $93.53 and a one year high of $102.04. The firm’s 50 day moving average is $100.14 and its two-hundred day moving average is $98.56.

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.