iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) is Ascent Group LLC’s 5th Largest Position

Ascent Group LLC lessened its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 3.6% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 199,836 shares of the company’s stock after selling 7,362 shares during the quarter. iShares Core U.S. Aggregate Bond ETF comprises 1.5% of Ascent Group LLC’s holdings, making the stock its 5th largest position. Ascent Group LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $20,237,000 at the end of the most recent reporting period.

Other institutional investors have also recently made changes to their positions in the company. Oliver Lagore Vanvalin Investment Group raised its holdings in iShares Core U.S. Aggregate Bond ETF by 162.9% in the 2nd 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. raised its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 1,020.0% during the 3rd quarter. ST Germain D J Co. Inc. now owns 280 shares of the company’s stock worth $28,000 after acquiring an additional 255 shares during the period. Lynx Investment Advisory acquired a new position in shares of iShares Core U.S. Aggregate Bond ETF during the 2nd quarter valued at about $28,000. Wagner Wealth Management LLC raised 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, Kimelman & Baird LLC purchased a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the 2nd quarter valued at approximately $36,000. 83.63% of the stock is owned by institutional investors and hedge funds.

iShares Core U.S. Aggregate Bond ETF Stock Up 0.4 %

AGG stock opened at $99.20 on Monday. iShares Core U.S. Aggregate Bond ETF has a one year low of $94.85 and a one year high of $102.04. The firm’s 50 day moving average price is $99.10 and its 200-day moving average price is $98.85.

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.