Gitterman Wealth Management LLC bought a new stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor bought 4,368 shares of the company’s stock, valued at approximately $423,000.
A number of other institutional investors have also modified their holdings of the stock. Howe & Rusling Inc. raised its stake in shares of iShares Core U.S. Aggregate Bond ETF by 2.4% in the 3rd quarter. Howe & Rusling Inc. now owns 4,414 shares of the company’s stock valued at $447,000 after purchasing an additional 105 shares in the last quarter. Braun Bostich & Associates Inc. raised its stake in shares of iShares Core U.S. Aggregate Bond ETF by 4.5% in the 4th quarter. Braun Bostich & Associates Inc. now owns 2,533 shares of the company’s stock valued at $245,000 after purchasing an additional 109 shares in the last quarter. Vestia Personal Wealth Advisors grew its position in shares of iShares Core U.S. Aggregate Bond ETF by 5.1% during the 4th quarter. Vestia Personal Wealth Advisors now owns 2,493 shares of the company’s stock valued at $242,000 after buying an additional 121 shares during the last quarter. Mount Yale Investment Advisors LLC grew its position in shares of iShares Core U.S. Aggregate Bond ETF by 1.5% during the 4th quarter. Mount Yale Investment Advisors LLC now owns 8,246 shares of the company’s stock valued at $799,000 after buying an additional 122 shares during the last quarter. Finally, Cadent Capital Advisors LLC grew its position in shares of iShares Core U.S. Aggregate Bond ETF by 6.0% during the 4th quarter. Cadent Capital Advisors LLC now owns 2,172 shares of the company’s stock valued at $210,000 after buying an additional 123 shares during the last quarter. Institutional investors and hedge funds own 83.63% of the company’s stock.
iShares Core U.S. Aggregate Bond ETF Stock Down 0.2 %
Shares of NYSEARCA:AGG opened at $98.28 on Friday. iShares Core U.S. Aggregate Bond ETF has a fifty-two week low of $94.85 and a fifty-two week high of $102.04. The firm has a 50-day simple moving average of $97.58 and a 200 day simple moving average of $98.59. The company has a market cap of $124.82 billion, a PE ratio of 125.34 and a beta of 0.22.
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.
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