iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Shares Purchased by Congress Wealth Management LLC DE

Congress Wealth Management LLC DE increased its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 1.0% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 106,918 shares of the company’s stock after purchasing an additional 1,052 shares during the period. Congress Wealth Management LLC DE’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $10,360,000 as of its most recent filing with the Securities & Exchange Commission.

Several other large investors also recently bought and sold shares of the stock. Raymond James Financial Inc. acquired a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the fourth quarter worth about $7,545,901,000. Arizona PSPRS Trust acquired a new stake in iShares Core U.S. Aggregate Bond ETF during the 3rd quarter valued at approximately $822,973,000. Jones Financial Companies Lllp boosted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 6.1% in the 4th quarter. Jones Financial Companies Lllp now owns 128,947,585 shares of the company’s stock valued at $12,495,021,000 after acquiring an additional 7,463,618 shares during the last quarter. United Services Automobile Association increased its stake in shares of iShares Core U.S. Aggregate Bond ETF by 105.8% in the third quarter. United Services Automobile Association now owns 9,129,161 shares of the company’s stock worth $924,510,000 after acquiring an additional 4,694,299 shares during the period. Finally, Constellation Investments Inc. purchased a new position in shares of iShares Core U.S. Aggregate Bond ETF during the fourth quarter worth $431,100,000. Hedge funds and other institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Price Performance

NYSEARCA AGG opened at $98.36 on Tuesday. The company has a market capitalization of $124.92 billion, a PE ratio of 125.34 and a beta of 0.22. The company has a fifty day moving average of $97.85 and a 200 day moving average of $98.49. iShares Core U.S. Aggregate Bond ETF has a 1 year low of $94.85 and a 1 year high of $102.04.

iShares Core U.S. Aggregate Bond ETF Company 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.