iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Stock Holdings Boosted by D.A. Davidson & CO.

D.A. Davidson & CO. lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGGFree Report) by 2.1% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 4,060,094 shares of the company’s stock after buying an additional 83,887 shares during the quarter. iShares Core U.S. Aggregate Bond ETF comprises about 3.4% of D.A. Davidson & CO.’s holdings, making the stock its 4th biggest holding. D.A. Davidson & CO. owned 0.33% of iShares Core U.S. Aggregate Bond ETF worth $411,166,000 as of its most recent filing with the Securities and Exchange Commission.

Other large investors have also modified their holdings of the company. FineMark National Bank & Trust grew its stake in iShares Core U.S. Aggregate Bond ETF by 0.7% during the 2nd quarter. FineMark National Bank & Trust now owns 14,659 shares of the company’s stock worth $1,423,000 after buying an additional 108 shares during the last quarter. Spectrum Investment Advisors Inc. boosted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 24.1% in the second quarter. Spectrum Investment Advisors Inc. now owns 46,767 shares of the company’s stock valued at $4,540,000 after acquiring an additional 9,087 shares during the period. Wagner Wealth Management LLC grew its position in shares of 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 acquiring an additional 305 shares during the last quarter. AE Wealth Management LLC increased its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 48.7% in the 2nd quarter. AE Wealth Management LLC now owns 151,969 shares of the company’s stock valued at $14,752,000 after acquiring an additional 49,761 shares during the period. Finally, Heritage Wealth Management Inc. acquired a new position in shares of iShares Core U.S. Aggregate Bond ETF in the 2nd quarter valued at $2,097,000. Institutional investors and hedge funds own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Trading Up 0.9 %

Shares of NYSEARCA:AGG opened at $98.70 on Tuesday. iShares Core U.S. Aggregate Bond ETF has a 1-year low of $94.85 and a 1-year high of $102.04. The firm has a fifty day moving average price of $99.33 and a 200 day moving average price of $98.79.

iShares Core U.S. Aggregate Bond ETF Profile

(Free Report)

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.

See Also

Institutional Ownership by Quarter for iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Receive News & Ratings for iShares Core U.S. Aggregate Bond ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for iShares Core U.S. Aggregate Bond ETF and related companies with MarketBeat.com's FREE daily email newsletter.