iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Shares Acquired by TCI Wealth Advisors Inc.

TCI Wealth Advisors Inc. lifted its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGGFree Report) by 3.7% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 224,910 shares of the company’s stock after purchasing an additional 8,062 shares during the quarter. iShares Core U.S. Aggregate Bond ETF comprises about 1.8% of TCI Wealth Advisors Inc.’s portfolio, making the stock its 16th biggest position. TCI Wealth Advisors Inc.’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $21,794,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in AGG. Kozak & Associates Inc. acquired a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the fourth quarter worth $26,000. ST Germain D J Co. Inc. increased its position in shares of iShares Core U.S. Aggregate Bond ETF by 1,020.0% in the third quarter. ST Germain D J Co. Inc. now owns 280 shares of the company’s stock valued at $28,000 after buying an additional 255 shares in the last quarter. Wagner Wealth Management LLC raised its position 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 acquiring an additional 305 shares during the period. Bank of New Hampshire raised its position in shares of iShares Core U.S. Aggregate Bond ETF by 71.7% during the 4th quarter. Bank of New Hampshire now owns 455 shares of the company’s stock worth $44,000 after purchasing an additional 190 shares during the last quarter. Finally, Concord Wealth Partners lifted its stake in iShares Core U.S. Aggregate Bond ETF by 110.3% in the 3rd quarter. Concord Wealth Partners now owns 511 shares of the company’s stock valued at $52,000 after buying an additional 268 shares in the last quarter. 83.63% of the stock is currently owned by hedge funds and other institutional investors.

iShares Core U.S. Aggregate Bond ETF Trading Up 0.1 %

NYSEARCA:AGG opened at $97.60 on Friday. The stock has a 50 day moving average of $97.48 and a two-hundred day moving average of $98.87. iShares Core U.S. Aggregate Bond ETF has a 12 month low of $94.85 and a 12 month high of $102.04.

iShares Core U.S. Aggregate Bond ETF Company 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.

Further Reading

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

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