88,764 Shares in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Acquired by Innova Wealth Partners

Innova Wealth Partners bought a new stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor bought 88,764 shares of the company’s stock, valued at approximately $8,601,000. iShares Core U.S. Aggregate Bond ETF comprises approximately 5.4% of Innova Wealth Partners’ holdings, making the stock its 3rd largest position.

Several other institutional investors have also added to or reduced their stakes in AGG. Ironwood Wealth Management LLC. lifted its holdings in iShares Core U.S. Aggregate Bond ETF by 5.2% during the second quarter. Ironwood Wealth Management LLC. now owns 53,307 shares of the company’s stock valued at $5,174,000 after purchasing an additional 2,624 shares in the last quarter. Sachetta LLC lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 13.1% during the 2nd quarter. Sachetta LLC now owns 2,893 shares of the company’s stock valued at $285,000 after buying an additional 336 shares in the last quarter. Beam Wealth Advisors Inc. bought a new position in iShares Core U.S. Aggregate Bond ETF in the 2nd quarter worth $1,203,000. Discipline Wealth Solutions LLC purchased a new stake in iShares Core U.S. Aggregate Bond ETF in the 2nd quarter worth $550,000. Finally, Truefg LLC raised its holdings in iShares Core U.S. Aggregate Bond ETF by 2.9% during the second quarter. Truefg LLC now owns 5,591 shares of the company’s stock valued at $543,000 after acquiring an additional 155 shares during the period. 83.63% of the stock is currently owned by institutional investors.

iShares Core U.S. Aggregate Bond ETF Price Performance

AGG stock opened at $96.37 on Wednesday. The company’s fifty day moving average price is $97.87 and its 200-day moving average price is $98.97. iShares Core U.S. Aggregate Bond ETF has a one year low of $94.85 and a one year high of $102.04.

iShares Core U.S. Aggregate Bond ETF 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.