iShares Core U.S. Aggregate Bond ETF $AGG Shares Purchased by Center for Financial Planning Inc.

Center for Financial Planning Inc. raised its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 3.6% in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 999,011 shares of the company’s stock after acquiring an additional 34,563 shares during the quarter. iShares Core U.S. Aggregate Bond ETF makes up approximately 10.7% of Center for Financial Planning Inc.’s holdings, making the stock its 2nd biggest position. Center for Financial Planning Inc. owned approximately 0.07% of iShares Core U.S. Aggregate Bond ETF worth $100,151,000 at the end of the most recent quarter.

Other institutional investors have also made changes to their positions in the company. Angeles Investment Advisors LLC acquired a new stake in iShares Core U.S. Aggregate Bond ETF in the 2nd quarter valued at $26,000. North Ridge Wealth Advisors Inc. acquired a new position in shares of iShares Core U.S. Aggregate Bond ETF during the 2nd quarter worth about $29,000. Collier Financial bought a new position in shares of iShares Core U.S. Aggregate Bond ETF in the 3rd quarter valued at about $31,000. JCIC Asset Management Inc. acquired a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the third quarter valued at about $32,000. Finally, Evolution Wealth Management Inc. acquired a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the third quarter valued at about $40,000. Institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Performance

Shares of NYSEARCA AGG opened at $100.45 on Wednesday. The stock has a 50 day moving average price of $100.04 and a 200 day moving average price of $100.03. The stock has a market capitalization of $138.82 billion, a PE ratio of 124.57 and a beta of 0.25. iShares Core U.S. Aggregate Bond ETF has a 52 week low of $96.15 and a 52 week high of $101.35.

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.