iShares Core U.S. Aggregate Bond ETF $AGG Shares Sold by Valeo Financial Advisors LLC

Valeo Financial Advisors LLC lessened its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 14.3% during the second quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 57,658 shares of the company’s stock after selling 9,653 shares during the quarter. Valeo Financial Advisors LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $5,707,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Brighton Jones LLC lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 238.0% in the 4th quarter. Brighton Jones LLC now owns 9,984 shares of the company’s stock valued at $967,000 after buying an additional 7,030 shares during the period. Revolve Wealth Partners LLC grew its holdings in iShares Core U.S. Aggregate Bond ETF by 50.0% during the fourth quarter. Revolve Wealth Partners LLC now owns 9,127 shares of the company’s stock worth $884,000 after acquiring an additional 3,044 shares during the period. Russell Investments Group Ltd. acquired a new position in iShares Core U.S. Aggregate Bond ETF during the second quarter worth $111,000. Ieq Capital LLC grew its holdings in iShares Core U.S. Aggregate Bond ETF by 9.9% during the second quarter. Ieq Capital LLC now owns 47,381 shares of the company’s stock worth $4,700,000 after acquiring an additional 4,269 shares during the period. Finally, Quantinno Capital Management LP raised its position in iShares Core U.S. Aggregate Bond ETF by 7.6% in the second quarter. Quantinno Capital Management LP now owns 13,419 shares of the company’s stock worth $1,331,000 after acquiring an additional 943 shares in the last quarter. Institutional investors and hedge funds own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Performance

iShares Core U.S. Aggregate Bond ETF stock opened at $97.60 on Friday. iShares Core U.S. Aggregate Bond ETF has a one year low of $97.12 and a one year high of $101.46. The business has a fifty day moving average of $98.28 and a two-hundred day moving average of $99.14. The company has a market cap of $137.72 billion, a P/E ratio of 124.57 and a beta of 0.25.

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.