iShares Core U.S. Aggregate Bond ETF $AGG Shares Sold by Heritage Family Offices LLP

Heritage Family Offices LLP reduced its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 57.0% in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 12,081 shares of the company’s stock after selling 16,008 shares during the quarter. Heritage Family Offices LLP’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $1,142,000 at the end of the most recent quarter.

Other large investors also recently made changes to their positions in the company. Allegiance Financial Group Advisory Services LLC bought a new stake in iShares Core U.S. Aggregate Bond ETF during the 3rd quarter valued at $789,000. Waldron Private Wealth LLC purchased a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the third quarter valued at about $2,136,000. Calamos Wealth Management LLC purchased a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the third quarter valued at about $13,226,000. Alamar Capital Management LLC lifted its position in shares of iShares Core U.S. Aggregate Bond ETF by 1.2% during the third quarter. Alamar Capital Management LLC now owns 78,086 shares of the company’s stock valued at $7,382,000 after purchasing an additional 936 shares in the last quarter. Finally, Burke & Herbert Bank & Trust Co. bought a new position in shares of iShares Core U.S. Aggregate Bond ETF during the third quarter valued at about $3,324,000. 83.63% of the stock is currently owned by institutional investors and hedge funds.

iShares Core U.S. Aggregate Bond ETF Stock Down 0.1%

iShares Core U.S. Aggregate Bond ETF stock traded down $0.07 during midday trading on Friday, hitting $96.55. 11,643,365 shares of the stock were exchanged, compared to its average volume of 9,771,159. iShares Core U.S. Aggregate Bond ETF has a 52-week low of $93.83 and a 52-week high of $101.46. The business’s 50-day moving average price is $95.71 and its 200-day moving average price is $98.16. The stock has a market capitalization of $139.35 billion, a price-to-earnings ratio of 124.57 and a beta of 0.26.

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.