iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Shares Purchased by Ballast Inc.

Ballast Inc. lifted its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 2.0% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 16,375 shares of the company’s stock after purchasing an additional 327 shares during the quarter. iShares Core U.S. Aggregate Bond ETF comprises about 0.6% of Ballast Inc.’s portfolio, making the stock its 28th biggest position. Ballast Inc.’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $1,625,000 at the end of the most recent quarter.

Other institutional investors have also recently made changes to their positions in the company. Empirical Financial Services LLC d.b.a. Empirical Wealth Management lifted its position in iShares Core U.S. Aggregate Bond ETF by 145.5% during the 1st quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management now owns 6,590 shares of the company’s stock worth $705,000 after acquiring an additional 3,906 shares during the period. Laurel Wealth Advisors Inc. lifted its position in iShares Core U.S. Aggregate Bond ETF by 36.2% during the 1st quarter. Laurel Wealth Advisors Inc. now owns 52,003 shares of the company’s stock worth $5,570,000 after acquiring an additional 13,829 shares during the period. Worth Asset Management LLC acquired a new stake in iShares Core U.S. Aggregate Bond ETF during the 1st quarter worth about $44,000. Baltimore Washington Financial Advisors Inc. acquired a new stake in iShares Core U.S. Aggregate Bond ETF during the 1st quarter worth about $241,000. Finally, West Michigan Advisors LLC grew its holdings in iShares Core U.S. Aggregate Bond ETF by 2.0% during the first quarter. West Michigan Advisors LLC now owns 14,640 shares of the company’s stock worth $1,568,000 after acquiring an additional 292 shares during the period. Institutional investors and hedge funds own 83.63% of the company’s stock.

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

Shares of AGG stock opened at $97.94 on Friday. The business’s 50 day moving average is $97.70 and its two-hundred day moving average is $96.38. iShares Core U.S. Aggregate Bond ETF has a 12-month low of $91.58 and a 12-month high of $100.98.

About iShares Core U.S. Aggregate Bond ETF

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.