Dakota Wealth Management Purchases 83,911 Shares of iShares Core U.S. Aggregate Bond ETF $AGG

Dakota Wealth Management lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 25.5% in the third quarter, HoldingsChannel reports. The institutional investor owned 413,171 shares of the company’s stock after buying an additional 83,911 shares during the period. iShares Core U.S. Aggregate Bond ETF makes up about 0.8% of Dakota Wealth Management’s holdings, making the stock its 19th largest holding. Dakota Wealth Management’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $41,420,000 at the end of the most recent reporting period.

Several other large investors also recently made changes to their positions in AGG. Bank of America Corp DE grew its position in shares of iShares Core U.S. Aggregate Bond ETF by 4.6% in the 2nd quarter. Bank of America Corp DE now owns 43,902,750 shares of the company’s stock valued at $4,355,153,000 after acquiring an additional 1,915,497 shares during the period. Betterment LLC raised its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 5.4% in the 2nd quarter. Betterment LLC now owns 23,067,850 shares of the company’s stock valued at $2,288,331,000 after purchasing an additional 1,191,388 shares during the period. Wealth Enhancement Advisory Services LLC lifted its stake in iShares Core U.S. Aggregate Bond ETF by 9.7% in the 3rd quarter. Wealth Enhancement Advisory Services LLC now owns 18,113,855 shares of the company’s stock valued at $1,813,740,000 after purchasing an additional 1,607,890 shares during the last quarter. Northwestern Mutual Wealth Management Co. raised its stake in iShares Core U.S. Aggregate Bond ETF by 3.6% in the second quarter. Northwestern Mutual Wealth Management Co. now owns 11,963,480 shares of the company’s stock valued at $1,186,777,000 after buying an additional 417,611 shares during the period. Finally, JPMorgan Chase & Co. lifted its position in shares of iShares Core U.S. Aggregate Bond ETF by 5.6% in the third quarter. JPMorgan Chase & Co. now owns 11,618,735 shares of the company’s stock valued at $1,164,778,000 after buying an additional 620,855 shares during the last quarter. Institutional investors and hedge funds own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Trading Up 0.2%

Shares of NYSEARCA AGG opened at $101.10 on Tuesday. The company has a market capitalization of $139.72 billion, a P/E ratio of 124.57 and a beta of 0.25. iShares Core U.S. Aggregate Bond ETF has a 12 month low of $96.15 and a 12 month high of $101.35. The stock has a 50 day moving average of $100.19 and a 200-day moving average of $100.16.

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.