Avior Wealth Management LLC Has $2.60 Million Position in iShares Core U.S. Aggregate Bond ETF $AGG

Avior Wealth Management LLC grew its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 74.9% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 26,159 shares of the company’s stock after purchasing an additional 11,206 shares during the period. Avior Wealth Management LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $2,603,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also modified their holdings of the business. Mercer Global Advisors Inc. ADV raised its stake in shares of iShares Core U.S. Aggregate Bond ETF by 17.5% in the 3rd quarter. Mercer Global Advisors Inc. ADV now owns 33,227,135 shares of the company’s stock valued at $3,331,020,000 after acquiring an additional 4,942,715 shares in the last quarter. Bank of America Corp DE increased its stake in shares of iShares Core U.S. Aggregate Bond ETF by 5.5% in the third quarter. Bank of America Corp DE now owns 46,326,160 shares of the company’s stock worth $4,644,198,000 after purchasing an additional 2,423,410 shares during the period. United Services Automobile Association lifted its position in shares of iShares Core U.S. Aggregate Bond ETF by 70.1% during the 2nd quarter. United Services Automobile Association now owns 5,022,980 shares of the company’s stock worth $498,280,000 after purchasing an additional 2,069,200 shares during the last quarter. Raymond James Financial Inc. boosted its stake in iShares Core U.S. Aggregate Bond ETF by 2.5% during the 3rd quarter. Raymond James Financial Inc. now owns 79,246,704 shares of the company’s stock valued at $7,944,482,000 after purchasing an additional 1,911,414 shares during the period. Finally, Wealth Enhancement Advisory Services LLC boosted its stake in iShares Core U.S. Aggregate Bond ETF by 9.7% during 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 period. Institutional investors and hedge funds own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Trading Down 0.8%

Shares of iShares Core U.S. Aggregate Bond ETF stock opened at $98.66 on Friday. iShares Core U.S. Aggregate Bond ETF has a 1 year low of $96.15 and a 1 year high of $101.46. The company’s fifty day simple moving average is $100.23 and its 200-day simple moving average is $100.27. The company has a market cap of $136.35 billion, a price-to-earnings ratio of 124.57 and a beta of 0.25.

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.