Advisortrust Partners LLC Purchases Shares of 5,300 iShares Core U.S. Aggregate Bond ETF $AGG

Advisortrust Partners LLC acquired a new stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 5,300 shares of the company’s stock, valued at approximately $529,000.

A number of other institutional investors and hedge funds also recently made changes to their positions in the stock. Kampmann Melissa S. increased its position in iShares Core U.S. Aggregate Bond ETF by 1.0% in the 4th quarter. Kampmann Melissa S. now owns 10,508 shares of the company’s stock valued at $1,051,000 after buying an additional 100 shares in the last quarter. Woodside Wealth Management LLC boosted its holdings in iShares Core U.S. Aggregate Bond ETF by 1.7% in the third quarter. Woodside Wealth Management LLC now owns 6,241 shares of the company’s stock worth $626,000 after acquiring an additional 104 shares in the last quarter. Stephens Consulting LLC grew its stake in iShares Core U.S. Aggregate Bond ETF by 9.4% in the fourth quarter. Stephens Consulting LLC now owns 1,288 shares of the company’s stock valued at $129,000 after acquiring an additional 111 shares during the period. Hoge Financial Services LLC grew its stake in iShares Core U.S. Aggregate Bond ETF by 1.3% in the fourth quarter. Hoge Financial Services LLC now owns 8,521 shares of the company’s stock valued at $851,000 after acquiring an additional 111 shares during the period. Finally, Aprio Wealth Management LLC grew its stake in iShares Core U.S. Aggregate Bond ETF by 1.0% in the third quarter. Aprio Wealth Management LLC now owns 10,975 shares of the company’s stock valued at $1,100,000 after acquiring an additional 114 shares during the period. Institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Price Performance

NYSEARCA AGG opened at $98.90 on Friday. iShares Core U.S. Aggregate Bond ETF has a 52 week low of $97.51 and a 52 week high of $101.46. The business has a 50 day moving average price of $98.90 and a 200-day moving average price of $99.61. The company has a market cap of $135.13 billion, a price-to-earnings ratio of 124.57 and a beta of 0.25.

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.