J.W. Cole Advisors Inc. Has $5.68 Million Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

J.W. Cole Advisors Inc. cut its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGGFree Report) by 12.6% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 57,214 shares of the company’s stock after selling 8,274 shares during the quarter. J.W. Cole Advisors Inc.’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $5,678,000 at the end of the most recent reporting period.

Several other large investors also recently modified their holdings of AGG. Onyx Bridge Wealth Group LLC grew its holdings in iShares Core U.S. Aggregate Bond ETF by 104.1% in the fourth quarter. Onyx Bridge Wealth Group LLC now owns 221,173 shares of the company’s stock worth $21,951,000 after purchasing an additional 112,784 shares during the period. Wetzel Investment Advisors Inc. acquired a new stake in iShares Core U.S. Aggregate Bond ETF in the fourth quarter worth $14,267,000. Greenleaf Trust grew its holdings in iShares Core U.S. Aggregate Bond ETF by 51.5% in the fourth quarter. Greenleaf Trust now owns 11,032 shares of the company’s stock worth $1,095,000 after purchasing an additional 3,751 shares during the period. Evolution Wealth Advisors LLC acquired a new stake in iShares Core U.S. Aggregate Bond ETF in the fourth quarter worth $450,000. Finally, American Financial Advisors LLC acquired a new stake in iShares Core U.S. Aggregate Bond ETF in the fourth quarter worth $284,000. 83.63% of the stock is currently owned by institutional investors and hedge funds.

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

NYSEARCA:AGG traded up $0.11 during trading hours on Friday, reaching $95.39. The company had a trading volume of 9,121,593 shares, compared to its average volume of 9,307,015. The business’s 50-day simple moving average is $97.08 and its two-hundred day simple moving average is $96.55. iShares Core U.S. Aggregate Bond ETF has a twelve month low of $91.58 and a twelve month high of $100.42.

About iShares Core U.S. Aggregate Bond ETF

(Free Report)

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.

Featured Stories

Institutional Ownership by Quarter for iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Receive News & Ratings for iShares Core U.S. Aggregate Bond ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for iShares Core U.S. Aggregate Bond ETF and related companies with MarketBeat.com's FREE daily email newsletter.