Wealthspire Advisors LLC Trims Stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Wealthspire Advisors LLC lessened its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 13.6% during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 191,761 shares of the company’s stock after selling 30,199 shares during the quarter. Wealthspire Advisors LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $19,032,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Jones Financial Companies Lllp boosted its stake in iShares Core U.S. Aggregate Bond ETF by 2.9% during the 3rd quarter. Jones Financial Companies Lllp now owns 89,272,076 shares of the company’s stock worth $8,395,146,000 after purchasing an additional 2,551,739 shares during the period. Raymond James & Associates grew its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 1.7% during the fourth quarter. Raymond James & Associates now owns 63,061,225 shares of the company’s stock worth $6,258,826,000 after buying an additional 1,072,797 shares during the last quarter. US Bancorp DE increased its position in iShares Core U.S. Aggregate Bond ETF by 9.9% in the 3rd quarter. US Bancorp DE now owns 25,936,364 shares of the company’s stock valued at $2,438,642,000 after acquiring an additional 2,346,840 shares during the period. Morgan Stanley raised its stake in iShares Core U.S. Aggregate Bond ETF by 1.8% during the 3rd quarter. Morgan Stanley now owns 25,070,989 shares of the company’s stock valued at $2,357,676,000 after acquiring an additional 440,988 shares during the last quarter. Finally, Charles Schwab Investment Management Inc. lifted its position in iShares Core U.S. Aggregate Bond ETF by 120.7% during the 3rd quarter. Charles Schwab Investment Management Inc. now owns 18,145,366 shares of the company’s stock worth $1,706,332,000 after acquiring an additional 9,923,920 shares during the period. Hedge funds and other institutional investors own 83.63% of the company’s stock.

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

Shares of AGG stock traded up $0.19 during midday trading on Thursday, hitting $96.45. The company had a trading volume of 6,732,585 shares, compared to its average volume of 9,176,746. The company’s 50 day simple moving average is $96.70 and its 200 day simple moving average is $96.82. iShares Core U.S. Aggregate Bond ETF has a 52-week low of $91.58 and a 52-week high of $100.19.

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.