Delos Wealth Advisors LLC Acquires 155 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Delos Wealth Advisors LLC grew its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGGFree Report) by 0.9% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 16,745 shares of the company’s stock after acquiring an additional 155 shares during the quarter. iShares Core U.S. Aggregate Bond ETF accounts for approximately 2.4% of Delos Wealth Advisors LLC’s investment portfolio, making the stock its 13th largest position. Delos Wealth Advisors LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $1,662,000 as of its most recent SEC filing.

Other hedge funds also recently made changes to their positions in the company. Long Run Wealth Advisors LLC raised its holdings in iShares Core U.S. Aggregate Bond ETF by 0.5% in the 4th quarter. Long Run Wealth Advisors LLC now owns 20,150 shares of the company’s stock worth $2,000,000 after purchasing an additional 105 shares in the last quarter. Carmichael Hill & Associates Inc. raised its position in shares of iShares Core U.S. Aggregate Bond ETF by 6.6% in the 4th quarter. Carmichael Hill & Associates Inc. now owns 1,697 shares of the company’s stock worth $168,000 after acquiring an additional 105 shares in the last quarter. Brickley Wealth Management lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 4.4% in the 3rd quarter. Brickley Wealth Management now owns 2,623 shares of the company’s stock valued at $247,000 after purchasing an additional 110 shares during the period. O Connor Financial Group LLC grew its stake in iShares Core U.S. Aggregate Bond ETF by 4.4% in the fourth quarter. O Connor Financial Group LLC now owns 2,676 shares of the company’s stock worth $266,000 after purchasing an additional 112 shares during the period. Finally, RKL Wealth Management LLC raised its holdings in iShares Core U.S. Aggregate Bond ETF by 0.3% in the third quarter. RKL Wealth Management LLC now owns 45,871 shares of the company’s stock worth $4,314,000 after purchasing an additional 116 shares in the last quarter. 83.63% of the stock is currently owned by institutional investors and hedge funds.

iShares Core U.S. Aggregate Bond ETF Stock Performance

Shares of AGG stock traded up $0.19 during mid-day trading on Thursday, reaching $96.45. 6,732,585 shares of the company’s stock traded hands, compared to its average volume of 9,176,746. iShares Core U.S. Aggregate Bond ETF has a 12 month low of $91.58 and a 12 month high of $100.19. The company’s 50-day moving average price is $96.70 and its 200-day moving average price is $96.82.

iShares Core U.S. Aggregate Bond ETF Company Profile

(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.

Read More

Want to see what other hedge funds are holding AGG? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGGFree Report).

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.