Legacy Wealth Managment LLC ID Acquires 6,317 Shares of iShares Core U.S. Aggregate Bond ETF $AGG

Legacy Wealth Managment LLC ID raised its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 62.5% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 16,428 shares of the company’s stock after buying an additional 6,317 shares during the period. Legacy Wealth Managment LLC ID’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $1,626,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the business. Raymond James Financial Inc. boosted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 7.0% during the 4th quarter. Raymond James Financial Inc. now owns 84,760,819 shares of the company’s stock worth $8,465,912,000 after buying an additional 5,514,115 shares during the last quarter. Bank of America Corp DE increased its position in shares of iShares Core U.S. Aggregate Bond ETF by 29.6% in the first quarter. Bank of America Corp DE now owns 69,660,482 shares of the company’s stock valued at $6,915,196,000 after acquiring an additional 15,923,080 shares during the last quarter. Mercer Global Advisors Inc. ADV increased its position in shares of iShares Core U.S. Aggregate Bond ETF by 9.1% in the fourth quarter. Mercer Global Advisors Inc. ADV now owns 36,259,568 shares of the company’s stock valued at $3,621,605,000 after acquiring an additional 3,032,433 shares during the last quarter. Morgan Stanley raised its holdings in iShares Core U.S. Aggregate Bond ETF by 4.0% during the fourth quarter. Morgan Stanley now owns 32,483,415 shares of the company’s stock worth $3,244,444,000 after acquiring an additional 1,245,217 shares in the last quarter. Finally, Betterment LLC raised its holdings in iShares Core U.S. Aggregate Bond ETF by 6.9% during the fourth quarter. Betterment LLC now owns 26,255,484 shares of the company’s stock worth $2,622,398,000 after acquiring an additional 1,687,004 shares in the last quarter. 83.63% of the stock is owned by institutional investors.

iShares Core U.S. Aggregate Bond ETF Stock Performance

Shares of NYSEARCA AGG opened at $96.95 on Friday. The stock has a 50 day moving average price of $97.80 and a 200 day moving average price of $98.78. iShares Core U.S. Aggregate Bond ETF has a 52 week low of $96.72 and a 52 week high of $101.46. The stock has a market capitalization of $136.81 billion, a PE 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.