iShares Core U.S. Aggregate Bond ETF $AGG Stake Increased by Omega Financial Group LLC

Omega Financial Group LLC increased its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 6.1% during the fourth quarter, according to its most recent filing with the SEC. The institutional investor owned 185,474 shares of the company’s stock after purchasing an additional 10,608 shares during the period. iShares Core U.S. Aggregate Bond ETF accounts for 6.1% of Omega Financial Group LLC’s investment portfolio, making the stock its largest position. Omega Financial Group LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $18,525,000 as of its most recent filing with the SEC.

A number of other institutional investors have also added to or reduced their stakes in AGG. Brighton Jones LLC lifted its holdings in iShares Core U.S. Aggregate Bond ETF by 238.0% during the 4th quarter. Brighton Jones LLC now owns 9,984 shares of the company’s stock worth $967,000 after purchasing an additional 7,030 shares in the last quarter. Revolve Wealth Partners LLC lifted its holdings in iShares Core U.S. Aggregate Bond ETF by 50.0% during the 4th quarter. Revolve Wealth Partners LLC now owns 9,127 shares of the company’s stock worth $884,000 after purchasing an additional 3,044 shares in the last quarter. Russell Investments Group Ltd. purchased a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the 2nd quarter valued at about $111,000. Ieq Capital LLC raised its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 9.9% in the 2nd quarter. Ieq Capital LLC now owns 47,381 shares of the company’s stock valued at $4,700,000 after acquiring an additional 4,269 shares in the last quarter. Finally, Quantinno Capital Management LP raised its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 7.6% in the 2nd quarter. Quantinno Capital Management LP now owns 13,419 shares of the company’s stock valued at $1,331,000 after acquiring an additional 943 shares in the last quarter. Hedge funds and other institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Down 0.2%

NYSEARCA:AGG opened at $99.45 on Friday. The business’s 50-day moving average price is $99.84 and its two-hundred day moving average price is $100.12. iShares Core U.S. Aggregate Bond ETF has a twelve month low of $96.66 and a twelve month high of $101.46. The stock has a market cap of $135.85 billion, a P/E ratio of 124.57 and a beta of 0.27.

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.