Crestmont Private Wealth LLC Invests $573,000 in iShares Core U.S. Aggregate Bond ETF $AGG

Crestmont Private Wealth LLC acquired a new position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGGFree Report) during the fourth quarter, according to its most recent 13F filing with the SEC. The firm acquired 5,739 shares of the company’s stock, valued at approximately $573,000.

Other large investors also recently modified their holdings of the company. Blueline Advisors LLC acquired a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the fourth quarter valued at about $25,000. Cresta Advisors Ltd. acquired a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the fourth quarter valued at about $25,000. Valley National Advisers Inc. grew its stake in shares of iShares Core U.S. Aggregate Bond ETF by 339.0% in the fourth quarter. Valley National Advisers Inc. now owns 259 shares of the company’s stock valued at $25,000 after buying an additional 200 shares in the last quarter. Wiser Advisor Group LLC acquired a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the third quarter valued at about $29,000. Finally, North Ridge Wealth Advisors Inc. acquired a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the second quarter valued at about $29,000. 83.63% of the stock is currently owned by hedge funds and other institutional investors.

iShares Core U.S. Aggregate Bond ETF Stock Performance

AGG stock opened at $98.68 on Tuesday. iShares Core U.S. Aggregate Bond ETF has a 1 year low of $97.23 and a 1 year high of $101.46. The firm has a market cap of $134.83 billion, a P/E ratio of 124.57 and a beta of 0.26. The stock has a 50-day simple moving average of $99.01 and a 200-day simple moving average of $99.78.

iShares Core U.S. Aggregate Bond ETF 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.

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

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