77,631 Shares in iShares Core U.S. Aggregate Bond ETF $AGG Bought by Livet Wealth LLC

Livet Wealth LLC bought a new position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) during the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund bought 77,631 shares of the company’s stock, valued at approximately $7,754,000. iShares Core U.S. Aggregate Bond ETF comprises approximately 4.8% of Livet Wealth LLC’s holdings, making the stock its 5th largest position.

A number of other institutional investors have also added to or reduced their stakes in the company. CENTRAL TRUST Co boosted its position in iShares Core U.S. Aggregate Bond ETF by 62.1% during the third quarter. CENTRAL TRUST Co now owns 22,762 shares of the company’s stock worth $2,282,000 after purchasing an additional 8,723 shares during the period. CPR Investments Inc. boosted its position in iShares Core U.S. Aggregate Bond ETF by 205.1% during the fourth quarter. CPR Investments Inc. now owns 53,934 shares of the company’s stock worth $5,387,000 after purchasing an additional 36,256 shares during the period. Curated Wealth Partners LLC bought a new position in iShares Core U.S. Aggregate Bond ETF during the fourth quarter worth $3,913,000. NBC Securities Inc. boosted its position in iShares Core U.S. Aggregate Bond ETF by 30.1% during the fourth quarter. NBC Securities Inc. now owns 59,388 shares of the company’s stock worth $5,932,000 after purchasing an additional 13,724 shares during the period. Finally, Capital Asset Advisory Services LLC boosted its position in iShares Core U.S. Aggregate Bond ETF by 8.7% during the fourth quarter. Capital Asset Advisory Services LLC now owns 1,772,568 shares of the company’s stock worth $177,292,000 after purchasing an additional 141,584 shares during the period. 83.63% of the stock is currently owned by institutional investors and hedge funds.

iShares Core U.S. Aggregate Bond ETF Price Performance

AGG stock opened at $98.76 on Friday. The company has a fifty day moving average price of $98.94 and a two-hundred day moving average price of $99.68. iShares Core U.S. Aggregate Bond ETF has a one year low of $97.51 and a one year high of $101.46. The stock has a market cap of $134.94 billion, a price-to-earnings 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.