Gallagher Capital Advisors LLC Makes New $747,000 Investment in iShares Core U.S. Aggregate Bond ETF $AGG

Gallagher Capital Advisors LLC bought a new stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) during the 1st quarter, according to the company in its most recent disclosure with the SEC. The fund bought 7,524 shares of the company’s stock, valued at approximately $747,000.

A number of other large investors also recently made changes to their positions in the business. NBC Securities Inc. lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 30.1% during the 4th quarter. NBC Securities Inc. now owns 59,388 shares of the company’s stock valued at $5,932,000 after buying an additional 13,724 shares during the last quarter. Capital Asset Advisory Services LLC increased its holdings in iShares Core U.S. Aggregate Bond ETF by 8.7% in the fourth quarter. Capital Asset Advisory Services LLC now owns 1,772,568 shares of the company’s stock worth $177,292,000 after buying an additional 141,584 shares during the last quarter. Curated Wealth Partners LLC acquired a new position in iShares Core U.S. Aggregate Bond ETF in the fourth quarter worth approximately $3,913,000. CPR Investments Inc. raised 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 valued at $5,387,000 after acquiring an additional 36,256 shares in the last quarter. Finally, Clearstead Advisors LLC lifted its stake in iShares Core U.S. Aggregate Bond ETF by 22.2% in the fourth quarter. Clearstead Advisors LLC now owns 217,140 shares of the company’s stock valued at $21,688,000 after acquiring an additional 39,415 shares during the last quarter. Institutional investors and hedge funds own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Up 0.1%

AGG stock opened at $98.14 on Thursday. The company has a market capitalization of $138.48 billion, a price-to-earnings ratio of 124.57 and a beta of 0.25. iShares Core U.S. Aggregate Bond ETF has a 12 month low of $97.51 and a 12 month high of $101.46. The firm has a 50 day moving average of $98.59 and a two-hundred day moving average of $99.43.

iShares Core U.S. Aggregate Bond ETF Company 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.