iShares Core U.S. Aggregate Bond ETF $AGG Stock Sold by Summit Global Investments

Summit Global Investments reduced its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 26.4% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 43,642 shares of the company’s stock after selling 15,683 shares during the period. Summit Global Investments’ holdings in iShares Core U.S. Aggregate Bond ETF were worth $4,126,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds and other institutional investors have also bought and sold shares of the business. Invera Wealth Advisors LLC lifted its stake in iShares Core U.S. Aggregate Bond ETF by 5.3% during the third quarter. Invera Wealth Advisors LLC now owns 34,136 shares of the company’s stock worth $3,227,000 after purchasing an additional 1,704 shares during the last quarter. Charter Capital Management LLC DE lifted its position in shares of iShares Core U.S. Aggregate Bond ETF by 5.7% during the 3rd quarter. Charter Capital Management LLC DE now owns 43,103 shares of the company’s stock worth $4,075,000 after buying an additional 2,315 shares during the last quarter. Americana Partners LLC lifted its position in shares of iShares Core U.S. Aggregate Bond ETF by 1.8% during the 3rd quarter. Americana Partners LLC now owns 13,980 shares of the company’s stock worth $1,322,000 after buying an additional 253 shares during the last quarter. Modera Wealth Management LLC acquired a new stake in iShares Core U.S. Aggregate Bond ETF in the third quarter valued at about $14,139,000. Finally, Greenup Street Wealth Management LLC boosted its stake in iShares Core U.S. Aggregate Bond ETF by 13.0% in the third quarter. Greenup Street Wealth Management LLC now owns 20,923 shares of the company’s stock valued at $1,978,000 after buying an additional 2,412 shares in the last quarter. Institutional investors and hedge funds own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Trading Up 0.2%

Shares of iShares Core U.S. Aggregate Bond ETF stock opened at $96.36 on Friday. The firm’s 50 day moving average is $95.84 and its 200 day moving average is $98.26. The firm has a market capitalization of $139.81 billion, a PE ratio of 124.57 and a beta of 0.26. iShares Core U.S. Aggregate Bond ETF has a 1 year low of $93.83 and a 1 year high of $101.46.

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.