iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Shares Bought by EP Wealth Advisors LLC

EP Wealth Advisors LLC increased its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 4.5% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 1,622,294 shares of the company’s stock after acquiring an additional 70,177 shares during the quarter. iShares Core U.S. Aggregate Bond ETF comprises 1.7% of EP Wealth Advisors LLC’s investment portfolio, making the stock its 12th biggest position. EP Wealth Advisors LLC owned about 0.14% of iShares Core U.S. Aggregate Bond ETF worth $157,476,000 as of its most recent SEC filing.

Other institutional investors have also bought and sold shares of the company. First Community Trust NA purchased a new position in shares of iShares Core U.S. Aggregate Bond ETF in the first quarter valued at approximately $25,000. Oliver Lagore Vanvalin Investment Group increased its position in shares of iShares Core U.S. Aggregate Bond ETF by 162.9% during the second quarter. Oliver Lagore Vanvalin Investment Group now owns 255 shares of the company’s stock worth $25,000 after acquiring an additional 158 shares during the period. Vima LLC purchased a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the fourth quarter worth $27,000. Lynx Investment Advisory acquired a new position in iShares Core U.S. Aggregate Bond ETF during the 2nd quarter worth $28,000. Finally, Atlas Capital Advisors LLC purchased a new stake in iShares Core U.S. Aggregate Bond ETF during the 1st quarter worth about $29,000. 83.63% of the stock is owned by hedge funds and other institutional investors.

iShares Core U.S. Aggregate Bond ETF Stock Up 0.3 %

AGG stock opened at $101.50 on Monday. iShares Core U.S. Aggregate Bond ETF has a 1 year low of $91.58 and a 1 year high of $102.04. The business’s 50-day moving average is $100.32 and its two-hundred day moving average is $98.08.

About iShares Core U.S. Aggregate Bond ETF

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.