Planning Project LLC purchased a new position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor purchased 634,808 shares of the company’s stock, valued at approximately $61,843,000. iShares Core U.S. Aggregate Bond ETF accounts for approximately 12.4% of Planning Project LLC’s investment portfolio, making the stock its 3rd biggest holding.
A number of other institutional investors have also added to or reduced their stakes in AGG. Brighton Jones LLC lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 238.0% in the fourth quarter. Brighton Jones LLC now owns 9,984 shares of the company’s stock worth $967,000 after buying an additional 7,030 shares in the last quarter. Revolve Wealth Partners LLC grew its stake in iShares Core U.S. Aggregate Bond ETF by 50.0% during the fourth quarter. Revolve Wealth Partners LLC now owns 9,127 shares of the company’s stock valued at $884,000 after acquiring an additional 3,044 shares in the last quarter. Russell Investments Group Ltd. purchased a new position in iShares Core U.S. Aggregate Bond ETF during the second quarter valued at $111,000. Ieq Capital LLC grew its stake in iShares Core U.S. Aggregate Bond ETF by 9.9% during the second quarter. Ieq Capital LLC now owns 47,381 shares of the company’s stock valued at $4,700,000 after acquiring an additional 4,269 shares in the last quarter. Finally, Quantinno Capital Management LP increased its holdings in iShares Core U.S. Aggregate Bond ETF by 7.6% in the 2nd quarter. Quantinno Capital Management LP now owns 13,419 shares of the company’s stock valued at $1,331,000 after acquiring an additional 943 shares during the last quarter. 83.63% of the stock is owned by hedge funds and other institutional investors.
iShares Core U.S. Aggregate Bond ETF Price Performance
Shares of AGG stock opened at $97.00 on Monday. The stock has a market cap of $136.88 billion, a P/E ratio of 124.57 and a beta of 0.25. iShares Core U.S. Aggregate Bond ETF has a 52 week low of $96.72 and a 52 week high of $101.46. The company’s fifty day simple moving average is $97.75 and its two-hundred day simple moving average is $98.75.
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.
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