iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Shares Acquired by Transform Wealth LLC

Transform Wealth LLC increased its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 9.5% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 276,787 shares of the company’s stock after acquiring an additional 24,052 shares during the period. iShares Core U.S. Aggregate Bond ETF comprises 1.5% of Transform Wealth LLC’s investment portfolio, making the stock its 11th biggest position. Transform Wealth LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $26,821,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently bought and sold shares of AGG. 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. Kozak & Associates Inc. acquired a new stake in iShares Core U.S. Aggregate Bond ETF in the 4th quarter valued at about $26,000. ST Germain D J Co. Inc. raised its position in iShares Core U.S. Aggregate Bond ETF by 1,020.0% in the 3rd quarter. ST Germain D J Co. Inc. now owns 280 shares of the company’s stock valued at $28,000 after purchasing an additional 255 shares in the last quarter. Wagner Wealth Management LLC boosted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 30,500.0% in the 3rd quarter. Wagner Wealth Management LLC now owns 306 shares of the company’s stock valued at $31,000 after buying an additional 305 shares during the period. Finally, Kimelman & Baird LLC purchased a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the second quarter worth approximately $36,000. 83.63% of the stock is currently owned by hedge funds and other institutional investors.

iShares Core U.S. Aggregate Bond ETF Stock Performance

Shares of iShares Core U.S. Aggregate Bond ETF stock opened at $96.92 on Tuesday. The company has a 50 day moving average of $97.55 and a 200 day moving average of $98.92. iShares Core U.S. Aggregate Bond ETF has a 52-week low of $94.85 and a 52-week high of $102.04.

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.