Ballew Advisors Inc Cuts Stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Ballew Advisors Inc decreased its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 1.5% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 31,973 shares of the company’s stock after selling 484 shares during the period. iShares Core U.S. Aggregate Bond ETF comprises approximately 2.0% of Ballew Advisors Inc’s portfolio, making the stock its 11th largest position. Ballew Advisors Inc’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $3,065,000 as of its most recent SEC filing.

Other large investors have also modified their holdings of the company. Orgel Wealth Management LLC grew its position in shares of iShares Core U.S. Aggregate Bond ETF by 219.1% during the fourth quarter. Orgel Wealth Management LLC now owns 13,533 shares of the company’s stock worth $1,311,000 after buying an additional 9,292 shares in the last quarter. Financial Management Professionals Inc. grew its holdings in iShares Core U.S. Aggregate Bond ETF by 4.1% during the 4th quarter. Financial Management Professionals Inc. now owns 4,016 shares of the company’s stock worth $389,000 after acquiring an additional 158 shares in the last quarter. TCP Asset Management LLC increased its position in shares of iShares Core U.S. Aggregate Bond ETF by 3.0% in the 4th quarter. TCP Asset Management LLC now owns 102,960 shares of the company’s stock valued at $9,977,000 after purchasing an additional 2,978 shares during the last quarter. TruWealth Advisors LLC lifted its position in shares of iShares Core U.S. Aggregate Bond ETF by 10.4% during the 4th quarter. TruWealth Advisors LLC now owns 85,273 shares of the company’s stock worth $8,263,000 after purchasing an additional 8,031 shares during the last quarter. Finally, Ameritas Advisory Services LLC grew its stake in shares of iShares Core U.S. Aggregate Bond ETF by 13.6% during the fourth quarter. Ameritas Advisory Services LLC now owns 24,458 shares of the company’s stock worth $2,370,000 after purchasing an additional 2,931 shares in the last quarter. Hedge funds and other institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Price Performance

NYSEARCA:AGG opened at $96.92 on Friday. iShares Core U.S. Aggregate Bond ETF has a 12 month low of $94.85 and a 12 month high of $102.04. The business’s fifty day moving average price is $97.58 and its 200 day moving average price is $98.89.

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.