Orgel Wealth Management LLC Purchases 9,292 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Orgel Wealth Management LLC lifted its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 219.1% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 13,533 shares of the company’s stock after purchasing an additional 9,292 shares during the period. Orgel Wealth Management LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $1,311,000 as of its most recent filing with the SEC.

Other large investors have also made changes to their positions in the company. Arizona PSPRS Trust bought a new position in iShares Core U.S. Aggregate Bond ETF during the third quarter worth $822,973,000. United Services Automobile Association raised its stake in shares of iShares Core U.S. Aggregate Bond ETF by 105.8% in the 3rd quarter. United Services Automobile Association now owns 9,129,161 shares of the company’s stock valued at $924,510,000 after buying an additional 4,694,299 shares in the last quarter. US Bancorp DE lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 11.1% during the 3rd quarter. US Bancorp DE now owns 37,260,740 shares of the company’s stock worth $3,697,061,000 after acquiring an additional 3,717,053 shares during the period. International Assets Investment Management LLC boosted its holdings in iShares Core U.S. Aggregate Bond ETF by 12,022.8% during the third quarter. International Assets Investment Management LLC now owns 2,413,532 shares of the company’s stock valued at $244,418,000 after purchasing an additional 2,393,623 shares in the last quarter. Finally, Raymond James & Associates grew its position in iShares Core U.S. Aggregate Bond ETF by 3.5% in the third quarter. Raymond James & Associates now owns 71,065,150 shares of the company’s stock valued at $7,196,768,000 after acquiring an additional 2,376,267 shares during the period. Institutional investors and hedge funds own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Performance

Shares of iShares Core U.S. Aggregate Bond ETF stock 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 company has a 50-day simple moving average of $97.58 and a 200 day simple moving average of $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.