iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Position Reduced by Legacy Wealth Management Inc

Legacy Wealth Management Inc reduced its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 9.6% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 34,819 shares of the company’s stock after selling 3,694 shares during the period. iShares Core U.S. Aggregate Bond ETF comprises approximately 0.2% of Legacy Wealth Management Inc’s holdings, making the stock its 17th largest position. Legacy Wealth Management Inc’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $3,374,000 at the end of the most recent reporting period.

Other large investors have also made changes to their positions in the company. Wagner Wealth Management LLC boosted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 30,500.0% during the third quarter. Wagner Wealth Management LLC now owns 306 shares of the company’s stock worth $31,000 after purchasing an additional 305 shares during the period. Drucker Wealth 3.0 LLC boosted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 6.3% during the 3rd quarter. Drucker Wealth 3.0 LLC now owns 5,724 shares of the company’s stock valued at $580,000 after buying an additional 340 shares during the period. World Investment Advisors LLC grew its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 1,845.5% during the 3rd quarter. World Investment Advisors LLC now owns 320,965 shares of the company’s stock valued at $32,037,000 after acquiring an additional 304,467 shares in the last quarter. Heritage Wealth Management Inc. acquired a new position in shares of iShares Core U.S. Aggregate Bond ETF in the second quarter worth $2,097,000. Finally, High Net Worth Advisory Group LLC raised its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 10.6% during the third quarter. High Net Worth Advisory Group LLC now owns 135,381 shares of the company’s stock worth $13,710,000 after acquiring an additional 12,947 shares in the last quarter. Institutional investors and hedge funds own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Price Performance

AGG opened at $97.01 on Friday. iShares Core U.S. Aggregate Bond ETF has a 1 year low of $94.85 and a 1 year high of $102.04. The stock has a fifty day moving average price of $97.50 and a 200 day moving average price of $98.88.

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.