iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Shares Sold by BOK Financial Private Wealth Inc.

BOK Financial Private Wealth Inc. trimmed its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 16.7% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 41,360 shares of the company’s stock after selling 8,286 shares during the quarter. BOK Financial Private Wealth Inc.’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $4,008,000 as of its most recent SEC filing.

Other large investors have also made changes to their positions in the company. Professional Financial Advisors LLC raised its stake in iShares Core U.S. Aggregate Bond ETF by 1.3% in the 4th quarter. Professional Financial Advisors LLC now owns 664,736 shares of the company’s stock valued at $64,413,000 after purchasing an additional 8,242 shares during the last quarter. Fairvoy Private Wealth LLC purchased a new stake in iShares Core U.S. Aggregate Bond ETF in the 4th quarter valued at $12,479,000. Kingsview Wealth Management LLC grew its holdings in iShares Core U.S. Aggregate Bond ETF by 35.9% in the 4th quarter. Kingsview Wealth Management LLC now owns 1,286,651 shares of the company’s stock valued at $124,676,000 after buying an additional 339,637 shares in the last quarter. Drucker Wealth 3.0 LLC grew its holdings in iShares Core U.S. Aggregate Bond ETF by 6.3% in 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 in the last quarter. Finally, World Investment Advisors LLC grew its holdings in iShares Core U.S. Aggregate Bond ETF by 1,845.5% in the 3rd quarter. World Investment Advisors LLC now owns 320,965 shares of the company’s stock valued at $32,037,000 after buying an additional 304,467 shares in the last quarter. 83.63% of the stock is owned by institutional investors and hedge funds.

iShares Core U.S. Aggregate Bond ETF Stock Down 0.1 %

Shares of NYSEARCA:AGG opened at $98.35 on Friday. The business has a fifty day moving average of $97.42 and a two-hundred day moving average of $98.66. The stock has a market cap of $123.92 billion, a P/E ratio of 125.24 and a beta of 0.20. 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.