Sowell Financial Services LLC Buys 60,168 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Sowell Financial Services LLC grew its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 49.4% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 182,010 shares of the company’s stock after buying an additional 60,168 shares during the quarter. iShares Core U.S. Aggregate Bond ETF accounts for approximately 0.9% of Sowell Financial Services LLC’s investment portfolio, making the stock its 17th biggest holding. Sowell Financial Services LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $17,637,000 at the end of the most recent quarter.

A number of other hedge funds have also bought and sold shares of the business. Mesirow Financial Investment Management Inc. grew its position in shares of iShares Core U.S. Aggregate Bond ETF by 0.8% in the 3rd quarter. Mesirow Financial Investment Management Inc. now owns 12,674 shares of the company’s stock worth $1,283,000 after buying an additional 104 shares during the last quarter. Howe & Rusling Inc. lifted its stake in iShares Core U.S. Aggregate Bond ETF by 2.4% in the third quarter. Howe & Rusling Inc. now owns 4,414 shares of the company’s stock worth $447,000 after acquiring an additional 105 shares during the period. Braun Bostich & Associates Inc. boosted its holdings in iShares Core U.S. Aggregate Bond ETF by 4.5% in the fourth quarter. Braun Bostich & Associates Inc. now owns 2,533 shares of the company’s stock valued at $245,000 after acquiring an additional 109 shares in the last quarter. Vestia Personal Wealth Advisors boosted its holdings in iShares Core U.S. Aggregate Bond ETF by 5.1% in the fourth quarter. Vestia Personal Wealth Advisors now owns 2,493 shares of the company’s stock valued at $242,000 after acquiring an additional 121 shares in the last quarter. Finally, Mount Yale Investment Advisors LLC increased its position in iShares Core U.S. Aggregate Bond ETF by 1.5% during the 4th quarter. Mount Yale Investment Advisors LLC now owns 8,246 shares of the company’s stock valued at $799,000 after purchasing an additional 122 shares during the period. 83.63% of the stock is currently owned by institutional investors.

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

NYSEARCA:AGG opened at $98.35 on Friday. The company has a 50-day moving average price of $97.42 and a 200-day moving average price of $98.66. The stock has a market cap of $123.92 billion, a price-to-earnings ratio of 125.24 and a beta of 0.20. iShares Core U.S. Aggregate Bond ETF has a 12 month low of $94.85 and a 12 month 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.