5,525 Shares in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Bought by Oak Wealth Advisors LLC

Oak Wealth Advisors LLC purchased a new stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor purchased 5,525 shares of the company’s stock, valued at approximately $535,000.

Several other institutional investors have also added to or reduced their stakes in AGG. Jones Financial Companies Lllp boosted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 6.1% during the fourth quarter. Jones Financial Companies Lllp now owns 128,947,585 shares of the company’s stock worth $12,495,021,000 after purchasing an additional 7,463,618 shares during the period. Raymond James Financial Inc. purchased a new stake in iShares Core U.S. Aggregate Bond ETF in the 4th quarter worth approximately $7,545,901,000. Wells Fargo & Company MN lifted its holdings in iShares Core U.S. Aggregate Bond ETF by 5.9% in the 4th quarter. Wells Fargo & Company MN now owns 53,836,254 shares of the company’s stock worth $5,216,733,000 after buying an additional 3,007,758 shares during the period. Envestnet Asset Management Inc. grew its position in shares of iShares Core U.S. Aggregate Bond ETF by 5.6% in the 4th quarter. Envestnet Asset Management Inc. now owns 51,597,816 shares of the company’s stock worth $4,999,828,000 after buying an additional 2,718,705 shares during the last quarter. Finally, Sagespring Wealth Partners LLC purchased a new position in shares of iShares Core U.S. Aggregate Bond ETF during the fourth quarter valued at approximately $2,473,132,000. Hedge funds and other institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Up 0.4 %

Shares of AGG stock opened at $98.60 on Friday. The firm has a market capitalization of $123.25 billion, a price-to-earnings ratio of 124.85 and a beta of 0.24. The stock has a fifty day moving average of $98.31 and a 200 day moving average of $97.98. iShares Core U.S. Aggregate Bond ETF has a 52 week low of $94.99 and a 52 week high of $102.04.

iShares Core U.S. Aggregate Bond ETF 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.