Kingswood Wealth Advisors LLC Buys 22,570 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Kingswood Wealth Advisors LLC boosted its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 37.7% in the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 82,504 shares of the company’s stock after buying an additional 22,570 shares during the period. Kingswood Wealth Advisors LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $8,163,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the stock. Prevail Innovative Wealth Advisors LLC increased its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 32.1% in the 4th quarter. Prevail Innovative Wealth Advisors LLC now owns 17,314 shares of the company’s stock worth $1,678,000 after purchasing an additional 4,207 shares in the last quarter. Diversified Enterprises LLC increased its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 6.6% in the 4th quarter. Diversified Enterprises LLC now owns 122,104 shares of the company’s stock worth $11,832,000 after purchasing an additional 7,526 shares in the last quarter. WealthTrust Asset Management LLC increased its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 0.3% in the 4th quarter. WealthTrust Asset Management LLC now owns 59,467 shares of the company’s stock worth $5,762,000 after purchasing an additional 198 shares in the last quarter. Howe & Rusling Inc. increased its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 96.9% in the 4th quarter. Howe & Rusling Inc. now owns 8,691 shares of the company’s stock worth $842,000 after purchasing an additional 4,277 shares in the last quarter. Finally, Invesco Ltd. bought a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the 4th quarter worth $9,181,000. Institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Trading Up 0.3%

iShares Core U.S. Aggregate Bond ETF stock opened at $98.06 on Wednesday. The firm has a market cap of $124.54 billion, a price-to-earnings ratio of 124.57 and a beta of 0.24. The stock has a fifty day simple moving average of $97.76 and a two-hundred day simple moving average of $97.79. iShares Core U.S. Aggregate Bond ETF has a 12 month low of $95.74 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.