Ellis Investment Partners LLC Sells 450 Shares of iShares Core U.S. Aggregate Bond ETF $AGG

Ellis Investment Partners LLC decreased its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 3.9% in the 2nd quarter, according to its most recent Form 13F filing with the SEC. The firm owned 11,105 shares of the company’s stock after selling 450 shares during the period. Ellis Investment Partners LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $1,102,000 as of its most recent SEC filing.

Several other large investors also recently added to or reduced their stakes in the business. Jones Financial Companies Lllp boosted its stake in iShares Core U.S. Aggregate Bond ETF by 7.5% during the first quarter. Jones Financial Companies Lllp now owns 138,625,924 shares of the company’s stock valued at $13,686,743,000 after buying an additional 9,678,339 shares during the period. Raymond James Financial Inc. boosted its stake in iShares Core U.S. Aggregate Bond ETF by 4.4% during the first quarter. Raymond James Financial Inc. now owns 81,294,683 shares of the company’s stock valued at $8,041,669,000 after buying an additional 3,421,606 shares during the period. US Bancorp DE boosted its stake in iShares Core U.S. Aggregate Bond ETF by 29.1% during the second quarter. US Bancorp DE now owns 43,988,044 shares of the company’s stock valued at $4,363,640,000 after buying an additional 9,922,958 shares during the period. Betterment LLC boosted its stake in iShares Core U.S. Aggregate Bond ETF by 10.0% during the first quarter. Betterment LLC now owns 21,876,462 shares of the company’s stock valued at $2,164,020,000 after buying an additional 1,983,074 shares during the period. Finally, Goldman Sachs Group Inc. boosted its stake in iShares Core U.S. Aggregate Bond ETF by 13.9% during the first quarter. Goldman Sachs Group Inc. now owns 21,095,135 shares of the company’s stock valued at $2,086,731,000 after buying an additional 2,567,446 shares during the period. Institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Performance

NYSEARCA:AGG opened at $100.43 on Monday. The stock has a fifty day moving average of $99.76 and a 200 day moving average of $98.68. iShares Core U.S. Aggregate Bond ETF has a 52-week low of $95.74 and a 52-week high of $101.02. The firm has a market capitalization of $132.75 billion, a price-to-earnings ratio of 124.57 and a beta of 0.12.

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.