Joseph P. Lucia & Associates LLC Buys 6,583 Shares of iShares Core U.S. Aggregate Bond ETF $AGG

Joseph P. Lucia & Associates LLC boosted its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 15.1% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 50,174 shares of the company’s stock after purchasing an additional 6,583 shares during the period. iShares Core U.S. Aggregate Bond ETF comprises approximately 1.8% of Joseph P. Lucia & Associates LLC’s investment portfolio, making the stock its 15th biggest position. Joseph P. Lucia & Associates LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $5,011,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Valley National Advisers Inc. lifted its stake in iShares Core U.S. Aggregate Bond ETF by 339.0% during the fourth quarter. Valley National Advisers Inc. now owns 259 shares of the company’s stock worth $25,000 after purchasing an additional 200 shares during the last quarter. North Ridge Wealth Advisors Inc. acquired a new position in shares of iShares Core U.S. Aggregate Bond ETF during the second quarter worth $29,000. Wiser Advisor Group LLC acquired a new stake in iShares Core U.S. Aggregate Bond ETF in the third quarter valued at $29,000. Collier Financial acquired a new stake in iShares Core U.S. Aggregate Bond ETF in the third quarter valued at $31,000. Finally, JCIC Asset Management Inc. acquired a new stake in iShares Core U.S. Aggregate Bond ETF in the third quarter valued at $32,000. 83.63% of the stock is currently owned by institutional investors.

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

NYSEARCA AGG opened at $99.61 on Thursday. The company has a market capitalization of $136.07 billion, a price-to-earnings ratio of 124.57 and a beta of 0.27. iShares Core U.S. Aggregate Bond ETF has a twelve month low of $96.66 and a twelve month high of $101.46. The stock has a fifty day simple moving average of $99.87 and a 200 day simple moving average of $100.12.

About iShares Core U.S. Aggregate Bond ETF

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.