iShares Core U.S. Aggregate Bond ETF $AGG Shares Acquired by Crewe Advisors LLC

Crewe Advisors LLC grew its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 33.0% during the second quarter, according to the company in its most recent filing with the SEC. The fund owned 6,150 shares of the company’s stock after acquiring an additional 1,527 shares during the quarter. Crewe Advisors LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $610,000 at the end of the most recent reporting period.

Other institutional investors have also recently added to or reduced their stakes in the company. Briaud Financial Planning Inc acquired a new position in shares of iShares Core U.S. Aggregate Bond ETF in the 1st quarter valued at $25,000. MTM Investment Management LLC purchased a new stake in iShares Core U.S. Aggregate Bond ETF in the first quarter valued at $37,000. AlphaCore Capital LLC acquired a new position in iShares Core U.S. Aggregate Bond ETF in the first quarter valued at $40,000. Atlas Capital Advisors Inc. grew its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 66.7% during the first quarter. Atlas Capital Advisors Inc. now owns 500 shares of the company’s stock worth $49,000 after purchasing an additional 200 shares during the last quarter. Finally, MJT & Associates Financial Advisory Group Inc. purchased a new position in shares of iShares Core U.S. Aggregate Bond ETF during the first quarter worth about $56,000. Hedge funds and other institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Performance

iShares Core U.S. Aggregate Bond ETF stock opened at $100.96 on Monday. The company has a market capitalization of $134.25 billion, a P/E ratio of 124.57 and a beta of 0.12. iShares Core U.S. Aggregate Bond ETF has a fifty-two week low of $95.74 and a fifty-two week high of $101.11. The stock has a 50-day simple moving average of $99.93 and a 200-day simple moving average of $98.74.

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.