J.W. Cole Advisors Inc. Grows Position in iShares Core U.S. Aggregate Bond ETF $AGG

J.W. Cole Advisors Inc. boosted its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGGFree Report) by 62.9% during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 123,085 shares of the company’s stock after buying an additional 47,548 shares during the period. J.W. Cole Advisors Inc.’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $12,210,000 at the end of the most recent quarter.

A number of other large investors also recently bought and sold shares of the stock. Briaud Financial Planning Inc acquired a new position in shares of iShares Core U.S. Aggregate Bond ETF in the 1st quarter worth approximately $25,000. Angeles Investment Advisors LLC purchased a new stake in iShares Core U.S. Aggregate Bond ETF in the second quarter valued at approximately $26,000. AlphaCore Capital LLC purchased a new stake in iShares Core U.S. Aggregate Bond ETF in the first quarter valued at approximately $40,000. Atlas Capital Advisors Inc. lifted its stake in 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 in 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 $56,000. Institutional investors and hedge funds own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Trading Up 0.2%

AGG stock opened at $100.64 on Tuesday. The business’s fifty day moving average price is $100.44 and its 200 day moving average price is $99.20. iShares Core U.S. Aggregate Bond ETF has a 12-month low of $95.74 and a 12-month high of $101.35. The company has a market capitalization of $135.43 billion, a PE ratio of 124.57 and a beta of 0.25.

About iShares Core U.S. Aggregate Bond ETF

(Free Report)

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.

See Also

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Institutional Ownership by Quarter for iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

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