Essential Planning LLC. Cuts Stock Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Essential Planning LLC. cut its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 4.5% in the third quarter, HoldingsChannel reports. The firm owned 2,224 shares of the company’s stock after selling 104 shares during the quarter. Essential Planning LLC.’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $225,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Oliver Lagore Vanvalin Investment Group grew its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 162.9% in the second quarter. Oliver Lagore Vanvalin Investment Group now owns 255 shares of the company’s stock valued at $25,000 after purchasing an additional 158 shares in the last quarter. Lynx Investment Advisory purchased a new position in iShares Core U.S. Aggregate Bond ETF during the second quarter worth $28,000. ST Germain D J Co. Inc. boosted its stake in iShares Core U.S. Aggregate Bond ETF by 1,020.0% during the third quarter. ST Germain D J Co. Inc. now owns 280 shares of the company’s stock worth $28,000 after buying an additional 255 shares during the period. Wagner Wealth Management LLC boosted its stake in iShares Core U.S. Aggregate Bond ETF by 30,500.0% during the third quarter. Wagner Wealth Management LLC now owns 306 shares of the company’s stock worth $31,000 after buying an additional 305 shares during the period. Finally, LRI Investments LLC purchased a new position in iShares Core U.S. Aggregate Bond ETF during the first quarter worth $33,000. 83.63% of the stock is owned by hedge funds and other institutional investors.

iShares Core U.S. Aggregate Bond ETF Stock Up 0.0 %

NYSEARCA AGG opened at $97.66 on Friday. The company has a fifty day moving average of $99.77 and a two-hundred day moving average of $98.69. iShares Core U.S. Aggregate Bond ETF has a 52 week low of $94.85 and a 52 week high of $102.04.

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.