SOA Wealth Advisors LLC. Cuts Stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

SOA Wealth Advisors LLC. lowered its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGGFree Report) by 6.3% during the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 3,576 shares of the company’s stock after selling 242 shares during the period. SOA Wealth Advisors LLC.’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $350,000 at the end of the most recent quarter.

Several other institutional investors have also recently made changes to their positions in the company. Jones Financial Companies Lllp increased its stake in shares of iShares Core U.S. Aggregate Bond ETF by 2.9% during the third quarter. Jones Financial Companies Lllp now owns 89,272,076 shares of the company’s stock valued at $8,395,146,000 after buying an additional 2,551,739 shares during the period. Raymond James & Associates increased its stake in shares of iShares Core U.S. Aggregate Bond ETF by 1.7% during the fourth quarter. Raymond James & Associates now owns 63,061,225 shares of the company’s stock valued at $6,258,826,000 after buying an additional 1,072,797 shares during the period. Envestnet Asset Management Inc. boosted its position in iShares Core U.S. Aggregate Bond ETF by 5.7% during the fourth quarter. Envestnet Asset Management Inc. now owns 40,781,811 shares of the company’s stock valued at $4,047,595,000 after purchasing an additional 2,209,020 shares in the last quarter. US Bancorp DE boosted its position in iShares Core U.S. Aggregate Bond ETF by 11.8% during the fourth quarter. US Bancorp DE now owns 29,007,988 shares of the company’s stock valued at $2,879,058,000 after purchasing an additional 3,071,624 shares in the last quarter. Finally, Morgan Stanley boosted its position in iShares Core U.S. Aggregate Bond ETF by 1.8% during the third quarter. Morgan Stanley now owns 25,070,989 shares of the company’s stock valued at $2,357,676,000 after purchasing an additional 440,988 shares in the last quarter. Hedge funds and other institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Price Performance

AGG stock traded up $0.01 during trading on Friday, reaching $97.76. 4,714,965 shares of the company traded hands, compared to its average volume of 8,360,897. iShares Core U.S. Aggregate Bond ETF has a 12 month low of $91.58 and a 12 month high of $99.70. The business has a 50 day simple moving average of $96.45 and a 200 day simple moving average of $97.36.

iShares Core U.S. Aggregate Bond ETF Profile

(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

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

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